Workflow Automation

The work that scales an advisor business is also the work an advisor never has time for: the pre-trip "your driver will meet you at the airport" reminder five days out, the post-trip "I'd love your feedback" email three days after wheels-down, the annual birthday note that keeps the relationship warm between trips. Most advisors know they should send these. Most advisors don't.

TripPortfolio's workflow engine is built around two trigger types: time-relative (5 days before trip start, 3 days after trip end, on a client's birthday) and event-based (a quote was sent, an invoice was paid, an itinerary was published). Each trigger fires an action — send an email, generate a checklist task, ping you in the dashboard, hand off to Claude to draft a personalised note.

Templates ship for the obvious cases: pre-trip checklist, wheels-up reminder, post-trip survey, birthday note, quarterly check-in. Editing them is point-and-click, and the templates can pull live data from the trip — the right hotel name, the right activity, the right driver number — so the email reads like you wrote it that morning, not a generic blast.

Most advisors save 5+ hours/week with workflow automation. At a $50/hr advisor billable rate, that's $1,000+/mo of recovered time — covering the entire $199/mo Studio price five times over. Available on Studio+.