Chase missing carrier onboarding documents automatically
Every morning, WebRun cross-references your carrier onboarding tracker in Google Sheets against DAT to find carriers missing W-9, insurance certificate, or signed broker-carrier agreement, drafts a polite follow-up email for each, and queues the drafts in Gmail for your review before anything is sent.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase carriers for missing onboarding documents?
WebRun checks DAT One and your Google Sheets carrier tracker every morning to find carriers with missing W-9, insurance, or agreement documents. For each gap it drafts a polite follow-up in Gmail and queues it for your approval before any email is sent, keeping your carrier file compliant without manual chasing.
- No carrier slips through with missing compliance documents
- Follow-up emails drafted automatically, reviewed before sending
- Onboarding tracker stays current with every run
Built for freight brokers · carrier relations teams · brokerage compliance managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
one.dat.comin a real browser with your saved login - no setup, no API keys. -
1
DAT - identify carriers with incomplete vetting
dat.com How to Automate DAT
WebRun opens DAT to identify carriers with incomplete vetting. - Open DAT One and review recently added carriers in your carrier network
- Note each carrier's DOT number, MC number, and insurance status on file
- Flag carriers whose authority or insurance has not been confirmed
Done when All recently added carriers are reviewed and incomplete ones are identified.
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2
Google Sheets - cross-check onboarding tracker
google.com How to Automate Google Sheets
WebRun opens Google Sheets to cross-check onboarding tracker. - Open the carrier onboarding tracker in Google Sheets
- Match each flagged carrier to their row and check which documents are missing: W-9, certificate of insurance, or signed broker-carrier agreement
- Mark each gap in the tracker for the audit log
Done when Every incomplete carrier file has its missing documents listed in the tracker.
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3
Gmail - draft follow-up emails for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up emails for review. - Draft a polite, specific follow-up email for each carrier naming the exact documents still needed
- Save each email as a Gmail draft, not sent, for a human to review and approve before sending
Done when One Gmail draft exists per incomplete carrier, ready for your review before sending.
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 send the follow-up emails automatically?
No. WebRun drafts each email and saves it in Gmail for your review. Nothing is sent until a human approves and clicks Send, so you stay in control of every carrier communication.
Which documents does it check for?
It checks for the documents you list in your Google Sheets tracker: typically W-9, certificate of insurance, and signed broker-carrier agreement. You can add or remove columns to match your onboarding checklist.
What if a carrier has already sent the documents?
If their row in the tracker is marked complete, WebRun skips them. Update the sheet when documents arrive and they will be excluded from the next run.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.