Collaborators Can Now Apply Your Trip Automations

Episode OverviewDavid Shull (CEO), Brad Turner (Head of Design), and guest host Jade Pathe cover a back-to-basics week at Tern. Headline: collaborators can now see and apply automations and workflows on a shared trip, closing a gap for agencies working as a team. Also: itinerary view tracking, editable Project Expedition descriptions, agency tags, AI chat email parity, and smarter passport reads. Next week: PDF export customization and hotel content work ahead of the user conference.Episode Topics(05:23) Itinerary View Tracking: see when a shared link was last viewed, deduplicated hourly, to spot login mismatches.(09:13) Editable Project Expedition Descriptions: post-booking descriptions can be edited and localized; pre-booking stays locked.(13:34) Agency Tags: admins add locked, agency-level tags to shared trips, searchable in commission reconciliation.(17:02) AI Chat Email Parity: CC/BCC and individual sends now match standard Tern email.(18:56) Smarter AI Chat on Passports: reads expiration and legal name instead of guessing, fixing false errors.(21:07) Collaborators Can Apply Automations: view and apply automations and workflows on a shared trip, with sync when owners match.(26:16) Reconciliation by Group Number: search bookings by group number during reconciliation.(27:20) Client-Facing Email Setting: set an email separate from your Tern login for client materials.(29:27) Billing Address Autocomplete: credit card auth forms auto-fill billing address.Show HighlightsCollaborators can finally see and apply automations on a shared trip.AI chat matches full email functionality and reads real passport data.Editable tour descriptions post-booking, without breaking the supplier's record.Sharper reconciliation: locked agency tags and group number search.Next up: PDF export customization and hotel content ahead of conference.KeywordsTern, Flight Path podcast, CRM for travel agents, automation templates, travel advisor workflow, AI product tools, product updates