AI automation for Cloudbeds hotels

What Discontinue can read and write

Agent permissions

Per areaAn admin grants an agent one or more areas, each with its own actions.

Report data

Report data varies by toolSome reads may return part of the data; the connection's page shows which, and each report says so.

What the use cases use in Cloudbeds

• Read Read arrivals, guests and groups
• Read Read reservations and availability
• Read Match room and stay(optional)
• Read Read departures, arrivals and housekeeping status
• Read Read arrivals and room status
• Read Read occupancy, departures and arrivals
• Read Read occupancy, revenue and cash movements
• Read Read folios, invoices and payments
• Read Read occupancy and room blocks
• Read Read stays and rooms
• Read Read stays, arrivals and rooms
• Read Read occupancy, rates and revenue
• Read Read booking pace, forecasts and the comparison period
• Read Read new reservations and guest data
• Read Read accounting and invoice data
• Read Match the request to a reservation(optional)
• Read Read tomorrow’s arrivals, rooms and notes
• Read Read departures, arrivals and stayovers
• Read Read occupancy, ADR, RevPAR and revenue
• Read Read payments, invoices and folios
• Read Read open invoices, due dates and payments
• Read Add arrivals per room(optional)
• Read Read departures, late check-outs and extensions
• Read Read own rates and occupancy
• Read Add occupancy per day(optional)
• Read Check availability for the requested dates
• Read Read reservations with a company or corporate rate
• Read Read direct bookings and revenue by channel
• Read Read free rooms in the coming weeks(optional)
• Read Read group reservations with names, dates and room types
• Read Add the arrival in the reported room(optional)
• Read Read no-shows, cancellations, rates with cancellation policies and folios
• Read Read reservations, the rates’ payment terms and payments
• Read Read rates, availability and restrictions in the PMS
• Read Read occupancy per room and minimum stays
• Read Read group blocks, picked-up rooms and release dates
• Read Find the reservation and folio for the dispute(optional)
• Read Read corporate reservations, companies and booking contacts
• Read Read guest profiles, contact details and stays
• Read Read availability in the offer periods
• Read Read room blocks with reason and period, occupancy per room type
• Read Read room categories with description, size, occupancy and features

You connect your account and decide which data and actions are permitted.

Use cases with Cloudbeds

• Front desk Report

  Daily briefing

  At 07:00 the briefing is in the inbox: arrivals, returning guests, open cases and groups.

  • PMS

  ≈ 15 min/day →
• Front desk Agent

  Overbooking check

  Checked twice a day; a message only comes when there is a hit.

  • PMS / Channel manager

  ≈ 2 min/day →
• Front desk ReportAgent

  Guest message digest

  One summary per shift: open requests and handovers for the next team.

  • Guest journey tool

  ≈ 10 min/day →
• Housekeeping Report

  Housekeeping forecast

  Every morning, a forecast per room based on real turnaround times.

  • PMS

  ≈ 10 min/day →
• Housekeeping Report

  Arrival cleaning status

  At 15:15, a list per arrival: still dirty or already clean.

  • PMS

  ≈ 5 min/day →
• Housekeeping Report

  Cleaning schedule

  The cleaning schedule reaches the housekeeping team ready every morning.

  • PMS
  • Team channels

  ≈ 10 min/day →
• Management & back office Report

  Daily reports

  Daily, housekeeping and cash reports arrive by themselves.

  • PMS

  ≈ 5 min/day →
• Accounting & finance Report

  Payment report

  Payment status, open balances and discrepancies arrive regularly as a report.

  • PMS

  ≈ 10 min/day →
• Maintenance Report

  Find maintenance windows

  Suitable time windows between two stays, matched with arrivals.

  • PMS

  ≈ 3 min/day →
• Security & access Agent

  Door access anomalies

  Door access is matched against booking and stay data; anomalies go to the team.

  • Door locks
  • PMS

  ≈ 5 min/day →
• Security & access Report

  Night list for security

  Every evening the list arrives complete and checked against the PMS, even with no night staff on site.

  • PMS

  ≈ 5 min/day →
• Revenue Report

  Weekly performance report

  Every Monday, occupancy, ADR and RevPAR per property with a year-on-year comparison are in the inbox.

  • PMS / RMS

  ≈ 6 min/day →
• Revenue Agent

  Pickup monitoring

  Checked daily; a message only comes for a real deviation.

  • RMS / PMS

  ≈ 10 min/day →
• Front desk Agent

  VIP arrival watch

  Every new reservation is checked; matching bookings go to the team right away.

  • PMS

  ≈ 5 min/day →
• Accounting & finance Report

  Month-end export

  Every month the Excel files land in the accountant’s SFTP directory, named the way their system expects.

  • PMS
  • Accounting & banking / SFTP

  ≈ 3 min/day →
• Front desk ReportAgent

  Service inbox digest

  At 08:00 every open request is grouped by topic, oldest first.

  • Service inbox

  ≈ 10 min/day →
• Front desk ReportAgent

  Pre-arrival requests

  At 16:00 a list of every request for tomorrow’s arrivals arrives, with the department responsible.

  • PMS
  • Guest journey tool

  ≈ 10 min/day →
• Housekeeping Report

  Linen forecast

  Every Friday, next week’s need per day is ready, calculated from departures, arrivals and stayovers.

