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Rate Confirmation Drafter · Freight & Logistics

Rate cons out minutes after booking, without retyping the load

Each booked load row becomes a complete rate confirmation with your terms word for word. A dispatcher approves it, it's emailed to the carrier and logged in your sheet.

Available now $99 one-time · never renewsIncluded in Enterprise
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Free account to start. Buying and running live need a paid plan.

  • Starts from an event in a connected app
  • 1 AI step
  • A person approves before it acts
  • About 15 min to set up

Sound familiar?

The job, before and after this agent.

What it feels like today

  • “Retyping stops, PU numbers and rates into a rate con template for every load.”
  • “One wrong rate or missing stop on a rate con turns into a fight at invoice time.”
  • “I can never find which rate cons actually went out.”

What you get with the agent

  • A full rate con: broker and carrier, pickup and delivery with dates and references, equipment, commodity, weight, agreed rate and accessorials.
  • Your standard terms copied word for word.
  • Rows missing a carrier email, stop, date, equipment or rate sent back to your dispatch desk instead of guessed.
  • Dispatcher approval before each email to the carrier, Reply-to your dispatch inbox.
  • Every rate con sent logged in your sheet.

Before

Load booked at 2:10. The rate con goes at 2:45 after a copy-paste marathon, with last week's PU number still in it.

After

The booked row lands in the sheet, the rate con is drafted from it, the dispatcher checks and approves, and the carrier has it in their inbox.

How it works

The whole workflow, step by step.

Starts on each new row in your Booked loads sheet in Google Sheets. AI writes the rate confirmation: broker and carrier, pickup and delivery with dates and references, equipment, commodity, weight, the agreed rate and accessorials, and your standard terms word for word. Rows missing a carrier email, a stop, a date, the equipment or the rate are emailed back to your dispatch desk. A dispatcher approves or edits each rate con in Reviews before it's emailed to the carrier with Reply-to your dispatch inbox, and every one sent is logged in your sheet. It's an email, not a PDF, and there's no e-signature: the carrier replies to accept.

  1. TriggerNew booked load
  2. AI stepDraft the rate confirmation
  3. LogicCheck the math
  4. LogicAnything missing?
    • Missing details:Ask dispatch to complete the row
    • Complete:Approve the rate confirmation
  5. OutputAsk dispatch to complete the row
  6. OutputSent back to dispatch
  7. Human approvalApprove the rate confirmation
    • Approved:Email it to the carrier
    • Rejected:Not sent
  8. OutputEmail it to the carrier
  9. App callLog it in the rate con sheet
  10. OutputRate con sent
  11. OutputNot sent

This is the workflow that opens in your workspace when you set the agent up. Every step can be edited.

  1. Step 1New booked loadStarts a run for each new row in your Booked loads sheet.
  2. Step 2Draft the rate confirmationAI writes the rate confirmation from the booked load (lane, stops, dates, equipment, rate, accessorials) and your standard terms, and checks nothing required is missing.
  3. Step 3Check the mathAdds up the carrier pay lines into the all-in rate in code — not by AI — writes the correct rate into the rate confirmation and flags anything the AI got wrong for the dispatcher.
  4. Step 4Anything missing?Loads missing a carrier email, a stop, a date, the equipment or the rate go back to your dispatch desk; complete ones go to review.
  5. Step 5Ask dispatch to complete the rowEmails your dispatch desk which details are missing from the booked load row.
  6. Step 6Sent back to dispatchThe run history keeps the load and what was missing.
  7. Step 7Approve the rate confirmationA dispatcher checks the rate con in Reviews against the booking, edits it if needed and approves it to email the carrier.
  8. Step 8Email it to the carrierSends the approved rate confirmation to the carrier's email from your workspace's sender, with replies going to your dispatch inbox.
  9. Step 9Log it in the rate con sheetAdds a row (sent at, load, carrier, MC, lane, pickup date, rate, carrier email) to your rate confirmation log tab.
  10. Step 10Rate con sentThe run history keeps the approved rate confirmation.
  11. Step 11Not sentRejected rate cons are kept in the run history; nothing was sent.

Example run

What goes in, and what comes out.

Example with fictional data

Comes in

Fictional load SFB-20417: Red River Haulers, Dallas pickup Oct 14 08:00 with PO 448812, Atlanta delivery Oct 15 14:00 appointment, $1,575 all-in, lumper reimbursed with receipt.

