Report hotel corporate account production automatically
On the 1st of every month, production per company is ready, with last year, account owner and target from the CRM.
- Trigger
- monthly
- Guide value
- ≈ 6 minutes per property and day (estimate)
- Systems
- PMS
- CRM & leads
Today
Pull room nights and revenue per company from the PMS every month and compare them with the details in the CRM.
Afterwards
On the 1st of every month, production per company is ready, with last year, account owner and target from the CRM.
How to set it up
- 01
Describe the task
In plain language, the way you would explain it to a new colleague. The description below is a starting point.
- 02
Review the first run
Discontinue shows you the result before anything runs on a schedule.
- 03
From then on it runs
On a schedule or when something happens. You can change it in chat at any time.
On the 1st of every month at 8:00, send me last month’s corporate account production: room nights, room revenue and average rate per company from the PMS, with the same month last year. Add the account owner and the annual target from our CRM. Companies more than 20% behind last year on top.
Step by step in the documentation: Create a report in chat and Schedule a report.
What the result looks like
The report arrives on schedule, wherever your team reads it.
What stays with you
You decide which company to approach and on what terms.
- Companies with bookings
- 27
- Room nights
- 1,140 · last year 1,020
- Behind last year
- 3 companies
Sample data. Your output uses your property’s data.
Systems and permissions
| Software, any one of them | Access | What for |
|---|---|---|
| PMS | read | Read reservations with a company or corporate rate |
| CRM & leads | read | Read company accounts, owners and targets |
| Team channels (optional) | write | Deliver the result to the team inbox or channel |
Apaleo
Oracle OPERA Cloud
Cloudbeds
Beds24
Hospitable
Pipedrive
Attio
Close
HubSpot
Leadfeeder
Slack
TelegramWhich data and actions are available depends on each system’s interface. When you connect a system you decide what is granted; every run is logged.
Frequently asked questions
How does the report know which booking belongs to which company?
From the company or corporate rate code on the reservation. You describe once, when setting it up, how you keep that in the PMS.
Which permissions does “Corporate account production” need?
PMS (Apaleo, Oracle OPERA Cloud, Cloudbeds, Beds24, or Hospitable): read, Read reservations with a company or corporate rate; CRM & leads (Pipedrive, Attio, Close, HubSpot, or Leadfeeder): read, Read company accounts, owners and targets. When you connect a system you decide which areas and actions are granted. Everything else stays off-limits.
Does every run cost AI credit?
No. A report is built once with AI and then runs from its saved definition. Scheduled report runs cost no credit.