How do I look at my own work and see where AI fits?
Your own week is the best textbook you have. Not a demo, not a slide, not somebody else's case study.
This article gives you a method. Five steps, one enquiry, about an hour. You need no software to run it. What you get at the end is a short list of your own, in your own words.
Follow one enquiry from the first email to the invoice. Write down every desk it touched and every wait. Count the turnaround, the touches and the hands. Split waiting from working. Then split fetching from judging. Circle the fetching. That circled list is where AI fits in your business.
By the end of this lesson you can
- Follow one enquiry from landing to invoice with a notepad.
- Count turnaround, touches and hands.
- Split waiting from working, and fetching from judging.
- Circle the fetching, and take that list to any vendor.
Why start with my own desk and not a demo?
A demo shows you a product working. It does not show you your own week.
Demos run on a clean enquiry. The port is named. The weight is there. The rate is already in the system. Your inbox is not like that.
Your own desk holds the real waits. The photo of a packing list. The agent who did not reply. The rate typed out again by hand. None of that turns up on a slide, and all of it is where your hours go.
There is a second reason. When you have looked at your own work, you stop being sold to. You walk into every meeting with a list, and you ask each person to show you their answer to it. The list is yours. It does not change from vendor to vendor.
Pick an enquiry from last week that felt normal. Not the worst one. Not the easy one. Normal is where your hours live, so normal is what you want to measure.
You need no software to do this. One enquiry, a sheet of paper and about an hour is the whole kit.
What are the five steps?
Five steps, in this order. Do them on one enquiry at a time.
- 01Follow one enquiry. Start at the email that landed. Go all the way to the invoice. Write down every desk it touched and every wait.
- 02Count three things. The turnaround, the touches and the hands. Turnaround is the clock from the enquiry landing to the quote going out. A touch is any time a person opened it. A hand is any person who held it.
- 03Split waiting from working. Mark every line as one or the other. You will find that the working is minutes and the waiting is hours.
- 04Split fetching from judging. Fetching is looking things up, copying and typing. Judging is deciding a price, a risk or a promise.
- 05Circle the fetching. That is where AI fits in your business. That is the list to take to any vendor.
- 01Follow one enquiryFirst email to invoice. Every desk, every wait.
- 02Count three thingsTurnaround, touches, hands.
- 03Waiting or workingMark every line as one of the two.
- 04Fetching or judgingLooking things up, or deciding something.
- 05Circle the fetchingThe list you take to any vendor.
- GATEYou decideKeep the list, or act on it.
Touches and hands are not the same thing, and the gap between them matters. An example. One enquiry sat with three people. Between them they opened it eleven times. That is three hands and eleven touches. The eleven is the number that hurts.
Judging is the part you are paid for. Fetching is the part that eats the day. Keeping them apart on paper is the whole trick of this method.
What does one enquiry look like when I follow it?
Here is a made-up enquiry, written out line by line. Yours will look different. The shape usually does not.
| Time | Desk | What happened | Waiting or working | Fetching or judging |
|---|---|---|---|---|
| 09:10 | Sales inbox | The enquiry lands. It is a forwarded email with two photos in it. | Waiting | Neither |
| 09:40 | Pricing | Someone opens it and works out what is being asked. | Working | Fetching |
| 09:55 | Pricing | The weight is missing. An email goes out to ask for it. | Working | Fetching |
| 11:20 | Customer | The weight comes back. | Waiting | Neither |
| 11:35 | Pricing | Rate cards, the carrier portal and last year’s price are all checked. | Working | Fetching |
| 12:05 | Pricing | There is no rate for that lane. An email goes to three agents. | Working | Fetching |
| 15:40 | Agents | Two agents reply. One does not. | Waiting | Neither |
| 15:55 | Pricing | The margin is set and a price is chosen. | Working | Judging |
| 16:05 | Manager | The quote is read and approved before it goes. | Working | Judging |
| 16:15 | Pricing | The quote is typed up and sent. | Working | Fetching |
- 09:10
- Desk
- Sales inbox
- What happened
- The enquiry lands. It is a forwarded email with two photos in it.
- Waiting or working
- Waiting
- Fetching or judging
- Neither
- 09:40
- Desk
- Pricing
- What happened
- Someone opens it and works out what is being asked.
- Waiting or working
- Working
- Fetching or judging
- Fetching
- 09:55
- Desk
- Pricing
- What happened
- The weight is missing. An email goes out to ask for it.
- Waiting or working
- Working
- Fetching or judging
- Fetching
- 11:20
- Desk
- Customer
- What happened
- The weight comes back.
- Waiting or working
- Waiting
- Fetching or judging
- Neither
- 11:35
- Desk
- Pricing
- What happened
- Rate cards, the carrier portal and last year’s price are all checked.
- Waiting or working
- Working
- Fetching or judging
- Fetching
- 12:05
- Desk
- Pricing
- What happened
- There is no rate for that lane. An email goes to three agents.
- Waiting or working
- Working
- Fetching or judging
- Fetching
- 15:40
- Desk
- Agents
- What happened
- Two agents reply. One does not.
- Waiting or working
- Waiting
- Fetching or judging
- Neither
- 15:55
- Desk
- Pricing
- What happened
- The margin is set and a price is chosen.
