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Automated Reporting, Scheduling & Outbound Email

Build any agent in TAI as a Report channel agent. Set a schedule (daily, weekly, or custom), a start time, and a recipient email.

Written by Product Management

Automated Reporting, Scheduling & Outbound Email

Most of the work ops teams do today is triggered manually. A booking problem surfaces when someone notices it. A supplier failure gets caught when a customer calls. An agency's performance gets reviewed when someone has time to pull the numbers.

TAI's scheduled reporting capability flips this. Instead of triggering agents when something goes wrong or when someone has bandwidth, you configure a report once - what to look at, who to send it to, how often to run it - and the information comes to you when you need it.


How it works

Build any agent in TAI as a Report channel agent. Set a schedule (daily, weekly, or custom), a start time, and a recipient email. TAI runs the agent automatically at the configured interval, generates the output as an HTML report and PDF (CSV to come soon), and delivers it to the recipient's inbox. No login required to receive it. No manual trigger.


What this unlocks — use cases across the platform

Booking health & ops

  • 'Action Required' triage. Flags every booking currently in Action Required status, with a breakdown of every unresolved component. Split into high priority (last 7 days) and lower priority (older). Cockpit deep links per booking. Lands in the ops lead's inbox every Monday morning.

  • Ticketing Time Limit. Chase All bookings with flight TTLs due in the next X days. Prioritised by urgency. Replaces the manual scan ops teams run to avoid missed payment deadlines.

  • Pre-Departure sweep. All bookings departing in the next 7–14 days, with a component-level health check. Flags anything unconfirmed, any missing documentation, any supplier still on-request. A structured briefing before each departure wave.

  • Blank Stay Identification. Itineraries where arrival and departure dates don't align — accommodation gaps that shouldn't be there. Caught automatically before the customer departs.

Supplier management

  • Supplier Failure Report. Weekly summary of all components that failed across bookings — grouped by supplier, failure type, and volume. Gives procurement and ops a clear picture of which suppliers are causing recurring problems without anyone having to pull it.

  • On-Request chase list. All components currently on-request across active bookings, sorted by departure proximity. A structured chase queue for the ops team — no manual search required.

  • Supplier Performance Scorecard. Aggregated view of confirmation rates, failure rates, and on-request durations per supplier, over a rolling period. Drives better supplier conversations and contract decisions.

Sales & commercial

  • Agency Performance Report Revenue, booking volume, and booking pace per agency over a given period. Replaces the manual excel work that typically takes multiple people several hours.

  • Top Booker Intelligence. Identifying highest-value customers and agencies, re-engagement candidates, and booking frequency trends. Scheduled weekly or monthly as a sales team briefing.

  • Margin & Profitability Snapshot. Revenue and margin by product type, destination, or distribution channel — delivered to the commercial team on a set schedule without a manual data pull.

Crisis & passenger operations

  • Guest Location Report. In a crisis scenario, a scheduled or triggered report of all guests currently in or travelling to an affected destination — with contact details and booking status. Eliminates the frantic manual search when a travel warning is issued.

  • Allotment & Booking Pace. For operators managing group tours and allotments — a weekly view of how product is selling, where pace is ahead or behind, and where there is surplus to release.


Why this matters

The fundamental value is not the report format - it's the removal of the trigger.

Today, every insight requires an action: someone has to decide to look, find the time, pull the data, and format it. Scheduled reporting removes all of that. The right person gets the right information at the right cadence, in their inbox, as a PDF they can act on immediately.

For operators with lean teams this could be the difference between catching a problem on Monday morning and discovering it on the day of departure.

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