AI rate confirmation reader preparing a trucking load draft for dispatcher review
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How to Create a Load from a Rate Confirmation in CarrierOS AI

ByUmidjan "Luke" Lukmanov

Use this workflow when the broker sends a rate confirmation PDF or document and you want CarrierOS AI to prepare a load draft. Follow the steps below to create a load from a rate confirmation in CarrierOS AI, then confirm the saved result before the office relies on it.

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How to Create a Load from a Rate Confirmation in CarrierOS AI screenshot in CarrierOS AI
CarrierOS AI demo screenshot using safe example carrier data.

Create a load from a rate confirmation in CarrierOS AI: quick answer

Upload or forward the rate confirmation, let CarrierOS AI prepare a draft, review every extracted field, correct anything missing, and create the load after human review.

Before you start

  • Have the rate confirmation file ready.
  • Know the broker, lane, rate, pickup, delivery, and equipment details you expect.
  • Do not dispatch from AI output until a person reviews it.

Step-by-step instructions

  1. From Operations > Loads, click Create Load from Rate Confirmation.
  2. Upload the rate confirmation or use the connected email workflow.
  3. Wait for CarrierOS AI to read the document.
  4. Review broker, route, rate, dates, equipment, and references.
  5. Correct missing or wrong fields.
  6. Create the load and keep the original document attached.

Review checklist

Use this checklist before you save, send, approve, or rely on the record.

  • Broker: The company that sent the rate confirmation.
  • Stops: Pickup and delivery locations, dates, and appointment times.
  • Rate: The amount used for invoice and report records.
  • Equipment: Truck or trailer requirements.
  • References: Broker load number, PO, or other billing references.

What happens next

After the load is created, assign driver, truck, and trailer, then track status and documents from the load detail page.

Common problems and fixes

  • If a field is blank, type it in before creating the load.
  • If the broker name is duplicated, review broker cleanup later.
  • If dates look wrong, compare them with the original PDF.

Tips for carrier offices

  • Use AI to reduce typing, not to skip review.
  • Keep the rate confirmation attached to the load.
  • Check rate and references before invoice work begins.

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