Process automation

Booking documents and payment reminders

Runs every booking from deposit to departure: payment schedule reminders, passport and visa checks, and vouchers released only when everything is in.

pradeep.build / build reportTravel & luxury charters · Process automation

What it does

An operations automation for a travel agency. Each confirmed booking gets a payment schedule from the package terms, usually a deposit and a balance due a set number of days before departure. Travellers get reminders before each due date. Passports are checked for six months' validity after return, visa applications are tracked, and travel insurance is offered. Hotel and tour vouchers are released only when the balance is paid and the documents are complete. The operations lead sees every departure that is at risk.

The problem

Balance payments were chased by phone in the last week, a traveller once reached the airport with a passport expiring too soon, and vouchers went out before money came in.

Approach

The rules come from the package terms and the destination's entry rules, not from memory. Reminders are sent on a fixed schedule with a payment link. Vouchers are held by rule until the booking is paid and complete. Anything at risk within two weeks of departure goes to the operations lead to call.

  • Input
  • AI step
  • Rules or code
  • Person decides
  • Result
How it flows

Screens

Swipe sideways to see the whole screen.

Client work is shown under confidentiality agreements: no client names, and screens are recreated with sample data.

Stack

  • Booking system
  • Payment links
  • Document reading (Gemini API)
  • WhatsApp and email reminders

Impact

3 to 7 daysfaster payment once reminders are automated
40 vs 47days sales outstanding for businesses that automate collections

Typical for systems like this.

Next buildLead pipeline from business profiles and ads Pipeline · Home services
Pradeep Loganathan

What should we build next?

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