Rate Confirmation Automation with McLeod

Generate, send, and track signed rate confirmations the instant a load is booked. Built for how McLeod actually moves. This is exactly the kind of high-volume, rules-based work that a purpose-built AI agent handles better than a busy desk — and it’s what FastFreight’s Booking Agent was built to do.

The problem with manual rate confirmation

Manually drafting rate cons, emailing them out, and chasing signatures delays dispatch and buries reps in paperwork on every single load. If your team already runs McLeod, re-keying between systems is pure lost time.

How the agentic workflow runs

The Booking Agent is the primary actor, but it does not operate in isolation. A load event, inbox message, status change, or scheduled check triggers the workflow; the agent reads context from McLeod, Office 365, E-signature, and Your TMS, applies your operating rules, and hands exceptions or high-impact decisions to a person.

1. 1Builds the rate confirmation from the booked load and agreed terms.
2. 2Sends it to the carrier automatically for signature.
3. 3Tracks receipt and flags any rate con still unsigned.
4. 4Files the executed document against the load record.

What you get

• Dispatch loads faster with instant rate cons
• Stop chasing carriers for signatures by hand
• Keep every signed document attached to the right load

The point of automating rate confirmation is not to replace your reps — it is to hand the repetitive, rules-based portion to the Booking Agent so your people spend their time on relationships, negotiation, and the exceptions that actually need judgment.

Works with your existing stack

No rip-and-replace. This automation connects to McLeod, Office 365, E-signature, and Your TMS and layers onto the tools your team uses today, so rate confirmation improves without a migration project.

How FastFreight implements this workflow

1. 1Map the current rate confirmation SOP, including triggers, decisions, handoffs, and exception paths.
2. 2Connect McLeod, Office 365, E-signature, and Your TMS and identify the source of truth for every required field.
3. 3Configure authority limits, service rules, escalation thresholds, and human approval points for the Booking Agent.
4. 4Launch on a controlled set of live freight, review the audit trail, and compare outcomes with the current process.
5. 5Tune the workflow and expand coverage only after the agent consistently performs inside the approved guardrails.

FastFreight provides both the agent platform and the implementation work. Dispatchers, carriers, and brokers supply the operating knowledge; our team translates it into a connected, governed workflow and continuously improves it as the operation changes.