Track broker license continuing education requirements automatically
Every Monday, WebRun checks the customs broker CE tracking data maintained in Descartes or your linked records, calculates each licensed broker's remaining CE hours against the triennial requirement, updates a Google Sheets tracker, and posts a Slack summary flagging anyone whose CE hours are below the required threshold with more than six months remaining in their cycle.
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How do I track customs broker continuing education hours to ensure timely license renewal?
WebRun checks Descartes every Monday for each licensed broker's continuing education hours in the current triennial period. It updates a Google Sheets tracker with hours completed and remaining, and posts a Slack flag for anyone falling behind the 36-hour CBP requirement, so your compliance manager can prompt action before the cycle end date.
- No licensed broker reaches their triennial cycle end date short of the required 36 CE hours
- Compliance manager sees a weekly at-a-glance view of the whole team's CE status
- Brokers who are behind are flagged early, when there is still time to catch up
Built for customs brokerage compliance managers · brokerage firm owners · licensed customs brokers · HR and training coordinators
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
www.descartes.comin a real browser with your saved login - no setup, no API keys. -
1
Descartes - read broker CE and license records
descartes.com How to Automate Descartes
WebRun opens Descartes to read broker CE and license records. - Open Descartes and navigate to broker license and compliance records
- Read each licensed broker's CE hours completed in the current triennial period
- Capture broker name, license number, CE hours completed, hours required (currently 36 per triennial), hours remaining, and triennial period end date
Done when All licensed brokers have a current CE hours snapshot with their remaining requirement.
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2
Google Sheets - update the CE hours tracker
google.com How to Automate Google Sheets
WebRun opens Google Sheets to update the CE hours tracker. - Open the broker CE tracker Google Sheet
- Update each broker's row with the latest hours completed and hours remaining
- Highlight in red any broker whose hours remaining are fewer than 10 with more than 90 days left in the cycle, indicating they are falling behind
Done when The Google Sheet reflects each broker's current CE hours status for the week.
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3
Slack - flag brokers who are behind on CE hours
slack.com How to Automate Slack
WebRun opens Slack to flag brokers who are behind on CE hours. - Post a weekly Slack summary to the compliance channel listing brokers who are behind on CE hours
- Include the broker's name, hours remaining, and cycle end date
- If all brokers are on track, post a brief all-clear message instead
Done when The compliance team has a weekly CE hours summary in Slack.
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 register brokers for CE courses or submit renewal applications?
No. WebRun tracks and reports CE hours only. Course registration and license renewal applications must be handled by the broker or your firm's compliance manager.
What is the CE requirement it tracks against?
CBP requires licensed customs brokers to complete 36 continuing education hours per triennial period. WebRun tracks hours completed against this requirement and flags anyone who is falling behind their expected pace.
What if the CE data in Descartes is not up to date?
The tracker reflects exactly what is recorded in Descartes. Your compliance manager should ensure CE completions are logged in Descartes so the tracker stays accurate.
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