Customers automation · Runs every day
Find late shipments with no customer update.
Delivery problems where neither side has contacted the other. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.
Find late shipments with no customer update — Sep 17
Automation run • Sep 17
Find late shipments with no customer update
Output
Three Harbor & Pine shipments need a customer update. No incoming customer contact or outgoing team contact was found for these orders in the connected helpdesk.
As of September 17, 2026. Delays count calendar days since the promised delivery date.
| Order | Customer | Problem | Delay |
|---|---|---|---|
| HP-2084 | Wren Hollis | Promised September 14, still in transit | 3 days |
| HP-2091 | Kit Alder | Promised September 15, delivery exception with an address issue | 2 days |
| HP-2103 | Sage Fen | Promised September 16, failed delivery attempt | 1 day |
Five shipments were late or had exceptions. The other two were excluded because one customer had opened a ticket and one had already received a team update. No other shipments met the criteria.
Contact outside the connected helpdesk could not be verified. Proposed next step: Iris reviews these three orders before contacting customers. No messages were sent.
Automation steps. The agent follows these 3 steps each time it runs, using your connected shipping and helpdesk.
- 1
Find shipments that are late or have a delivery exception.
- 2
Check whether the customer has contacted us or we have contacted them.
- 3
List shipments with no contact yet, showing the order, customer, problem, and length of the delay.
Adjust the automation in Chat
Run this automation and tell the agent what to do differently. Ask it to schedule that version if you want the changes in future runs.
- Only flag shipments at least two days late.
- Separate delivery exceptions from transit delays.
- Include the latest tracking event.
Fieldwork emails the scheduled report. Each email links to the full run as a conversation in Fieldwork. The automation asks the agent to keep a log in your knowledge base and read it before each run to check what has changed.
Adjustable schedule
Choose how often it runs at setup, from hourly to monthly. Ask in Fieldwork chat for a custom schedule and timezone.
Only useful reports
When nothing needs attention, the run skips the email. When there are findings, you get a report with a link to the full conversation.
Read-only access
The agent reads your shipping and helpdesk without changing the source. It can keep notes and a run log in your Fieldwork knowledge base.
This automation reads your shipping and helpdesk. Connect DHL or K&L Logistics for your shipping and Gorgias, Gladly, or Intercom for your helpdesk to Fieldwork.
More automations for customers.
Questions about this automation.
- What do I connect?
- Connect both shipping and helpdesk systems. Run in chat or activate daily checks.
- Does it contact customers?
- No. It reads shipment and contact records without creating drafts or sending messages.
- Can I change the checks?
- Ask in chat for different delay thresholds or an adjusted scheduled version.
- Where does the report arrive?
- Scheduled reports arrive by email with a link to the full conversation. If nothing needs attention, no email or push notification is sent.
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