Email is the official record
Calls and messages help communication, but email records official requests, receipt and positions. Every stage leaves an email trail.
POST-TRADE OPERATIONS · PHYSICAL TRADING
AI for the Operations of Physical Trading
From Deal execution to Vessel nomination, Documents and Payment. Connect every stage of email-based Operations to its Deal, and track it through to completion.
Request a demoIllustrative Deal dataAs of 2026-11-18
Received emails
“Vessel substitution, pls confirm”
“DI attached for BZ 3,000MT”
“Daily itinerary / MT Horizon”
“Signed contract to follow”
TradeOps AIUnderstand · Match · Suggest
Operations connected by Deal
DealBZ-2611-01Benzene 3,000 MT · FOB Korea
VesselMT HorizonLaycan 11/21–23 · 1 substitution
DocumentsDI receivedSigned contract outstanding for 20 days
PaymentLC · B/L date + 30 daysLC not received
LC not received · 3 days to loading No shipment if LC is missing when loading startsNext Action · Ask Buyer for LC opening schedule
Overview001
One flow, from Deal execution to payment collection.
Once a Trader closes a Deal, the standard flow suggests the sequence of work for the Operator at each stage. It keeps you informed as the work progresses.
- 01CompleteReview Deal Recap10/28 Trader executed
- 02PendingCollect signed contractOutstanding for 20 days
- 03CompleteConfirm vesselMT Horizon · 11/21–23
- 04CompleteReceive DIReceived 11/11
- 05WarningReceive LCMissing · 3 days to loading
- 06In progressDaily itineraryETA 11/21 06:00
- 07UpcomingLoading / SRNOR · Start · Completion
- 08UpcomingDrafts / ConfirmationHalf a day after loading
- 09UpcomingIssue InvoiceWithin 1 day of loading
- 10UpcomingLC Nego / CollectionB/L date + 30 days
A Seller example with FOB Korea and LC payment terms. Stages and deadlines vary with Deal conditions.
Why002
Operations run on email. Today, Operators keep track from memory.
Too many vessels and Deals
Operators must remember which Deal an email or vessel belongs to. Human errors follow, and finding the history takes time.
A missed step becomes a cost
Without the LC, cargo cannot ship. A missed Invoice delays collection. Late vessel confirmation can lose the vessel and raise freight costs.
How it works003
AI reads, connects and suggests. Authorized team members approve.
Understand incoming email
Read vessel names, Laycan, reply deadlines and attachment types from the original email.
Match the Deal and stage
Identify which Deal and stage an email belongs to, then group emails by Deal.
Suggest the next Action and deadline
Use the standard flow to propose the next Action and deadline, and warn of missing steps.
Operators for routine work, Managers for material changes
Outgoing approval email is linked as candidate evidence. An authorized person confirms the record; material changes require Manager approval.
Domain004
Built in the language of Petrochemical Operations.
Every combination of direction, Incoterms and payment terms has its own standard flow. Deal conditions determine who charters the vessel, who sends the DI and when the LC is due, establishing stages and deadlines.
| Trade terms | FOB | CFR |
|---|---|---|
| Vessel chartering | Buyer | Seller |
| Vessel / Laycan approval | Seller | Buyer |
| Timing basis | Loading | Delivery |
| Daily itinerary | Buyer → Seller | Seller → Buyer |
| DI sent by | Buyer → Seller | Buyer → Seller |
- Vessel Nomination
- Laycan
- Document Instruction
- LC Opening · Nego
- NOR · Surveyor Report
- B/L · CO · Invoice
- Provisional · Final Price
- Demurrage
Teams005
The same Deal. Each role’s own view.
What was missed, and what comes first
See how far each ongoing Deal has progressed, what is missing and what needs prompt attention.
Operations progress for my Deals
See progress and pending work for Deals you executed. Step in or give instructions when needed.
Pending work, delays and future risk
See pending work across products, days of delay and the risks those delays may create.
GET STARTED
See it with your team’s Deals.
Set the standard flow and deadline rules for your products and trade terms, then walk through the real workflow together.
Request a demo