Team Travel Coordination
An example workflow to coordinate travel for team members attending an event
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Coordinate travel arrangements and logistics for team members attending events or meetings.
- Conference travel planning
- Team offsite logistics
- Group flight coordination
Fields your team can fill in
To
Add recipients
Cc
Bcc
Add recipients
Subject
Travel Coordination – event_name in location
Hi all,
We're finalizing travel for event_name in location (from_date - to_date).
If you haven't already:
Book flights and share confirmation
Let me know if you have any special requests
Add your info to the travel_doc_linkshared doc
Thanks,
me::first_name
Workflow context
When to use this workflow
Use this workflow when coordinating employee travel for an event, conference, offsite, or team trip.
What this replaces
This replaces ad hoc internal travel emails, manually copying accounting, and retyping event dates, location, and shared travel document links.
Why teams standardize this email
Team travel has finance, logistics, and employee experience details. A workflow helps coordinators send consistent instructions and keep accounting visible where needed.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the team travel coordination email in Outlook
- Prompts for event name, location, travel dates, shared travel document link, and sender name
- Adds an event and location-specific subject line
- Can CC the configured accounting address
- Keeps the draft editable before sending
FAQ
Does Toggles book flights or hotels?
No. Toggles prepares the coordination email. Booking happens through your existing travel process.
Can accounting be copied automatically into the draft?
Yes. This workflow includes a configured accounting CC recipient.
Can the shared travel document link be customized?
Yes. The workflow prompts for the travel document link before sending.
Part of a starter pack
Explore the Industry: Private Aviation Starter Pack
Give charter, sales, and operations teams a consistent way to respond to flight inquiries, collect trip details, send confirmations, and follow up after travel without rebuilding every email.
Email workflow audit
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.