Save time, reduce repetitive tasks, and simplify trip planning with Travefy’s new Automated Workflows. Join this live training to learn how to set them up and put them to work for you.
Date: Thursday, October 23, 2025
Time: 6:15 PM EST
Location: Google Meet – webinar link will be emailed the day before the webinar
The webinar will be recorded for those who are unable to attend. All registrants will receive the link directly in their email inbox.
Automated Forms – Schedule a Travefy form to be sent on a specific date and time.
Automated Trip Invites – Automatically send trip invites at the right moment.
Automated Trip Chat Messages – Deliver timely messages to your clients’ trip chats.
Automated Invoices – Send invoices through Stripe on schedule.
Automated Email Messages – Ensure your emails go out at exactly the right time.
Where and How to Create Automations
Automated Workflows live in the same place as your Tasks and operate much the same way—except they don’t just remind you; they do the work for you.
In the Trip Sidebar – Keep automation tied to a specific itinerary.
In a Contact Profile – Automate communication with a single client.
In the Task Menu – Add automations directly into your workflow.
What We’ll Cover in the Training
In this live session, we’ll walk through each automation step-by-step so you can see exactly how it works. Topics include:
Automating a Form
Automating a Trip Invite
Automating a Chat Message
Automating a Stripe Invoice
Automating an Email Message
Creating automations in different areas of Travefy
Connecting automations with your Task Lists
As a busy travel advisor and Travefy virtual assistant, I understand the importance of being able to efficiently run your business. I use Travefy to maximize efficiency, and I am excited to show you how to use automations to do the same. Stay tuned for future webinars where I will cover more Travefy tips and tricks.