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Automate TC Onboarding Gal license set up

Problem: Currently the process for setting up a TC on GAL is very manual. Karen Hurst is the only person who can do this in the system, she needs to log into AS and allocate a license Requirements: Bot to log into AS and locate available pseudo Th...
Guest over 2 years ago in  1 In Discovery

Automate Hotel Commission payment chaser e-mails

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Guest almost 2 years ago in  0 In Discovery

Automate Car Hire invoice with VAT process

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Guest almost 2 years ago in  0 In Discovery

Receipting payments from Bank to Corp Accounts

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Guest almost 2 years ago in  0 In Discovery

Free monthly fees auto matched

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Guest over 2 years ago in  0 In Discovery

Automation of the TC Mentor allocation/introduction/set up process

Business Owner Vic Trundle Problem: Every new TC that joins us is paired up with a mentor (an existing TC who is qualified as a mentor) they are paired up based on background and capacity. Emails are manually sent to introduce them. There is also ...
Guest over 2 years ago in  0 In Discovery

Franchise referrals

Problem: Currently a spreadsheet is sent to the recruiters from the recruitments CRM once a month with the joiner details from the previous month and the referral details of any. The recruiters will then check this and reformat it into a second sp...
Guest over 2 years ago in  0 In Discovery

Starters Process

Problem Currently TSD need to manually create multiple profiles in different systems when a new TC is joined. Justification Process is time consuming. Requirements 7 days before TC's induction start date New TC to be set up in the following Freshd...
Guest over 2 years ago in  0 In Discovery

Retail Supplier Documentation – automation of tickets/errata

Problem Retail suppliers email confirmations@travelcounsellors.com with various documents related to TC's booking This is then a manual job for Rachael's team to check for the booking and forward this information to the correct TC. Justification H...
Guest over 2 years ago in  0 In Discovery