Workflow starts working as soon as your org has data flowing (email connected, loads and drivers in). This page is the one-time setup that shapes how it behaves.
1. Connect Your Email
Most workflow tasks are born from email, broker offers, rate confirmations, POD attachments. Connect the inbox you actually use for dispatch:
What Freigent does with your email →
2. Set Automation Per Department
Open Settings → Workflow Settings. Task types are grouped by Dispatch, Accounting, Safety and Admin. Everything starts on Manual.
Start where you are comfortable:
- Leaving types on Manual or AI Suggest is a perfectly good permanent home. Many carriers run in AI Approve mode for years and are happy.
- Turn things up per task type as trust builds, status updates and reminders first, money-adjacent work later or never.
See Automation Modes for what each mode does.
3. Decide How Far Autonomy Goes
If you are on a plan with AI autonomy, the autonomy level decides which cleared recommendations execute without waiting for you. The gate considers your org's level, the task type's eligibility, and the AI's confidence, low confidence always falls back to a human.
Money and safety actions never auto-execute, at any setting. Invoices, payments, settlements, cash application, factoring, booking, drug tests, accident investigations, FMCSA actions and insurance expirations are finished by you in the app.
4. Turn On the Daily Digest
When the daily task digest is switched on, Freigent emails the account owner at 13:00 UTC if urgent or critical tasks are waiting. You can opt out in notification settings.
What Fires First
With email connected and a load or two in the system, expect the earliest tasks to be:
- Broker offer and rate-confirmation handling (draft replies waiting for your approval)
- Follow-up reminders, POD not received, check calls, status updates
- Compliance dates coming due (registrations, inspections, permits)
The longer Freigent runs, the more the deadline and escalation engines take over the nagging work, things re-fire and escalate on their own schedule, not yours.