AI rate confirmation reader preparing a trucking load draft for dispatcher review
| |

How to Review AI-Extracted Load Details in CarrierOS AI

ByUmidjan "Luke" Lukmanov

AI extraction can save typing, but the office should still verify the load draft before it becomes dispatch work. Follow the steps below to review AI extracted load details in CarrierOS AI, then confirm the saved result before the office relies on it.

On this page

Review AI extracted load details in CarrierOS AI screen
CarrierOS AI demo screenshot using safe example carrier data.

Review AI extracted load details in CarrierOS AI: quick answer

Review the original document beside the extracted fields, confirm broker, load number, stops, rate, equipment, accessorials, and appointment times, then save only after the draft matches the paperwork.

Before you start

  • Open the original rate confirmation.
  • Know which details must be exact for dispatch and billing.
  • Have permission to correct load details.

Step-by-step instructions

  1. Start from the AI rate confirmation workflow.
  2. Compare extracted broker and load number to the document.
  3. Check pickup and delivery cities, addresses, dates, and times.
  4. Confirm rate, equipment, and accessorial notes.
  5. Fix missing or wrong values.
  6. Create the load after the review is complete.

Review checklist

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

  • Confidence: A practical review signal: anything uncertain should be checked manually.
  • References: Load number, PO, pickup number, or delivery number.
  • Appointments: Pickup and delivery time windows.
  • Charges: Linehaul and accessorial amounts.
  • Notes: Broker instructions that dispatch or billing needs.

What happens next

Once the draft is clean, create the load and use the load detail page as the source record.

Common problems and fixes

  • If the PDF layout is unusual, expect more manual review.
  • If accessorials are unclear, add a note before billing.
  • If a facility is new, review the address before saving.

Tips for carrier offices

  • Check money fields twice.
  • Do not ignore small reference numbers.
  • Use notes for broker instructions that are easy to miss.

Related guides

Similar Posts