Chase missing load documents before invoices get held
Every morning, WebRun scans OTR Solutions for factored loads with missing or incomplete documents such as proof of delivery or rate confirmations, logs each gap to a Google Sheet, and queues SMS reminders via Twilio for a dispatcher to review and send to the right driver.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase missing load documents for freight factoring invoices?
WebRun scans OTR Solutions each morning for factored loads with missing proof of delivery or rate confirmations, logs every gap to a Google Sheet with driver and load details, and queues SMS reminders via Twilio for a dispatcher to approve before any message reaches a driver.
- Missing documents caught the same morning they fall overdue
- Dispatchers review a prioritized list instead of hunting for gaps manually
- No driver SMS goes out without human approval
Built for trucking dispatchers · 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 - find loads with missing documents
otrsolutions.com How to Automate OTR Solutions
WebRun opens OTR Solutions to find loads with missing documents. - Open OTR Solutions client portal and filter loads to those flagged as pending documentation
- For each load, note the document type missing, the driver name, the broker, and the load number
- Identify how many days since the load was delivered and the document was expected
Done when Every load with a missing document is listed with driver, broker, load number, and document type.
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2
Google Sheets - log document gaps by driver and load
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log document gaps by driver and load. - Append each missing-document record to the document-tracking Google Sheet
- Include columns for load number, driver, broker, document type, delivery date, and days overdue
- Mark rows that are more than 48 hours overdue in red for priority
Done when The tracking sheet is updated with all open document gaps, priority-flagged where needed.
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3
Twilio - queue driver SMS reminders for review
twilio.com How to Automate Twilio
WebRun opens Twilio to queue driver SMS reminders for review. - Draft an SMS reminder to each driver with their load number and the specific document needed
- Queue each message in Twilio but do not send automatically
- Present the queue to a dispatcher for review and one-click send approval
Done when SMS reminders are drafted and queued for dispatcher approval, ready to send with a single action.
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 text drivers without a dispatcher approving first?
No. Every SMS reminder is queued in Twilio as a draft and held for a dispatcher to review and approve before any message is sent to a driver.
What documents does it look for?
It checks for the documents OTR Solutions requires to fund an invoice: proof of delivery, signed rate confirmation, and any accessorial paperwork flagged on the load.
What happens when a driver submits the missing document?
OTR Solutions updates the load status on the next run, and the tracking sheet row is automatically marked as resolved so the driver drops off the reminder queue.
Related templates
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