Give travel advisors and operations teams a connected set of Outlook workflows for inquiries, planning, proposals, payments, trip documents, updates, and post-trip follow-up.
Roll out a connected set of workflows when one client email process needs the same standard across your team.
Run the audit to validate which repeatable Outlook emails should be standardized first before rolling the starter pack out to your team.
Travel agencies, independent advisors, host agencies, and travel operations teams that manage repeatable client communication in Outlook.
Travel emails often require the same moving pieces: trip dates, destination details, traveler names, payment deadlines, documents, itinerary attachments, insurance notes, and follow-up timing. This pack helps teams send complete, consistent messages without copying from old threads.
No. Toggles workflows are always user-initiated inside Outlook and never auto-send emails.
Yes. The workflow prepares the email with the right structure, variables, subject line, attachments, and details, then the advisor reviews and sends it.
Yes. Workflows can include attachments, required details, payment instructions, client variables, signatures, and other email details.
Review the workflows included in this pack before you install them for your team.
Explore how teams use Toggles to standardize repeatable Outlook emails across this function.
