Automatic daily briefing for the front desk
At 07:00 the briefing is in the inbox: arrivals, returning guests, open cases and groups.
- Trigger
- daily at 07:00
- Guide value
- ≈ 15 minutes per property and day (estimate)
- Systems
- PMS
Today
Pull arrivals, returning guests and guest messages together from several systems every morning.
Afterwards
At 07:00 the briefing is in the inbox: arrivals, returning guests, open cases and groups.
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.
Every morning at 7:00, send me a daily briefing: all of today’s arrivals with arrival time, returning guests marked, open guest messages from our guest journey tool, and groups in their own section. Keep it short, one line per arrival.
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 what to do about the open cases.
- Arrivals
- 38, 6 of them returning guests
- Open guest messages
- 4
- Groups
- 1 · 12 rooms, arriving 15:00
Sample data. Your output uses your property’s data.
Systems and permissions
| Software, any one of them | Access | What for |
|---|---|---|
| PMS | read | Read arrivals, guests and groups |
| Guest journey tool (optional) | read | Add guest messages and check-in status |
| Team channels (optional) | write | Deliver the result to the team inbox or channel |
Which 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
Can the briefing go to our team channel instead of the inbox?
Yes. You choose the delivery when you set it up, for example by email or to a channel in your team chat.
Which permissions does “Daily briefing” need?
PMS (Apaleo, Oracle OPERA Cloud, Cloudbeds, Beds24, or Hospitable): read, Read arrivals, guests and groups. 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.