Follow up hotel group and corporate requests automatically
On weekdays, every stalled request gets a follow-up task in the CRM, with availability for the requested dates.
- Trigger
- weekdays at 09:00
- Guide value
- ≈ 10 minutes per property and day (estimate)
- Systems
- CRM & leads
Today
Search the CRM for group and corporate requests that have sat for days without a next step.
Afterwards
On weekdays, every stalled request gets a follow-up task in the CRM, with availability for the requested dates.
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 9:00, check all open group and corporate requests in our CRM. If one has had no next step for more than 2 working days, create a follow-up task for the person responsible and note whether the PMS still has enough rooms for the requested dates. Then send me a short list. Don’t write to any customer yourself.
Step by step in the documentation: Create an agent in chat.
What the result looks like
The agent works from your description and reports what it did and what is open.
What stays with you
You negotiate offers and terms. Discontinue only creates tasks in your CRM and never writes to customers.
- Open requests
- 14
- No next step
- 3 · follow-up task created
- Oldest
- Conference, 40 rooms, 12–14 Mar · 5 days
Sample data. Your output uses your property’s data.
Systems and permissions
| Software, any one of them | Access | What for |
|---|---|---|
| CRM & leads | read and write | Read open requests and deals, create follow-up tasks |
| PMS (optional) | read | Check availability for the requested dates |
| Team channels (optional) | write | Deliver the result to the team inbox or channel |
Pipedrive
Attio
Close
Apaleo
Oracle OPERA Cloud
Cloudbeds
Beds24
Hospitable
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 write to the customers?
No. It creates tasks in the CRM and reports what is open. Your sales team sends offers and replies.
Which permissions does “Group request follow-up” need?
CRM & leads (Pipedrive, Attio, or Close): read and write, Read open requests and deals, create follow-up tasks. When you connect a system you decide which areas and actions are granted. Everything else stays off-limits.
What happens when a rule does not apply?
Agents only work with the systems and actions you granted. Where a rule does not apply, a person decides, and every step is logged.