Guide ยท Broker
Getting emailed tenders into McLeod (and your AI pilot)
Our reps re-key emailed load tenders into McLeod, and our AI quoting pilot can't see live loads. Where do we start?
Start with the re-keying. Fix it once and your AI pilot gets live loads too: the connection that writes a tender into McLeod is the same one the pilot reads from.
ASSUMEDWe assumed a brokerage on McLeod PowerBroker with accounting in a separate system.
Your stack, as you described it
Where people are the glue
- Reps re-key every emailed tender
- The pilot quotes off a spreadsheet, not the TMS
Three ways through
- Use what you haveOften enough
Ask your largest shippers for EDI 204 tenders. McLeod takes them natively, and three or four shippers usually cover half the volume.
- ConnectWhat we'd do
AI reads the rest of the emails and writes them into McLeod through the integration layer. A person approves anything the reader isn't sure about. The quoting pilot reads live loads from the same place.
- BuildOnly if it's your edge
A custom intake and quoting tool, if how you quote is how you win. Most brokers don't need it; a few are built on it.
What happens next
- A 30-minute call to count tenders by channel (EDI, email, phone) and minutes per load.
- The Diagnostic runs on 30 days of your real orders and invoices and hands you a priced plan.
- Connect starts with the shippers that send the most email.
Have a different stack? Ask the guide.
Ask a follow-up