Prepare factoring rate change notices for carrier review
Every morning, WebRun opens OTR Solutions and checks for any pending rate adjustments on carrier accounts, logs the change details to a Google Sheet, and drafts a personalized rate change notice in Gmail for your team to review and approve before the carrier is notified.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically draft factoring rate change notices for carriers?
WebRun checks OTR Solutions every morning for pending factoring rate adjustments, logs each change with its effective date to a Google Sheet, and drafts a personalized notice email in Gmail for every affected carrier. Your team reviews and approves each notice before it is sent, so no carrier is surprised by a rate change.
- No carrier is surprised by a rate change that was not communicated in advance
- Rate changes logged and tracked in Google Sheets from detection to confirmation
- All notice emails reviewed by a human before reaching any carrier
Built for freight factoring account managers · carrier relationship teams · trucking back-office staff
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 - detect pending rate adjustments on carrier accounts
otrsolutions.com How to Automate OTR Solutions
WebRun opens OTR Solutions to detect pending rate adjustments on carrier accounts. - Open OTR Solutions and review carrier account settings or rate schedules for any pending changes
- Record the carrier name, account ID, current factoring rate, new rate, and effective date for each change
- Check whether the carrier is on a standard or promotional rate plan
Done when All pending rate changes are captured with carrier name, old rate, new rate, and effective date.
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2
Google Sheets - log rate change details and effective dates
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log rate change details and effective dates. - Log each rate change to the rate change tracking Google Sheet with carrier name, account ID, old rate, new rate, effective date, and notice status
- Mark the row as pending notice until the carrier email is sent and confirmed
- Flag changes effective within 7 days as urgent
Done when All rate changes are logged in the tracking sheet with status and urgency flags.
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3
Gmail - draft rate change notice for team review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft rate change notice for team review. - Draft a personalized rate change notice email for each affected carrier
- Include the carrier's name, current rate, new rate, effective date, and a brief explanation of the change
- Leave each email as a draft in Gmail for your team to review and approve before sending. Do not send automatically
Done when A Gmail draft notice exists for every affected carrier and is ready for team review.
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 send rate change notices to carriers automatically?
No. Every notice is drafted in Gmail and held unsent for your team to review and approve. Rate change communications are financial notices that require human sign-off before reaching any carrier.
How far in advance does it catch rate changes?
The daily morning run detects pending changes as soon as they appear in OTR Solutions and flags those with effective dates within 7 days as urgent, giving your team time to notify carriers before the change takes effect.
Can it handle different rate plans for different carriers?
Yes. It reads each carrier's specific rate plan from OTR Solutions and personalizes the notice for their account, including the current rate, new rate, and any plan-specific terms.
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