Travel & EventsComplex automationSeveral jobs working together: multi-stage pipelines with state, branching on rules or AI decisions, approvals or escalations, 4+ systems, AI agents that act, or reconciliation across sources. Usually rolled out in stages.

Ten days out, every event supplier gets a booking to confirm

For: Corporate event planning agency

Typical impact

≈8 hrs saved per large event

Ten days before each event, every booked supplier gets a confirmation request by email or WhatsApp with a summary of their own booking. Replies are tracked per supplier, silent ones are followed up after 48 hours, and the planner sees one status board per event.

Typical results

10 days

Before each event, confirmation requests go out

48 hrs

Until a silent supplier gets a follow-up

≈90%

Suppliers confirmed before the five-day mark

Figures reflect typical results for this kind of automation.

The challenge

A large corporate event can involve 15 or more suppliers, each needing the right times, load-in point and order details. Planners spend the last two weeks calling and messaging every one of them, tracking answers in notebooks and chat threads. A florist with the wrong load-in time or a coach that never confirmed surfaces on the morning of the event.

Before and after

Before With the automation

Planner hours per large event on supplier calls

−80%
10 hrs
2 hrs

Suppliers still unconfirmed five days out

−83%
6 suppliers
1 suppliers

Day-of supplier mix-ups per event

−67%
3 issues
1 issues

The automation

Ten days before each event, the automation reads the supplier bookings in Google Sheets and sends every supplier, including AV, florist, transport and catering, a confirmation request by email or WhatsApp. Each request summarizes that supplier's own booking: times, load-in point, on-site contact and order lines. Replies are logged as confirmed, changes requested or no reply. Silent suppliers get a follow-up after 48 hours, and anyone still unconfirmed five days out triggers an alert to the planner.

How it works

  1. 01

    Ten days out, requests go out

    Every booked supplier, from AV and florist to transport and catering, gets a confirmation request with a summary of their own booking.

  2. 02

    One summary per supplier

    Each summary lists the supplier's times, load-in point, on-site contact and order lines, sent by email or WhatsApp as the supplier prefers.

  3. 03

    Replies tracked per supplier

    Each supplier is marked confirmed, changes requested or no reply. Requested changes go to the planner to approve.

  4. 04

    Follow-up after 48 hours

    Suppliers with no reply get a second message after 48 hours. If one is still silent five days out, the planner gets an alert.

  5. 05

    One board per event

    The planner sees each event's supplier status on one Google Sheets board, with the last message and reply time per supplier.

Starts from

  • Event supplier bookings
  • Ten days before the event

Delivers

  • Booking summary per supplier
  • Planner alert at 5 days
  • Status board in Sheets

The impact

Planners save about 8 hours per large event that used to go into calls and messages. Suppliers still unconfirmed five days out drop from about 6 per event to 1, and day-of mix-ups over times or load-in points fall from around 3 to 1, because each supplier has confirmed the details the planner holds.

Questions about this automation

How does a supplier confirm or request a change?

Each message has a confirm button and a short change form. Suppliers on WhatsApp can also reply in their own words, and an AI step sorts the reply into confirmed, change requested or question. Change requests reach the planner with the supplier's note, and nothing in the booking changes until the planner approves it.

Where does the supplier information come from?

The planner keeps one Google Sheets tab per event listing each supplier, their contact, preferred channel, arrival time, load-in point and order lines. The automation builds every booking summary from that tab, so a change to a delivery time is made once and the next message to that supplier carries it.

Can the timing be changed for smaller events?

Yes. The ten-day start, the 48-hour follow-up and the five-day alert are settings per event, so a small dinner can start a week out while a conference starts three weeks out. This is a multi-step build, usually rolled out in stages, starting with the confirmation requests and the status board.

Travel & Events

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