Automated Carrier Compliance Deadline Tracker
Every morning, WebRun checks OTR Solutions for your carrier compliance documents including insurance certificates and operating authority, logs expiry dates to a Google Sheet, and posts a Slack alert for any credential expiring within 30 days so funding is never interrupted.
How do I automatically track carrier compliance deadlines that affect freight factoring?
WebRun reads your carrier compliance credentials in OTR Solutions each morning, including insurance certificates and operating authority, updates a Google Sheet with expiry status and days remaining, and posts a Slack alert for anything expiring within 30 days so factoring advances are never interrupted by a lapsed document.
- Credential expirations caught 30 days in advance before funding is at risk
- Compliance sheet updated every morning with current status
- Manager tagged automatically when a deadline is within 14 days
Built for trucking carriers · fleet managers · owner-operators · freight factoring clients
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
client.otrsolutions.comin a real browser with your saved login - no setup, no API keys. -
1
OTR Solutions - read carrier credential expiry dates
otrsolutions.com
WebRun opens OTR Solutions to read carrier credential expiry dates. - Open the OTR Solutions client portal and navigate to carrier documents or compliance
- Read the expiry date for each required credential: insurance certificate, operating authority, MC number, and any surety bond on file
- Note which documents are within 60 days of expiry
Done when All carrier credential expiry dates are captured and those within 60 days are flagged.
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2
Google Sheets - log credential status and days remaining
google.com
WebRun opens Google Sheets to log credential status and days remaining. - Update the compliance tracking Google Sheet with the current expiry date and days remaining for each credential
- Highlight rows where days remaining is under 30 in red and under 60 in yellow
- Add a note to rows that were updated today
Done when The compliance sheet reflects today's status with color-coded urgency for each credential.
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3
Slack - alert team to upcoming expirations
slack.com
WebRun opens Slack to alert team to upcoming expirations. - Post a Slack alert listing every credential expiring within 30 days with the exact expiry date and days remaining
- Tag the compliance owner or fleet manager for credentials within 14 days
- Include a link to the OTR Solutions portal for immediate action
Done when The compliance team has a same-day Slack alert for every expiring credential affecting factoring eligibility.
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
Which documents does OTR Solutions require to stay active?
OTR Solutions requires proof of insurance, operating authority, and MC number to remain valid. Lapses in any of these can pause invoice funding until updated documents are submitted.
Will it upload renewed documents to OTR Solutions automatically?
No. WebRun flags expiring credentials and alerts your team, but document uploads to OTR Solutions are completed by a human to ensure the correct files are submitted.
What if a credential expires on a weekend?
The daily morning run catches it before the weekend, so your team gets a Friday alert with time to act. The 30-day window is designed to give plenty of lead time.
Related templates
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