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AI agent for freight brokers

ISF Filing Deadline Agent

File complete ISFs on time for every ocean shipment.

ComplianceAdministrationOperations
See how it worksGet access
ISF Filing Deadline Agent: what goes in, what the agent does and what you get

What it does

The importer security filing must be submitted at least 24 hours before cargo is loaded on the vessel, and shippers send the data late or with gaps, which risks penalties. For each ocean booking, the agent counts down to the filing deadline from the vessel's departure date. It checks that all required data elements are present, such as seller, buyer, ship-to party, manufacturer, country of origin, tariff number and container stuffing location, and requests missing items from the shipper with the deadline stated. It validates formats, for example that codes and addresses are complete. It drafts the filing. If data stays missing as the deadline gets close, it escalates to the broker with the options. Edge case: a vessel departure date that moves earlier. The agent recalculates. The broker approves submission.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Ocean booking received 2 USES A TOOL Read the vessel schedule and calculate the filingdeadline 3 USES A TOOL Collect shipper data, invoice and packing list 4 DOES Check all required data elements for presence andformat 5 CHECKS THE RESULT Is every required element present and valid? If not: request the missing items from the shipper withthe deadline. Back to step 3. 6 USES A TOOL Re-read the vessel schedule for a changed departure 7 CHECKS THE RESULT Is there still enough time before the deadline? If not: recalculate the deadline and escalate to thebroker with options. Back to step 2. 8 DOES Draft the filing 9 YOU APPROVE Broker approves submission 10 USES A TOOL Confirm the filing was accepted 11 RESULT Filing receipt stored
Read the steps as a list
  1. Ocean booking received
  2. Read the vessel schedule and calculate the filing deadline
  3. Collect shipper data, invoice and packing list
  4. Check all required data elements for presence and format
  5. Is every required element present and valid?If not: request the missing items from the shipper with the deadline. Back to step 3.
  6. Re-read the vessel schedule for a changed departure
  7. Is there still enough time before the deadline?If not: recalculate the deadline and escalate to the broker with options. Back to step 2.
  8. Draft the filing
  9. Broker approves submissionThe agent waits here for your OK.
  10. Confirm the filing was accepted
  11. Filing receipt stored

How it decides

The deadline is 24 hours before loading. Filing is ready when every required data element is present and valid. Items are urgent when under 48 hours remain.

  • Count the deadline from the vessel's scheduled loading
  • Mark a booking urgent when under 48 hours remain
  • Chase missing data every 12 hours
  • Escalate when 24 hours remain and data is still missing

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Chase interval (default 12 hours)
  • Urgency window (default 48 hours)
  • Required data elements
  • Escalation contact
  • Filing system

What keeps you in control

It always asks you first

  • Broker approves each submission
  • Broker approves any late filing decision

Hard limits

  • Never submit a filing itself
  • Do not guess data elements

It stops when

  • Done: ISF accepted and receipt filed
  • Stop: cargo already loaded without a filing, tell the broker immediately

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA booking sails Friday at 8 p.m., so the deadline is Thursday 8 p.m. By Tuesday noon, the manufacturer address and the stuffing location are missing. The agent asks the shipper and chases at 12-hour intervals. On Wednesday the carrier moves the loading 12 hours earlier, so the deadline moves to Thursday 8 a.m. The data arrives Wednesday evening, and the broker approves the filing.

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