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Flight Path by Tern · August 21 · 33 min

Collaborators Can Now Apply Your Trip Automations

Episode Overview David Shull (CEO), Brad Turner (Head of Design), and guest host Jade Pathe cover a back-to-basics week at Tern. Headline: collaborators can now see and apply automations and workflows on a shared trip, closing a gap for agencies working as a team. Also: itinerary view tracking, editable Project Expedition descriptions, agency tags, AI chat email parity, and smarter passport reads. Next week: PDF export customization and hotel content work ahead of the user conference. Episode Topics (05:23) Itinerary View Tracking: see when a shared link was last viewed, deduplicated hourly, to spot login mismatches. (09:13) Editable Project Expedition Descriptions: post-booking descriptions can be edited and localized; pre-booking stays locked. (13:34) Agency Tags: admins add locked, agency-level tags to shared trips, searchable in commission reconciliation. (17:02) AI Chat Email Parity: CC/BCC and individual sends now match standard Tern email. (18:56) Smarter AI Chat on Passports: reads expiration and legal name instead of guessing, fixing false errors. (21:07) Collaborators Can Apply Automations: view and apply automations and workflows on a shared trip, with sync when owners match. (26:16) Reconciliation by Group Number: search bookings by group number during reconciliation. (27:20) Client-Facing Email Setting: set an email separate from your Tern login for client materials. (29:27) Billing Address Autocomplete: credit card auth forms auto-fill billing address. Show Highlights Collaborators can finally see and apply automations on a shared trip. AI chat matches full email functionality and reads real passport data. Editable tour descriptions post-booking, without breaking the supplier's record. Sharper reconciliation: locked agency tags and group number search. Next up: PDF export customization and hotel content ahead of conference. Keywords Tern, Flight Path podcast, CRM for travel agents, automation templates, travel advisor workflow, AI product tools, product updates

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Episode Overview

David Shull (CEO), Brad Turner (Head of Design), and guest host Jade Pathe cover a back-to-basics week at Tern. Headline: collaborators can now see and apply automations and workflows on a shared trip, closing a gap for agencies working as a team. Also: itinerary view tracking, editable Project Expedition descriptions, agency tags, AI chat email parity, and smarter passport reads. Next week: PDF export customization and hotel content work ahead of the user conference.


Episode Topics

  • (05:23) Itinerary View Tracking: see when a shared link was last viewed, deduplicated hourly, to spot login mismatches.
  • (09:13) Editable Project Expedition Descriptions: post-booking descriptions can be edited and localized; pre-booking stays locked.
  • (13:34) Agency Tags: admins add locked, agency-level tags to shared trips, searchable in commission reconciliation.
  • (17:02) AI Chat Email Parity: CC/BCC and individual sends now match standard Tern email.
  • (18:56) Smarter AI Chat on Passports: reads expiration and legal name instead of guessing, fixing false errors.
  • (21:07) Collaborators Can Apply Automations: view and apply automations and workflows on a shared trip, with sync when owners match.
  • (26:16) Reconciliation by Group Number: search bookings by group number during reconciliation.
  • (27:20) Client-Facing Email Setting: set an email separate from your Tern login for client materials.
  • (29:27) Billing Address Autocomplete: credit card auth forms auto-fill billing address.


Show Highlights

  • Collaborators can finally see and apply automations on a shared trip.
  • AI chat matches full email functionality and reads real passport data.
  • Editable tour descriptions post-booking, without breaking the supplier's record.
  • Sharper reconciliation: locked agency tags and group number search.
  • Next up: PDF export customization and hotel content ahead of conference.


Keywords

Tern, Flight Path podcast, CRM for travel agents, automation templates, travel advisor workflow, AI product tools, product updates

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