Automations

Every stage
runs itself

Eight automations take a trip from the first inquiry to the thank-you. A person steps in only where needed.

Quoting

Inquiry, quotation and confirmation. Requests go out, replies are chased and holds are verified.

Booking

Collection, conversion and payment. Documents, vouchers and deposits come together on the trip.

Traveling

Ground support and follow-up. Teams are briefed, and every traveller hears from you after.

The full list

Eight automations,
one for each stage.

WhatsApp
Hi! We are thinking Kenya in March, 9 nights, 2 adults and 2 kids. Can you quote?09:41
Thanks Lena! What budget do you have in mind?09:41 · auto
Brief · KE-2292
DestinationKenya
DatesMarch · 9 nights
Travellers2 adults + 2 children
BudgetAsked
Request for quotesKenya · 9 nights
SentChasedQuote
Rift Valley GS
€4,180
Acacia Safari
Waiting
Mara North Camps
€3,960
Acacia was chased automatically · quotes land on your board
Mara North CampsRe-verified
March availability
1234567891011121314
Confirm requestHold the family room, 3 to 12 March?Confirmed
Small changeLate arrival noted, passed on without a callPassed on
7of 10
Trip file KE-2291
Chasing the rest automatically
Travellers
Passport 1
Passport 2
Visareminder sent
Flight ticketreminder sent
Suppliers
Hotel voucher
Transfer
Safari pass
Park entrychased
Supplier document
Rift Valley GS
Standard route€4,180
Reissued as yours
Meridian Travel
Kenya family safariFiled on trip
Their branding removed, your document filed against KE-2291
Payment scheduleKenya family safari
Deposit requested10 Feb
Deposit paid€1,480 · 20 Feb
Balance request1 Apr
Balance due€3,536 · 15 Apr
Rift Valley GS notified€1,480 received · availability held
Day 1 · ArrivalOn trip
AirportLodge
Driver brief sentJoseph M. · pickup 09:30, 4 travellersSent
Flight delayed 40 minPickup moved to 10:10 and raised to youPassed on
Follow-up sequenceAutomatic
Day 2
Proposal nudge“Any questions on the Kenya proposal?”
−3 days
Pre-departurePacking list and driver details
+1 day
Thank you“Thank you for travelling with us, Lena!”
+3 days
Feedback

A person used to do every one of these by hand. Now a person steps in only where needed.

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