Freight brokerage

Freight brokerage automation templates

12 ready-made workflows for Freight 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: DAT, Google Sheets and Slack.

Freight brokerage
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Automated New Shipper Credit Check Routing
When a new shipper is added to your prospect list in Google Sheets, WebRun looks up their credit profile, checks DAT for any known payment issues in the carrier community, and routes the credit check result to the right person in Slack with a recommendation before the first load is booked.
DATGoogle SheetsSlack
Automated Rate Confirmation Chaser for Freight Brokers
WebRun scans DAT for loads scheduled to pick up within 24 hours that don't have a signed rate confirmation on file, then drafts a follow-up to the carrier for each one so your team can close the gap before the truck rolls.
DATGmail
Automated DAT Margin Per Load Report
WebRun pulls completed load data from DAT, calculates the margin on each load using your buy and sell rates, and logs the results to Google Sheets so you always know which lanes and carriers are most profitable.
DATGoogle Sheets
Automated DAT Load Board Digest
WebRun scans DAT for today's available loads on your key lanes, pulls spot rates, and posts a ranked digest to Slack so your team knows exactly where to focus before the first call.
DATSlack
Automated DAT Lane Rate Trend Digest
WebRun pulls weekly spot rate trends from DAT for your most active lanes and posts a digest to Slack so your brokers can quote with confidence and renegotiate contracts when the market shifts.
DATSlackGoogle Sheets
Automated Freight Factoring Submission Packet
WebRun pulls completed loads from DAT, assembles the load details needed for your factoring company submission, and logs a daily packet to Google Sheets so your team can review and submit without hunting for data.
DATGoogle SheetsGmail
Automated DAT Detention and Accessorial Tracker
WebRun reviews recent loads in DAT, identifies detention and accessorial charges that have been incurred but not yet invoiced, and logs them to Google Sheets so nothing falls through the cracks at billing time.
DATGoogle SheetsSlack
Automated DAT Daily Coverage Report
WebRun pulls all open loads from DAT, checks which ones have carriers assigned and which are still uncovered, and posts a prioritized coverage report to Slack so your team can focus on the loads at risk.
DATSlack
Automated Customer Freight Quote Follow-Up
WebRun checks your quote log in Google Sheets for customer quotes that haven't received a response, pulls current DAT spot rates to keep the follow-up relevant, and drafts a personalized follow-up email in Gmail for each open quote.
DATGoogle SheetsGmail
Automated Carrier Onboarding Document Chaser
WebRun checks DAT for carriers you've added but whose onboarding packet is incomplete, then drafts a follow-up email for each one and queues it for your review before sending.
DATGmailGoogle Sheets
Automated Carrier Insurance Expiry Alerts
WebRun checks your active carriers in DAT against their insurance expiry dates, flags any expiring within 30 days, and posts an alert to Slack so you can pull loads from at-risk carriers before coverage lapses.
DATSlack
Automated Carrier Compliance Watchlist
WebRun monitors your active carrier network in DAT for safety rating changes, authority revocations, or insurance lapses, and posts a weekly compliance watchlist to Slack so you can pull loads from at-risk carriers before an incident.
DATAirtable

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