Check hotel group block pickup before the release date automatically
On weekdays at 08:15 every block with weak pickup before its release date arrives, with the contact from the CRM.
- Trigger
- weekdays at 08:15
- Guide value
- ≈ 5 minutes per property and day (estimate)
- Systems
- PMS
Today
Blocks with weak pickup are often noticed only on the release date, too late to follow up or sell the rooms earlier.
Afterwards
On weekdays at 08:15 every block with weak pickup before its release date arrives, with the contact 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 weekdays at 8:15, send the sales team every group block whose release date falls in the next 14 days and that is less than 70% picked up: group, arrival, rooms in the block, rooms picked up, release date and the contact person from our CRM. Nearest release date first. Don’t release any rooms and don’t write to any customer.
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 whether a block is released, extended or followed up. Discontinue releases no rooms and writes to no customer.
- Conference · arriving 12 Mar
- 18 of 40 picked up · release Fri, 20 Feb
- Wedding · arriving 7 Mar
- 9 of 15 picked up · release Mon, 23 Feb
Sample data. Your output uses your property’s data.
Systems and permissions
| Software, any one of them | Access | What for |
|---|---|---|
| PMS | read | Read group blocks, picked-up rooms and release dates |
| CRM & leads (optional) | read | Add the group’s contact person |
| Team channels (optional) | write | Deliver the result to the team inbox or channel |
Apaleo
Oracle OPERA Cloud
Cloudbeds
Beds24
Hospitable
Pipedrive
Attio
Close
HubSpot
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
Does Discontinue release rooms that weren’t picked up?
No. The report shows pickup and release date; your sales team decides whether to release, extend or follow up with the customer.
Which permissions does “Group block pickup” need?
PMS (Apaleo, Oracle OPERA Cloud, Cloudbeds, Beds24, or Hospitable): read, Read group blocks, picked-up rooms and release dates. 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.