- Waiting or working
- Working
- Fetching or judging
- Judging
- 16:05
- Desk
- Manager
- What happened
- The quote is read and approved before it goes.
- Waiting or working
- Working
- Fetching or judging
- Judging
- 16:15
- Desk
- Pricing
- What happened
- The quote is typed up and sent.
- Waiting or working
- Working
- Fetching or judging
- Fetching
Now add it up. Seven hours passed. Under an hour of that was work. Three lines are pure waiting. Only two lines are judging.
Every other working line is fetching or typing. Those are the lines you circle. Six of them here, one enquiry, one ordinary day.
Notice what the circle does not touch. Nobody circled the margin. Nobody circled the manager reading the quote before it went. That is the judging, and it stays with your people.
Which desks should I do this on?
Start with pricing. That is where the hours are, and it is the desk your customer feels first.
Then work along the desks below. One line each is enough to tell you whether it is worth a full hour.
| Desk | What to look for |
|---|---|
| Pricing | Reading the enquiry, asking for the missing weight, hunting a rate, phoning an agent, writing the quote. |
| Operations and booking | The won quote typed out again as a job, then the booking, the chasing and the updates. |
| Documentation | Bills and manifests. The copy nobody sent. The wrong weight found late. |
| Customer service and tracking | “Where is my cargo?” answered by one person opening three portals. |
| Accounts | Matching a carrier bill line by line, chasing payments, keying it all in again. |
| Sales | Enquiries lost in the inbox. Follow-ups nobody sent. |
| Management | Growth that costs a new hire every time. More shipments, more people, same margin. |
- Pricing
- What to look for
- Reading the enquiry, asking for the missing weight, hunting a rate, phoning an agent, writing the quote.
- Operations and booking
- What to look for
- The won quote typed out again as a job, then the booking, the chasing and the updates.
- Documentation
- What to look for
- Bills and manifests. The copy nobody sent. The wrong weight found late.
- Customer service and tracking
- What to look for
- “Where is my cargo?” answered by one person opening three portals.
- Accounts
- What to look for
- Matching a carrier bill line by line, chasing payments, keying it all in again.
- Sales
- What to look for
- Enquiries lost in the inbox. Follow-ups nobody sent.
- Management
- What to look for
- Growth that costs a new hire every time. More shipments, more people, same margin.
Two desks is usually enough to see the pattern. Four is plenty. Do not try to do all seven in one week.
Ask the person who works the desk to do this, not the owner alone. They remember the waits that no report shows, and they know which enquiry was normal.
What do I do with the circled list?
The circled lines are your list. They are the parts of the job that need no judgement from anyone.
Use it like this.
- 01Type the circled lines out in plain words, in the order they happened.
- 02Take that list into every meeting with every vendor. Ours as well.
- 03Ask them to show each line on your enquiry, start to finish, not on their demo.
- 04Watch who does the fetching. If your people still open the portals, the line has not moved.
- 05Write down what you saw the same day, in their words, one line each.
It is only fair that you ask us the same thing. FreighAI describes its own part of the job in one sentence: “Pulls your rate cards, checks the carrier, looks up the customer’s history, reads the shipment status, and talks to your TMS or accounting system.” Hold that against your circled lines. Count how many of them it covers, and how many it does not.
Do not send the list ahead of the meeting. Bring it. You want to watch the work happen on your own enquiry, live, and ask questions while it runs.
If you would rather not do it alone, the AI Impact Assessment does this with you and goes further. Forty minutes on your desks, systems, roles and volumes, and a written report on where agentic AI would apply in your business.
Where do I go next?
You can stop here. You already have a list, and that was the point.
If you want to take it further, there are three ways, and they suit different people.
- The AI Impact Assessment is for an owner. Forty minutes on your operation, and a written report in two working days.
- The 90-minute session is for the people who run pricing and operations. Same method, on your desks, with your team in the room.
- The benchmark is five minutes. It tells you how fast other forwarders quote, so your number has something to sit beside.
And if you want to know which desks tend to pay first, read that one next.
Common questions
How long does this take?
About an hour for one enquiry. Most of that hour is reading old emails and writing times down. Three enquiries take an afternoon and give you a much better picture, because one enquiry can always be the odd one.
Do I need any software to do this?
No. A pen, a sheet of paper and one enquiry is enough. Some people prefer a spreadsheet with five columns. Nothing else is needed, and no tool is going to do the noticing for you.
My enquiry took three days. Is that bad?
Not on its own. Look at the split instead. If most of the three days is waiting, and most of the working is fetching, you have found your gap. If the three days were spent judging, you have a different kind of problem.
What if the circled list is short?
That is a real answer and a useful one. It means the way work flows here is already tight, and you can spend your money somewhere else. A short list saves you more than a long one, because it stops you buying.
- The Playground narrative, the story behind every Playground page (internal document): the five step method for looking at your own work, and the desk by desk map used in “Which desks should I do this on?”verified 2026-09-06
- Approved capability claims (internal register): the one sentence quoted in “What do I do with the circled list?” about pulling rate cards, checking the carrier and reading shipment statusverified 2026-09-06
One enquiry. One hour. One list of your own.
Follow it, count it, split it, circle the fetching. That list is worth more than any demo you will be shown, and it is yours to keep whatever you decide to do next.