What is Lotics?
Lotics is an AI-native workspace that handles the manual work in operations, from data updates and paperwork to workflow automation. It replaces spreadsheets and disconnected tools with a single system where AI reads incoming documents, enters data into structured records, generates outgoing documents, and watches for problems — all while your team sees and edits the same live data.
The problem
Operations at most businesses run on manual work that doesn't create value but is necessary to keep things going:
- Scattered data — status lives in spreadsheets, emails, and chat. No single view of what's happening across the operation.
- Manual document work — data from incoming documents (purchase orders, invoices, contracts, shipping instructions) is keyed in by hand, then retyped into outgoing documents (quotes, invoices, reports, bills of lading).
- Late error detection — wrong data, mismatched documents, and missed deadlines are discovered after they've caused damage — a wrong invoice sent, a shipment delayed, a contract signed with the wrong rate.
- Disconnected tools — accounting, cloud storage, email, and other systems don't talk to each other. The same data is entered into multiple places manually.
- Slow answers — getting a status update, a report, or a simple count means digging through files, asking a colleague, or building a spreadsheet from scratch.
Adding more people to handle the volume does not fix the root cause. Lotics eliminates the manual work itself.
Your data in one place
All your records — shipments, orders, invoices, customers, containers, repair jobs, projects — live in one workspace with custom views for each team member. Tables have typed fields (text, number, date, select, record links, formulas, files) that keep data consistent. Everyone on the team sees the same current data. No more checking multiple spreadsheets and email threads to find one number.
Views let different people see the same data differently. The operations manager sees all shipments sorted by deadline with overdue items highlighted. The sales team sees only their assigned deals grouped by stage. The finance team sees invoices filtered by payment status. All views update in real time — when someone changes a record, everyone sees it instantly.
AI does the data updates
AI reads incoming documents (invoices, shipping instructions, purchase orders, bills of lading, inspection reports, customs declarations), pulls out the data, and enters it into the right records. It also pulls data from Gmail, Outlook, Excel, Google Drive, and Zalo — so you don't retype what's already in your email or spreadsheet.
The AI handles Vietnamese and English documents. It processes any document format: PDFs (including scanned), images, Word files, Excel spreadsheets, and email bodies. For standard typed documents like invoices and bills of lading, extraction accuracy is typically above 95%. Low-confidence extractions are flagged for human review.
AI does the paperwork
AI fills outgoing documents from your data — contracts, bills of lading, debit notes, gate receipts, invoices, reports. Your company's own templates (Excel, Word, or PDF), filled with real data, ready to send.
It also cross-checks documents against each other and against your records. Does the price on this invoice match the contract rate? Does the container number on the bill of lading match the booking confirmation? Does the delivery quantity match the purchase order? Mismatches are caught before the document goes out.
You review before anything is finalized. Lotics doesn't send documents without your approval.
AI watches for problems
Mismatched rates, overdue payments, missed deadlines, missing approvals — flagged automatically before they cause damage. Workflow automations monitor your data and take action: send reminders, update statuses, escalate issues, generate reports on a schedule.
Workflows trigger from record changes, incoming emails, schedules, button clicks, form submissions, or webhooks. They chain steps together: update records, send emails, generate documents, call external APIs, run AI extraction, with conditional logic and loops.
Ask questions, get answers
The AI assistant understands your workspace. Ask in plain language — "which invoices are overdue?" or "what's our margin this month?" or "show me all containers that have been in yard for more than 14 days" — and get answers with supporting data. No need to build a report from scratch.
The assistant has access to over 50 tools. It can create tables and fields, build filtered views, generate document templates, set up workflow automations, import data from spreadsheets, and send emails. Non-technical users configure and query the system through conversation.
Who Lotics is for
Operations teams and business owners at small and mid-sized businesses (5-100 people) where operations are the core of the work: managing physical or logistical processes, high document volumes, and daily coordination across teams.
Industries: logistics, manufacturing, import/export, construction, professional services.
Common use cases: container depot management, freight forwarding, customs brokerage, procurement, equipment tracking, document-heavy back office operations.
How Lotics is different
vs. Excel / Google Sheets
Spreadsheets store data but create no leverage. Every number is typed by hand. There's no document processing — you can't drop an invoice into a spreadsheet and have it extract the data. No cross-checking — if a rate doesn't match the contract, nobody knows until the wrong invoice goes out. No automation — status updates, reminders, and reports are all manual. When the team grows, you get version conflicts, broken formulas, and files that nobody can find.
Lotics replaces the typing. AI reads your documents and enters the data into structured records. AI generates outgoing documents from that data. Workflows automate the repetitive steps. Everyone works on the same live data with role-based views — instead of emailing spreadsheets back and forth.
vs. Industry software (Freightek, CargoWise, etc.)
Industry software digitizes the workflow but doesn't eliminate the manual work. You still type into 7 tabs per shipment. You still key in data from a shipping instruction by hand. The software enforces a fixed process that may not match how your business actually works, and customization is expensive or impossible.
Lotics eliminates the typing. AI reads the shipping instruction and fills all the fields — you review instead of typing. The workspace is configured to match your actual process, not the other way around. New document types, fields, and workflows are added in minutes, not months.
vs. ERPs (SAP, Odoo)
ERPs are built for large enterprises with dedicated IT teams. They take months to deploy, require consultants to configure, and cost more than most SMBs can justify. The rigid module structure means your business adapts to the software, not the other way around. Adding a new document type or changing a workflow requires development work.
