I’m curious how other trucking, logistics, and transportation companies are using Glide workflows in real-world operations. We intergrate with Pipedrive / QBO.
We’re already using workflows for things like:
Load tracking
I’d love to hear from others in the industry:
What workflows have been the most useful for you?
Are you using scheduled workflows or mostly user-triggered ones?
Any workflows that saved you a ton of time (or ones you learned not to use)?
How do you manage update usage with frequent driver activity?
If you’re willing to share how and what has been helpful to you - would be appreciated!
Looking forward to learning from others in trucking & logistics
We tried doing the “one tool for everything” thing too, and it only worked once we got super specific about what data had to move where.
The most useful workflows for us were the boring ones. Auto create a job the second a deal flips to booked. Then it assigns a load number and pushes the basics into QBO as a draft invoice. After that it’s just status updates, dispatched, on site, dumped, completed. The win is consistency, not complexity.
For triggers, scheduled checks worked better than letting people click buttons. Drivers forget. Dispatch is busy. A simple scheduled workflow that pings if a load hasn’t moved status in X hours saved more headaches than any fancy automation.
The other big one was exceptions. If a driver marks delayed or can’t access site, it auto creates a task for dispatch and logs a note. That stopped stuff from disappearing.
For managing update usage, we limited what drivers can edit. They only touch status and a couple fields. Dispatch handles the rest. Too much freedom just turns into bad data.
We’re not on Glide anymore, but the structure stayed the same when we moved tools. We used CurbWaste on the hauling side and it helped because the workflow was already basically baked in, dispatch, job status, invoicing, so we weren’t recreating the whole process from scratch.
Appreciate the detail here. Curious if there was more behind moving off Glide than what’s hinted at—was it a tooling limitation, or just finding something more purpose-built?
