Logística y transporte
Logística y transporte: plantillas de automatización, página 10
474 flujos de trabajo listos para usar en Logística y transporte. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: Slack, Google Sheets y Gmail.
Automated YardView Customer Onboarding Kickoff
When a new customer account is created in YardView, WebRun drafts a welcome email with setup instructions, creates a Google Calendar kickoff call invite, and sends your onboarding team a Slack notification to begin the process.
Automated Overdue Refund Status Drafts for Returns
Every morning, WebRun checks ReverseLogix for approved returns where the refund has not been issued within your SLA, and drafts a status update email for each customer so your support team can send with one click.
Automated LTL Customer Onboarding Kickoff
WebRun sets up a new LTL customer in your systems by pulling lane rates from SMC3, creating the account in QuickBooks, and drafting a welcome email with freight class and accessorial guidance for your team to review.
Automated Intermodal Customer Onboarding Kickoff
When a new intermodal customer account is created in Rail Command, WebRun drafts a welcome email, creates a DocuSign envelope for the rate agreement, and sets up a Google Calendar kickoff call for your team to review before sending anything.
Automated Carrier Insurance Certificate Expiry Tracking
WebRun scans your carrier insurance certificate records weekly, flags any certificates expiring in the next 30 days, and drafts renewal request emails to carriers for your team to review and send.
Automated Customer Onboarding for Freight Dispatch
When a new customer is added to Truckbase, WebRun collects their broker packet requirements, creates a setup checklist in Google Sheets, and drafts a welcome email in Gmail for your review before sending.
Automated Auto Transport Customer Onboarding
When a new customer order is created in Super Dispatch, WebRun drafts a personalised welcome and onboarding email, creates a setup task in Google Sheets, and schedules a kickoff event in Google Calendar for your team to review.
Automated Air Cargo Customer Onboarding Kickoff
When a new customer account is created in Awery, WebRun drafts a welcome email with onboarding instructions, creates a DocuSign envelope for the service agreement, and adds a kickoff call to Google Calendar for your account manager.
Automatic Carrier Insurance Certificate Expiry Tracking
WebRun cross-references carrier insurance certificate dates against active YardView carrier records, drafts renewal request emails for those expiring within 30 days, and sends your compliance team a weekly summary.
Automated B2B Returns Portal Onboarding in ReverseLogix
When a new B2B customer account is created in ReverseLogix, WebRun drafts a personalized onboarding email with portal access instructions and return policy details, and queues it in Gmail for your account team to review and send.
Automated LTL Carrier Insurance Certificate Tracking
WebRun reviews your approved LTL carrier list against their insurance certificate expiry dates, drafts renewal request emails for at-risk carriers, and posts a weekly expiry report to Slack.
Automated Carrier Insurance Certificate Expiry Tracking
WebRun checks your carrier compliance records weekly, finds insurance certificates expiring within 30 days, and drafts a renewal request email to each carrier for your review so no lane goes uninsured.
Automated Heavy Haul Cargo Claim Tracking
WebRun monitors your open cargo claims, checks each for updates in your claims records, tracks regulatory deadlines, and posts a weekly status digest to Slack so no claim goes stale or misses an acknowledgment or response window.
Automated Carrier Insurance Certificate Expiry Alerts
WebRun scans your carrier compliance records in Truckbase for insurance certificates expiring within 30 days, logs them to a tracking sheet, and posts a daily Slack alert so your team can follow up before coverage lapses.
Automated Carrier COI Expiry Tracking
WebRun reviews your Super Dispatch carrier roster weekly, flags any Certificate of Insurance expiring within 30 days, and drafts a renewal reminder to the carrier for your review.
Automated Carrier Insurance Certificate Expiry Tracking
WebRun checks Awery for carrier records with insurance certificates expiring in the next 30 days, drafts renewal reminder emails to each carrier, and logs expiry dates in Google Sheets so your compliance team is never caught off-guard.
Automated Cargo Claim Tracking and Follow-Up
WebRun monitors open cargo claims linked to YardView yard incidents, posts a weekly status digest to Slack for your claims team, and drafts status-request emails to carriers where a response is overdue.
Automated Carrier Claim Tracking for Damaged Returns
Every Monday, WebRun opens ReverseLogix, pulls returns marked as damaged in transit, checks the claim status against your carrier records in Google Sheets, and posts a tracker update to Slack so nothing falls through the cracks.
Automated LTL Cargo Claim Status Tracking
WebRun monitors your open LTL cargo claims, checks for carrier acknowledgment and settlement status, logs updates in Google Sheets, and posts a weekly claim status summary to Slack.
Automated Intermodal Cargo Claim Tracking
WebRun monitors your open intermodal cargo claims in Rail Command and Google Sheets, flags any claim that has not received a carrier response within 30 days, and drafts a follow-up to the carrier for your review.
Automated Axle Weight Compliance Checking
WebRun reviews your upcoming ProMiles loads against permitted axle weight limits, flags any configuration that exceeds jurisdiction thresholds, and alerts your compliance team in Slack so weight adjustments happen in the yard, not at a weigh station.
Automated Cargo Claim Deadline Tracking
WebRun reviews open cargo claims in your Google Sheet claim register, checks each claim's age against the filing deadline, and posts a weekly Slack alert listing any claims approaching their cutoff so your team can act in time.
Automated Auto Transport Cargo Claim Tracking
WebRun monitors your open cargo claims in Super Dispatch weekly, checks the age and status of each claim, logs them in Google Sheets, and sends a Telegram summary so nothing stalls without you noticing.
Automated Air Cargo Claim Tracking and Follow-Up
WebRun monitors open cargo claims in Awery, tracks response deadlines, drafts follow-up messages to insurers or handlers for your approval, and posts a weekly claim status digest to Slack so no claim misses its deadline.
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