Customs brokerage

Customs brokerage automation templates

12 ready-made workflows for Customs brokerage. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Descartes, Slack and Google Sheets.

Customs brokerage
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Automated Descartes New Importer Onboarding
When a new importer is added in Descartes, WebRun collects their profile details, drafts the welcome and document request email, and creates an onboarding checklist in Airtable so nothing is missed before their first entry.
DescartesAirtableGmail
Automated Descartes Missing Invoice Chaser
WebRun checks Descartes for entries missing a commercial invoice, drafts a chase email to each importer or shipper, and queues it for your team to review before sending.
DescartesGmailSlack
Automated Descartes ISF Late Filing Alerts
WebRun monitors Descartes for ISF filings that are approaching or past the 24-hour deadline and alerts your team in Slack before a penalty is triggered.
DescartesSlack
Automated Descartes Importer Bond Expiry Tracking
WebRun reviews Descartes for importer bonds expiring in the next 60 days and updates a Google Sheets tracker so your team can renew on time and avoid costly lapses.
DescartesGoogle SheetsSlack
Automated Descartes HTS Classification Queue
WebRun scans Descartes for entries with unclassified or flagged HTS codes and compiles a prioritized review queue in Airtable so your classifiers work the right items first.
DescartesAirtable
Automated Descartes CBP Exam Hold Alerts
WebRun monitors Descartes continuously for new exam holds placed by CBP and sends your team a Slack alert within minutes so you can brief the importer and arrange exam logistics immediately.
DescartesSlackGmail
Automated Descartes Entry Status Digest
Every morning, WebRun opens Descartes, collects the latest status on all active entries, and posts a concise digest to Slack so your brokerage team starts the day informed.
DescartesSlack
Automated Descartes Duty Payment Deadline Tracking
WebRun reviews Descartes daily for duty and tax payment deadlines coming up in the next 10 days and posts a prioritized tracker to Google Sheets so your accounting team can plan ahead.
DescartesGoogle Sheets
Automated Descartes Duty Drawback Candidate Flags
WebRun scans Descartes for entries that match common duty drawback eligibility criteria and adds them to a candidate list in Google Sheets so your team can pursue refund claims before the five-year filing window closes.
DescartesGoogle Sheets
Automated Descartes Daily Clearance Report
Every evening, WebRun compiles all entries cleared through Descartes during the day into a structured clearance report in Google Sheets, giving management a complete view of the day's throughput.
DescartesGoogle Sheets
Automated Descartes Client Document Chaser
WebRun checks Descartes daily for entries with outstanding document requests, drafts a chase email for each client, and queues the drafts in Gmail for broker review before any email is sent.
DescartesGmailTelegram
Automated Customs Broker CE Hours Tracking
WebRun monitors your team's customs broker license continuing education (CE) status and posts a weekly tracker to Google Sheets so no broker misses the triennial CE requirement before license renewal.
DescartesGoogle SheetsSlack

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