Collaborators Can Now Apply Your Trip Automations

<p><strong>Episode Overview</strong></p><p>David 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.</p><p><br></p><p><strong>Episode Topics</strong></p><ul><li>(05:23) Itinerary View Tracking: see when a shared link was last viewed, deduplicated hourly, to spot login mismatches.</li><li>(09:13) Editable Project Expedition Descriptions: post-booking descriptions can be edited and localized; pre-booking stays locked.</li><li>(13:34) Agency Tags: admins add locked, agency-level tags to shared trips, searchable in commission reconciliation.</li><li>(17:02) AI Chat Email Parity: CC/BCC and individual sends now match standard Tern email.</li><li>(18:56) Smarter AI Chat on Passports: reads expiration and legal name instead of guessing, fixing false errors.</li><li>(21:07) Collaborators Can Apply Automations: view and apply automations and workflows on a shared trip, with sync when owners match.</li><li>(26:16) Reconciliation by Group Number: search bookings by group number during reconciliation.</li><li>(27:20) Client-Facing Email Setting: set an email separate from your Tern login for client materials.</li><li>(29:27) Billing Address Autocomplete: credit card auth forms auto-fill billing address.</li></ul><p><br></p><p><strong>Show Highlights</strong></p><ul><li>Collaborators can finally see and apply automations on a shared trip.</li><li>AI chat matches full email functionality and reads real passport data.</li><li>Editable tour descriptions post-booking, without breaking the supplier&#39;s record.</li><li>Sharper reconciliation: locked agency tags and group number search.</li><li>Next up: PDF export customization and hotel content ahead of conference.</li></ul><p><br></p><p><strong>Keywords</strong></p><p>Tern, Flight Path podcast, CRM for travel agents, automation templates, travel advisor workflow, AI product tools, product updates</p>