The agent produces

A rate con email with every stop, reference and the agreed rate exactly as booked, your terms word for word, waiting for dispatcher approval, then logged in your sheet.

What you need

Everything it takes to run it.

About 15 minutes from purchase to live. A checklist above the canvas takes you through each step.

Plan

Included in Enterprise; on other paid plans it's $99 once. Agents run live on paid plans, from Basic ($39/mo).

Your AI key

Connect any of 14 AI providers on your own key. Your provider bills usage directly, at cost; we add no markup.

Apps

Checklist

  • A paid plan (agents run live on paid plans).
  • An AI provider key (Settings → AI Providers).
  • Google Sheets, connected in Settings → Integrations.
  • A Booked loads sheet with a row per load (by hand, a form or a TMS export) and your rate con terms.

Setup, about 15 minutes

  1. Connect your AI provider. The AI steps run on your own key (OpenAI, Anthropic, Google and more). Add one in Settings → AI Providers.
  2. Connect Google Sheets. Connect the Google account that can open your Booked loads sheet.
  3. Pick your Booked loads sheet. Open the trigger “New booked load”, pick your Google account, paste the spreadsheet link and pick the tab.
  4. Paste your company details and terms. Open “Draft the rate confirmation” and replace the placeholder with your company details and rate con terms.
  5. Add your dispatch addresses. Open “Ask dispatch to complete the row” and “Email it to the carrier” and enter your dispatch desk and inbox.
  6. Pick the log tab. Open “Log it in the rate con sheet”, pick your Google account, the spreadsheet and the tab.
  7. Test it with Dry Run. Press Dry Run: the agent runs on sample data with no messages sent and nothing written to your apps.
  8. Switch the trigger on. Open the trigger and press “Activate app trigger”: from then on each new booked load row gets a rate con. Assign the review step to your dispatchers.

Is it a fit?

Who it's for, and what it won't do.

Built for

  • Freight brokers and dispatch desks
  • Brokerages tracking booked loads in a sheet
  • Agents who send rate cons by email

What it doesn't do

  • It's sent as an email, not a PDF, and there's no e-signature: the carrier replies to accept.
  • It never changes the agreed rate or adds charges, and never emails a carrier without approval.
  • It doesn't read your TMS or update the load's status anywhere except the log tab.

We list the limits up front so you can decide before you buy.

Price

$99 one-time

Per workspace. It never renews.

Available now
  • Included at no extra cost on Enterprise.
  • Buying and running it live need a paid plan, from Basic ($39/mo).
  • Dry Run costs nothing: simulated AI and app calls, nothing sent.
  • AI usage is billed by your own provider, at cost. No AI credits to buy from us.
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One-time agent purchases aren't covered by the 30-day money-back guarantee. Refund policy

FAQ

Questions about Rate Confirmation Drafter.

Could it change the rate?

No. It never changes the agreed rate or adds charges, and never emails a carrier without a dispatcher approving it.

Is it a signable PDF?

No. It's an email and the carrier replies to accept. There's no e-signature in this version.

Does it connect to my TMS?

It starts from a Google Sheet row. Many TMSs can export or sync booked loads to a sheet, or you can add them by hand or with a form.

Setup and cost?

About 15 minutes: connect Google Sheets, paste your company details and terms, add your dispatch addresses, Dry Run. A one-time unlock that never renews; paid plan and your own AI key for live runs.

Is it a PDF the carrier can sign?

No. It's sent as an email; the carrier replies to confirm. A DocuSign version is planned.

Can it start from my TMS?

It starts from a Google Sheet row. Many TMSs can export or sync booked loads to a sheet.

Is this a subscription?

No. Rate Confirmation Drafter is a one-time purchase of $99 per workspace and never renews. The Enterprise plan includes it at no extra cost. Running it live needs a paid plan (from Basic ($39/mo)), and your AI provider bills you directly for usage.

Can I test it before it touches real data?

Yes. Once it's set up in your workspace, Dry Run plays every step on sample data with simulated AI and app calls: nothing is sent and nothing in your apps changes. Switch the trigger on only when you're happy.

Put Rate Confirmation Drafter to work.

Free account, no credit card. Your Agents page opens with Rate Confirmation Drafter ready to buy and set up, then Dry Run it before it goes live.

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