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Travel Agent Guide

How to Automate Meeting & Session Notes as a Travel Agent

After a 40-minute call planning the Hendersons' Italy trip, their specific needs—gluten-free dining, no group tours, Amalfi sea views—are scattered across your voice memos, email threads, and sticky notes. Gathering these details again before building the itinerary wastes 30 minutes per client.

The Current Reality

The Manual Way

You replay voicemails, copy-paste from emails into ClientBase, and type preferences into a spreadsheet by hand.

30 minutes per client
  1. Listen to the 40-minute recorded consultation call to find specific hotel requests.
  2. Search your inbox for follow-up texts about dietary restrictions like gluten-free needs.
  3. Type scattered preferences into a new document or CRM field manually.
  4. Cross-reference notes with the initial inquiry form so nothing gets missed.
  5. Format the raw data into a readable summary for the itinerary draft.

With Christine AI

The Christine Way

Send a voice note or text summary right after the call. Christine pulls out preferences, logs them to Sheets, and drafts the client email.

You

Voice note: 'Just finished with the Hendersons. Italy, 2 weeks in June. They need Amalfi sea-view hotels, absolutely no group tours, a cooking class in Tuscany, and the daughter is gluten-free. Budget $12K.'

Christine

Transcribes audio, pulls out key constraints (dietary, tour preferences), and saves structured data to your 'Active Clients' Google Sheet.

You

Text: 'Draft an email to the Hendersons confirming their preferences and asking for passport expiration dates.'

Christine

Writes a polite confirmation email listing their specific requests and sends it via Gmail for your review.

Time Saved Per Week

5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Voice note: Just got off the phone with the Hendersons. Two weeks in Italy this June. Key points: Amalfi Coast hotels must have sea views, they hate group tours so keep it private, want a cooking class in Tuscany, and their daughter is gluten-free. Total budget $12k excluding flights.
9:41 AM
Got it. I've logged the Henderson preferences to your 'June Trips' sheet: Sea-view Amalfi hotels, private-only activities, Tuscany cooking class, gluten-free dining required. Budget capped at $12k. Shall I start searching for villas that fit?
9:41 AM
Yes, but first draft a quick email to them confirming these details so they know I heard them correctly. Also ask for passport expiry dates.
9:42 AM
Draft ready in Gmail. Subject: 'Confirming your Italy Itinerary Preferences'. It lists the sea-view requirement, private tour constraint, cooking class, and gluten-free needs. I also added the passport question. Want me to send it?
9:42 AM
Looks good, send it. And set a reminder to follow up if they don't reply by Tuesday.
9:43 AM
Email sent. Reminder set for Tuesday at 9 AM to follow up with the Hendersons on passport details.
9:43 AM
Get Started Today

Stop doing this manually.
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Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

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