Automated Cass Freight Payment Approval Queue
Every morning, WebRun opens CassPort and pulls any freight invoices above your dollar approval threshold that are queued for payment. It logs each to an Airtable approval queue and sends a Slack alert to the designated approvers so large disbursements get a human sign-off before Cass processes payment.
How do I set up a human approval queue for large freight payments in Cass?
WebRun checks your Cass payment queue every morning for invoices above your approval threshold, logs each one in an Airtable approval queue, and sends a Slack alert to designated approvers. Urgent items due today or tomorrow are flagged first, so large freight disbursements never leave your account without a human sign-off.
- Every large freight payment reviewed by a human before disbursement
- Urgent due-date payments flagged first so approvers prioritize correctly
- Approval decisions captured in Airtable with a clear audit trail
Built for transportation controllers · CFOs · freight audit teams · AP managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
my.cassport.comin a real browser with your saved login - no setup, no API keys. -
1
Cass - pull invoices above threshold queued for payment
cassinfo.com
WebRun opens Cass to pull invoices above threshold queued for payment. - Open CassPort and filter the payment queue for invoices above your configured approval threshold
- Capture carrier name, invoice number, invoice amount, payment due date, and GL allocation for each
- Note any invoice that has already cleared audit review versus those still pending audit
Done when All above-threshold invoices pending payment are listed with their details.
-
2
Airtable - log each invoice in the approval queue
airtable.com
WebRun opens Airtable to log each invoice in the approval queue. - Add each invoice as a new record in the Payment Approval Queue base
- Set the Status field to Pending Approval and populate carrier, amount, due date, and GL code
- Mark any invoice where the payment due date is today or tomorrow as Urgent
Done when All pending large-payment invoices are in Airtable with correct urgency status.
-
3
Slack - alert approvers to pending large payments
slack.com
WebRun opens Slack to alert approvers to pending large payments. - Send a Slack alert to the designated approver channel listing today's pending large-payment invoices
- Put urgent items first and include the carrier, amount, and due date for each
- Include a note that approvals should be recorded in Airtable so the payment team can act
Done when Approvers have the pending large-payment list in Slack with urgency clearly flagged.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it release payment in Cass automatically once an invoice is approved in Airtable?
No. Airtable captures the approval decision, but releasing payment in Cass is a human step. WebRun provides the visibility and the queue; the payment team acts on Cass directly.
How do I set the approval threshold?
You configure the threshold during setup. You can set a single dollar amount or tiered thresholds by carrier or transportation mode, and WebRun applies those rules on every run.
What if an approver is out and a payment due date is today?
WebRun marks those invoices Urgent in Airtable and puts them first in the Slack alert. You configure backup approvers during setup so there is always a second recipient when urgency is flagged.
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