Automated New Shipper Credit Check Routing
When a new shipper row is added to your Google Sheets prospect tracker, WebRun opens DAT One to check for any payment warnings or carrier feedback associated with the shipper's MC or DOT number, logs the findings to Google Sheets, and posts a credit risk summary to Slack for the account manager to review before booking the first load.
How do I automatically run a credit check on new shippers using DAT?
When a new shipper is added to your Google Sheets prospect tracker, WebRun opens DAT One to check for payment warnings and carrier feedback on that company. It assigns a risk level and posts a credit summary to the account manager's Slack, including a recommended payment term, so your team reviews creditworthiness before the first load is ever booked.
- Credit risk reviewed before any load is booked with a new shipper
- High-risk shippers flagged for manager approval automatically
- No load ships on unreviewed credit terms
Built for freight brokers · credit managers · account managers · brokerage risk teams
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
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - detect new shipper added to prospect tracker
google.com
WebRun opens Google Sheets to detect new shipper added to prospect tracker. - Detect when a new row is added to the shipper prospect tracker with status New
- Capture the shipper's company name, MC or DOT number, and assigned account manager
Done when New shipper details are captured and the credit check process is triggered.
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2
DAT - check shipper payment history and carrier feedback
dat.com
WebRun opens DAT to check shipper payment history and carrier feedback. - Open DAT One and search for the shipper by company name or MC number
- Check for any credit alerts, payment warnings, or negative carrier feedback associated with the shipper
- Note the shipper's DAT credit score or payment term category if available
Done when DAT credit and payment history is reviewed and a risk level (low, medium, high) is assigned.
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3
Slack - route credit risk summary to account manager
slack.com
WebRun opens Slack to route credit risk summary to account manager. - Post a credit risk summary to the account manager's Slack DM or a credit-review channel
- Include risk level, key findings from DAT, and a recommended payment term or credit limit
- Flag high-risk shippers for a manager to approve before any load is booked
Done when Account manager and credit reviewer have the risk summary in Slack before the first load is booked.
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
Does it approve or decline credit automatically?
No. WebRun surfaces the DAT payment history and assigns a risk level, then routes the findings to your account manager and credit reviewer in Slack. The decision to extend credit or set payment terms is always made by a human.
What DAT data does it use for the credit check?
It checks DAT One for any payment warnings, credit alerts, or carrier feedback associated with the shipper's company name or MC number. It reads what DAT has on file and does not pull external credit bureau data.
What if the shipper has no history in DAT?
If DAT has no record for the shipper, the summary will note insufficient history and flag them as requiring manual credit verification before booking. New shippers with no track record are treated as medium risk by default.
Related templates
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