Overview
Recurring processes such as notifications, exports or operational follow-ups can often be automated. This reduces manual work and makes time-sensitive processes more reliable.
Workflow
- Identify the recurring process and the trigger condition.
- Configure the automation rule or scheduled task in Travelmanager.
- Test the result with a small sample before enabling the process for production data.
Notes
- Define clear ownership for monitoring automated processes.
- Document exceptions so staff know when manual intervention is required.