Playbooks
Getting Started with Exception Handling
A step-by-step guide to setting up your first exception workflow in Mithrilis.
MT
Mithrilis Team
Exceptions are the heartbeat of logistics operations. A truck runs late, a document is missing, a rate doesn't match—these events require action. This playbook walks you through setting up your first exception workflow in Mithrilis.
What You'll Build
By the end of this guide, you'll have a working workflow that:
- Detects when a shipment is running late
- Notifies the customer automatically
- Escalates to your team if no response within 4 hours
Prerequisites
- A Convoya account with at least one connected TMS or ELD
- About 15 minutes of uninterrupted time
Step 1: Create the Workflow
- Navigate to Workflows in the sidebar
- Click New Workflow
- Name it "Late Shipment Notification"
- Choose Event Trigger as the trigger type
Step 2: Configure the Trigger
- Select Tracking Update as the event type
- Add a condition:
status_code = "DELAYED"OReta_variance_minutes > 60 - This triggers whenever a shipment is delayed or running more than an hour late
Step 3: Add Notification Step
- Drag a Send Notification node onto the canvas
- Connect it to the trigger
- Configure:
- Channel: Email
- Recipient:
{{shipment.customer_email}} - Subject: "Update on your shipment
{{shipment.pro_number}}"
- Use the template editor to craft your message
Step 4: Add Wait and Escalation
- Drag a Wait node and connect it to the notification
- Set duration to 4 hours
- Drag a Condition node to check if the shipment is still delayed
- If yes, send an internal Slack notification to your team
Step 5: Test the Workflow
- Click Test in the toolbar
- Select a historical shipment that was delayed
- Verify each step executes correctly
- Check that test notifications arrive (marked as [TEST])
Step 6: Activate
- Review the workflow summary
- Click Activate
- Your workflow is now live!
What's Next
Now that you have your first workflow running:
- Add more exception types (missing documents, rate disputes, no-shows)
- Connect to your preferred communication channels (SMS, carrier portals)
- Set up reporting to track exception volumes and resolution times
Topics
getting-startedexceptionstutorial