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Packing instructions for 3PL clients, drafted from notes

ChatGPT, Claude or Gemini turn your onboarding call notes into clear packing instructions for each new client, which you check. Free to about $27£20€24A$38C$38 a month.

At a glance

  • What it costsFree–$27Free–£20Free–€24Free–A$38Free–C$38 a month

  • Worth, in extra profit or time saved in the worked example$133£100€119A$192C$188 a month

  • Pays for itselfIn a few days

  • Sign up and configure; no technical skills neededEasy to set up

Figures come from the worked example below, using its stated assumptions. Tool prices checked . How we check prices

The problem

Every new fulfillment client has its quirks: tissue paper, a leaflet in every order, no invoices in gift orders, glass double-boxed. Writing that up for the packing bench takes the owner about 3 hours per client, and if it's vague, mistakes reach the client's customers. Taking on 2 clients a month is 6 hours of writing.

What the AI does

Keep your notes from the onboarding call and the client's own instructions. Paste them, without the client's customer data or pricing, into ChatGPT, Claude or Gemini and ask for a one-page packing instruction with numbered steps, a list of inserts and the rules for special products, using only your notes. You check it against the client's samples, test it on a few real orders with a packer, and pin it at the bench.

A worked example

A fulfillment warehouse in Milton Keynes takes on about 2 new e-commerce clients a month, from candle makers to a supplements brand. The owner writes the bench instructions after each onboarding call.

Before

About 3 hours per client to write up instructions: 2 x 3 = 6 hours a month

After

About 1 hour per client to paste notes, check the draft and test it: 2 hours a month

What it's worth

About $133£100€119A$192C$188 a month saved, at an assumed $33£25€30A$48C$47 an hour for the 4 hours no longer spent writing (6 hours minus 2). The free plans of ChatGPT, Claude and Gemini can do this; a paid plan is up to about $27£20€24A$38C$38 a month for one person if you hit usage limits.

How to set it up

  1. Use the same onboarding checklist for every client: packaging, inserts, gift orders, fragile items, labels and anything banned from the box.
  2. Paste your notes and the client's written instructions into ChatGPT, Claude or Gemini and ask for a one-page bench instruction using only that information.
  3. Check every step against the client's samples and delete anything you didn't give it.
  4. Have a packer follow it on 5 test orders and fix whatever confused them.
  5. Send the final version to the client to confirm before go-live.

What goes wrong

  • An assistant may add a sensible-sounding step the client never asked for. Only your notes and the client's instructions count.
  • Rules for hazardous goods, such as aerosols, batteries or perfumes, come from the courier's rules, not an assistant. Check those yourself.
  • Don't paste the client's customer orders, prices or contracts into consumer AI plans.
  • Instructions go out of date. Date each one and update it when the client changes anything.

More ideas for Warehousing

Warehouse rota for peak: temps and shifts in one app

RotaCloud puts shifts, availability, holiday and swaps for warehouse staff and peak temps in one app, not a WhatsApp group. From about $53£40€48A$77C$75 a month.

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3PL client billing: storage, picks and returns all charged

Mintsoft raises each 3PL client's invoice from the storage, picking, shipping and returns work recorded in the system. From about $499£375€446A$720C$705 a month.

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Shipping rules for fulfillment warehouses: right label first

ShipStation's automation rules pick the courier service for each client's orders, so packers stop choosing by hand. From about $120£90€107A$173C$169 a month.

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Copilot in Excel for warehouses: pick and order patterns

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Returns for fulfillment warehouses: no more mystery parcels

ShipStation's returns portal and RMA workflows mean returns arrive with an order and reason attached, so they're processed in minutes. From about $173£130€155A$250C$244 a month.

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Client portal for 3PLs: fewer 'how much stock?' emails

Mintsoft's client portal lets 3PL clients check stock, order progress and invoices and raise ASNs, instead of emailing you. From about $499£375€446A$720C$705 a month.

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Direct Debit for 3PL storage fees: paid on the due date

GoCardless collects each 3PL client's monthly storage and fulfillment invoice from Xero by Direct Debit on the due date. From about $43£32€38A$61C$60 a month.

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  • Pays for itself in about two weeks
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Last updated October 17, 2026.