Why a Workflow Beats a Checklist
A checklist tells you what. A workflow tells you what and in what order, so the same team gets the same result every day.
The 12 Steps
- Confirm the declaration type.
- Gather invoice, packing list and transport document.
- Pull party details from records.
- Process each goods line separately.
- Confirm commodity code currency and digit count.
- Read the Tariff Requirements section and note document codes.
- Retrieve or write the approved product description.
- Reconcile weights, package counts and values against documents.
- Confirm origin and hold evidence for preference claims.
- Attach certificate references for controlled goods.
- Verify scheme authorisation validity for the movement date.
- Run the completeness and consistency check. ## Where It Usually Breaks
Steps 5, 6 and 8. Codes drift, the Tariff Requirements section gets skipped, and reconciliation is treated as a formality. The TSS submission data checklist explains why each step exists.
What to Automate First
Extraction of invoice and packing list fields, then validation of the joined dataset. Submission comes last, and only against clean data.
Automate the boring 12 without losing the guardrails. Watch a demo.
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