How Email-to-Load Automation Works in CarrierOS AI
Email-to-load automation helps the office start load drafts from broker emails and attached documents. The guide below explains the email to load automation works in CarrierOS AI workflow and what to verify before moving on.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Email to load automation works in CarrierOS AI: quick answer
Broker email content and rate confirmation files can feed a draft workflow, but a person should still review extracted details before creating or dispatching the load.
Before you start
- Know the connected email process for your workspace.
- Use broker emails that include enough load details or attachments.
- Assign a team member to review drafts.
Step-by-step instructions
- Receive or forward the broker email into the connected workflow.
- CarrierOS AI reviews the email and attachments.
- Open the draft or rate confirmation review.
- Check broker, route, rate, references, equipment, and notes.
- Create the load after review.
- Attach the source email or document if needed.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Source email: The broker message or forwarded email.
- Attachment: Rate confirmation or supporting file.
- Draft load: The load record prepared for review.
- Review status: Whether a person approved the data.
What happens next
After a draft becomes a load, assign equipment and track status like any other load.
Common problems and fixes
- If no draft appears, check whether the email had an attachment or readable load details.
- If fields are missing, fill them before saving.
- If the wrong broker appears, clean up broker records later.
Tips for carrier offices
- Use consistent forwarding habits.
- Review every AI draft.
- Keep source documents connected for billing.
