3 - DO — let your AI act for you
What this is
Ask reads your data. Do acts on it. The Do connectors let your AI assistant carry out real work in Fr8Labs — a quote, a job update, a journal entry, a new lead — as you, in plain language.
"Build a quote for 2 x 40' SIN to LAX." "Post last month's rent as a journal entry." "Add this business card as a lead."
There is one Do connector for each part of your operation. Add only the ones you need.
Use it to | Page | |
|---|---|---|
3a — Fr8Labs Actions (FMS) | Run your freight work: jobs, quotes, house bills, tasks, invoicing and reconciliation | |
3b — Fr8Labs Accounting | Prepare journal entries, non-job invoices and payments in your books | |
3c — Fr8Labs Client CRM | Work your own CRM: leads, deals, contacts, quotations | |
3d — Trucking and CFS | Your trucking operation and container freight station — coming soon |
The one rule: it proposes, you approve
Every Do connector works the same way. Your assistant prepares the change and shows you exactly what would happen. Nothing is saved, posted or sent until you answer yes in the chat.
A draft first. You see the full change before it is made.
Your company only. Each connector connects to your own company's data, and you sign in with your normal Fr8Labs login.
Nothing is deleted by the connectors that work on your CRM and books, and month-end and closed periods stay with your accountant.
Which one do I need?
I want to… | Use |
|---|---|
Quote, book or update a shipment, or raise an invoice from a job | 3a — Fr8Labs Actions |
Post an entry that has no freight job behind it (rent, audit fees, a payment) | 3b — Fr8Labs Accounting |
Capture a lead, log a note, turn a deal into a quotation | 3c — Fr8Labs Client CRM |
Just look at numbers and charts | Ask — page 2 |
Have an AI teammate working inside your own workspace | Delegate — page 4 |
Who can connect, and how
Each connector is added separately, and your company admin decides who can use which one in Team Access. The addresses, the steps for Claude, ChatGPT, Grok and Copilot, and how admins give a teammate access are all in one place: Connect your AI to Fr8Labs.