Workflow guide · Transport and logistics

Taxis and private hire vehicles
AI and automation with human control.

Where should automation for taxis and private hire vehicles start?

Start with a specific workflow: origin, destination and service confirmation. AI can help organise information and prepare tasks; a person should review exceptions and approve business decisions.

Centralise addresses, time windows, loads and service status. Prepare updates from confirmed events and escalate incidents before making new customer commitments.

Scope of the first pilot
AreaProposal to assess
Initial workflowOrigin, destination and service confirmation
Human reviewValidate routes, capacity, documents, safety and delivery exceptions.
What to measureFailed deliveries, incorrect address data and incident handling time.
Condition for proceedingCheck permissions, data quality and pilot outcomes before expanding the workflow.

An initial workflow to assess

Origin, destination and service confirmation

For a business such as taxis and private hire vehicles, start with this bounded workflow. Gather incoming requests and the steps you repeat before deciding which parts are suitable for automation.

  1. Collect

    Create a record for “origin, destination and service confirmation” with required information, request status and the person responsible for review.

  2. Prepare

    Connect the record to your tools. Prepare a draft or task, check for missing information and retain a history of changes.

  3. Review and close

    Validate routes, capacity, documents, safety and delivery exceptions. Record approval and the outcome before marking the workflow complete.

What to prepare before connecting tools

  • Real request examples, removing personal data that is not necessary.
  • A list of tools, fields and statuses you currently use.
  • Approved information for the workflow: origin, destination and service confirmation.
  • A person responsible for approving exceptions and a procedure for returning to manual work.

What should remain under your control

Validate routes, capacity, documents, safety and delivery exceptions.

Set minimum permissions, review drafts before sending and stop the workflow when information is incomplete or no answer has been confirmed.

How to assess whether it adds value

Failed deliveries, incorrect address data and incident handling time.

Record these measures during a week of manual work and compare them with a pilot of the same scope. Include reviews and corrections in total time: fewer steps are not enough if error correction creates more work.

Guides to explore the workflow

View all guides →

Questions before you start

Can every part of taxis and private hire vehicles be automated?

We do not assume so. This guide proposes assessing specific administrative tasks. Service delivery, physical work and professional decisions may require people and specific obligations.

Which tools do I need?

It depends on your existing tools and their integration permissions. Start with your calendar, documents or management system and validate which information can be read and written. We do not assume an integration works before checking it.

How do I request access information?

Join the waitlist or email jm@unapersona.es with your activity, the workflow you want to improve and the tools you use.

Illustrative organisation and automation proposals. Feasibility, qualifications, permissions and obligations for each activity must be checked before implementing a workflow.

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