1
of 6

What you'll accomplish

By the end of this guide, you'll have Claude set up as a dedicated freight broker assistant that already knows your lanes, your carrier book, your rates, and your communication style. Instead of re-explaining your business every time you need an email drafted, you'll open Claude, describe what you need, and get a ready-to-send result in seconds.

What you'll need

  • A Claude.ai account (free tier works; Claude Pro at $20/month gives you more daily usage)
  • 30 minutes to write your context document (instructions below)
  • Basic information about your brokerage: lanes you specialize in, payment terms, common email types
  • Time needed: 45 minutes to set up; 2-3 minutes per use after that
  • Cost: Free (limited) / $20/month Claude Pro (recommended for daily use)

How-To Guide: Your Personal Freight Broker AI Assistant

Step 1: Create a Claude account

  1. Go to claude.ai
  2. Click "Sign up" and create an account with your email
  3. Verify your email address
  4. You're now on the free tier — good enough to start

What you should see: The Claude chat interface with a text input at the bottom. Troubleshooting: If the page is slow to load, try a different browser or clear your cache.