  • PMS

  ≈ 6 min/day →
• Management & back office Report

  Monthly cockpit

  On the 3rd of every month, last month’s key figures per property are on one page, deviations marked.

  • PMS

  ≈ 6 min/day →
• Accounting & finance Report

  Match bank transactions

  On weekdays at 09:30 the new bank transactions are matched; only what doesn’t fit lands with you.

  • PMS
  • Accounting & banking

  ≈ 15 min/day →
• Accounting & finance Agent

  Receivables to collections

  Every Monday a list of overdue invoices; whatever you approve is filed as a collection case.

  • Accounting & banking / PMS
  • Accounting & banking

  ≈ 6 min/day →
• Maintenance Agent

  Guest-reported defects as jobs

  Twice a day, reported defects become jobs with room and description, without duplicates.

  • Guest journey tool
  • Tasks & projects / Housekeeping & maintenance

  ≈ 10 min/day →
• Maintenance Report

  Lock and battery check

  Every morning, a list of locks with a low battery or no connection, rooms with arrivals first.

  • Door locks

  ≈ 5 min/day →
• Security & access Report

  Access code check

  Every morning, the codes of today’s departures are checked against the PMS; discrepancies go to the team.

  • Door locks
  • PMS

  ≈ 5 min/day →
• Revenue Report

  Competitor rate check

  At 09:30 your competitor set’s market rates from the RMS for 30 days sit next to your rate, large gaps marked.

  • RMS
  • PMS / RMS

  ≈ 15 min/day →
• Revenue Report

  RMS recommendation digest

  At 08:00, a list of the days where recommendation and price clearly differ, with occupancy.

  • RMS

  ≈ 10 min/day →
• Sales & groups Agent

  Group request follow-up

  On weekdays, every stalled request gets a follow-up task in the CRM, with availability for the requested dates.

  • CRM & leads

  ≈ 10 min/day →
• Sales & groups Report

  Corporate account production

  On the 1st of every month, production per company is ready, with last year, account owner and target from the CRM.

  • PMS
  • CRM & leads

  ≈ 6 min/day →
• Marketing & e-commerce Report

  Campaigns and direct bookings

  Every Monday, last week’s campaigns, website visits and direct bookings are in one report.

  • Email marketing
  • Web analytics & SEO
  • PMS

  ≈ 9 min/day →
• Marketing & e-commerce Agent

  Social post drafts

  Every Thursday, drafts for next week sit in the content calendar, ready for approval.

  • Social media

  ≈ 8 min/day →
• Sales & groups Agent Agent inbox

  Capture group requests

  Minutes after a request is forwarded it is in the CRM, and the same thread holds availability and an offer draft.

  • PMS / Channel manager
  • CRM & leads

  ≈ 15 min/day →
• Front desk Agent Agent inbox

  Check rooming lists

  Every list sent to the agent inbox is checked against the PMS; the front desk only gets the differences.

  • PMS
  • Team channels

  ≈ 12 min/day →
• Maintenance Agent Agent inbox

  Report defects by email

  One email with a photo to the agent inbox is enough: the job is in the task tool and whoever reported it gets the job number.

  • Tasks & projects / Housekeeping & maintenance

  ≈ 8 min/day →
• Accounting & finance Report

  No-show fee check

  At 10:30 every no-show and late cancellation without a charged fee is listed, with the amount under the cancellation policy.

  • PMS

  ≈ 10 min/day →
• Accounting & finance Report

  Deposits due

  At 09:15 every reservation with a due, unpaid deposit arrives, groups and near arrivals first.

  • PMS

  ≈ 8 min/day →
• Revenue Report

  Rate and availability check

  At 07:15 every discrepancy for the next 90 days is listed: date, room type, rate and both values.

  • Channel manager
  • PMS

  ≈ 10 min/day →
• Revenue Report

  Find orphan nights

  At 08:45 every single free night in the next 60 days is listed, those blocked by the minimum stay first.

  • PMS

  ≈ 5 min/day →
• Sales & groups Report

  Group block pickup

  On weekdays at 08:15 every block with weak pickup before its release date arrives, with the contact from the CRM.

  • PMS

  ≈ 5 min/day →
• Accounting & finance Report

  Payment dispute digest

  On weekdays at 09:45 every open dispute arrives with its deadline and the matching reservation, shortest deadline first.

  • Payments

  ≈ 3 min/day →
• Sales & groups Agent

  Corporate accounts into the CRM

  Every Monday new companies and contacts are in the CRM after your approval, with last week’s stays and revenue.

  • PMS
  • CRM & leads

  ≈ 9 min/day →
• Front desk Report

  Duplicate guest profiles

  Every Wednesday the front desk gets a list of likely duplicate profiles, each pair with stays and last arrival.

  • PMS

  ≈ 6 min/day →
• Marketing & e-commerce Agent

  Keep the offers page current

  Every Monday a change to the offers page is ready in every language; it goes live after your approval.

  • Discontinue Pages
  • Knowledge & SOPs
  • PMS / RMS

  ≈ 9 min/day →
• Maintenance Report

  Out-of-order rooms

  At 08:30 every blocked room arrives with reason, duration and job status; forgotten blocks stand out right away.

  • PMS

  ≈ 5 min/day →
• Marketing & e-commerce Agent

  Keep room pages current

  Every Tuesday the room pages are checked against the PMS; differences are ready for approval as a change in every language.

  • Discontinue Pages
  • PMS

  ≈ 4 min/day →