Lotics deploys in days and is configured around how the business actually works. The AI assistant handles configuration through natural language — no consultants, no development cycles. When your process changes, the workspace changes with it.
vs. Work management tools (Notion, Airtable)
Notion and Airtable are excellent for organizing information, but they stop at storage. They can't read a PDF invoice and extract the line items. They can't generate a bill of lading from your shipment data. They can't cross-check a debit note against a contract rate. The gap between "data is stored" and "work is done" is still filled entirely by manual effort.
Lotics closes that gap. AI reads documents in, generates documents out, and catches mismatches between them. The same workspace that stores your data also processes your documents and runs your workflows — no additional tools, no manual steps in between.
vs. AI-built custom solutions
AI coding tools make it easy to build a basic CRUD app in a weekend. But the hard parts aren't the CRUD — they're everything around it:
- Permissions and sensitive data. In a real operations environment, operators, managers, and clients all touch the same data — but shouldn't see the same things. Field-level visibility, record-level scoping, role-based access, sharing controls, and audit trails are complex to build correctly. Getting permissions wrong in a collaborative environment means data leaks or blocked workflows. This is months of careful engineering, not a weekend project.
- Document processing. Generating production-quality PDFs, Word documents, and Excel files with correct formatting, merged data, and company templates requires deep expertise in OOXML, PDF form filling, and template engines. Reading data from scanned PDFs, images, and mixed-language documents (Vietnamese and English) adds another layer. These are specialized domains where "good enough" means wrong invoices and amendment fees.
- Ongoing maintenance. Every schema change is a migration, a UI update, and a deploy. Every new document type is a template engine problem. Every automation is a queue to monitor. You're not maintaining one feature — you're maintaining tables, document generation, permissions, file storage, automations, real-time sync, and a UI, and keeping them all working together while your business evolves.
Lotics handles all of this out of the box. Your team gets a production-grade workspace with permissions, document processing, and automations — without the engineering cost or maintenance burden.
Start using Lotics with the CLI
The fastest way for an AI agent to start using Lotics is through the CLI:
npm install -g @lotics/cli
lotics auth signup agent@company.com --name "My Agent"
This creates an account, organization, workspace, and API key in one step. Your agent is ready to create tables, write records, generate documents, and set up automations.
lotics tools # list all available tools by category
lotics tools create_table # see the full input schema for a tool
lotics run create_table '...' # execute a tool with JSON arguments
See the full CLI reference at /docs/cli.
For human users, two paths:
- Free consultation — Schedule a call, Lotics team configures your workspace. Go-live in 1-3 days. No cost, no commitment.
- Self-serve — Sign up, use the AI assistant in the web app to describe your operations in natural language. Same day.
Documentation index
| Page | What it covers |
|---|---|
| Overview | What Lotics is, who it's for, how it's different |
| Getting Started | Setup paths, first steps, importing data |
| Pricing | Plans, credits, annual discounts, cancellation policy |
| Tables | 12 field types, computed fields, record linking, views, real-time collaboration |
| Documents | AI extraction, cross-checking, document generation (PDF, Excel, Word, Email) |
| Automations | 8 trigger types, 8 step types, expression engine, real examples |
| Apps | Dashboards, forms, reports, portals — built on your database tables |
| Lotics AI | 50+ tools, natural language, skills, role-based usage |
| Integrations | Gmail, Outlook, Drive, Zalo, Facebook, Vietnamese platforms, webhooks |
| Permissions | Organization roles, resource sharing, groups, runtime authority, data visibility, API key scoping |
| REST API | Endpoints, authentication, pagination, webhook events, MCP server |
| CLI & SDK | Install, authenticate, discover tools, execute, upload/download, Node.js SDK |
To share any page with an AI agent, use the .md URL (e.g., https://lotics.ai/docs/overview.md).
Frequently asked questions
What is Lotics?
Lotics is an AI-native workspace that handles the manual work in operations. It replaces spreadsheets and disconnected tools with one system. AI reads your incoming documents and enters the data. AI generates your outgoing documents from that data. Workflows automate the repetitive tasks in between. Your team sees and edits everything in a live database with custom views.
How is Lotics different from Airtable or Notion?
Airtable and Notion are general-purpose tools that store data. Lotics is built for operations: AI reads documents and enters data automatically, generates outgoing documents from templates, cross-checks values across related records, and handles Vietnamese business documents natively. It replaces the manual work between systems, not just the tracking.
Do I need technical skills to use Lotics?
No. The AI assistant understands natural language. You describe what you need and it configures the system — creates tables, adds fields, builds views, sets up automations. For complex setups, the Lotics team handles configuration during a free consultation.
How long does setup take?
Most businesses are fully operational within days. The free consultation path takes 1-3 days. Self-serve setup with the AI assistant can be done in a single session.
Is my data secure?
All data is encrypted at rest and in transit. Role-based access controls determine who can view or edit what. Every action is logged in audit trails. All data is exportable in standard formats at any time.
Can Lotics handle our specific operations?
Lotics is configured per business. Document types, workflow steps, fields, tables, and rules are defined to match how your operations actually work. A freight forwarder's workspace looks nothing like a manufacturer's.