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Automations · Hospitality & Hotels

Hospitality & Hotels Automations

10 done-for-you automations built for the roles that keep this industry running. Book a consultation and we'll tailor any of these to your exact tools.

Hotel General Manager

Guest Satisfaction Survey & Service Recovery System

Every guest who checks out receives an automated satisfaction survey via text within two hours of departure. Guests who rate their stay below a set threshold trigger an immediate alert to the general manager with the specific complaints flagged, along with a pre-drafted personal response and a recovery offer (a discount on a future stay or a points credit) that the GM can approve and send in one click. Positive reviews from the survey automatically prompt the guest to post on TripAdvisor or Google, while negative feedback stays private and gets resolved directly. The hotel's online reputation improves systematically because unhappy guests are intercepted before they reach a review site.

Tools Required
Guest messaging platform (e.g., Revinate, Medallia, or Cloudbeds)Zapier or Make.comTwilio (post-checkout SMS survey)OpenAI API (personalized recovery response draft)Google Business Profile API (positive review redirect)
Front Desk Manager

Pre-Arrival Upsell & Check-In Preparation System

Forty-eight hours before arrival, every guest receives a personalized pre-arrival message with their reservation summary, an early check-in upgrade offer, and add-on options tailored to their stay type, a romance package for anniversary bookings, a business kit for corporate travelers. Responses flow directly into the PMS, updating the reservation and triggering any requested add-ons before the guest arrives. On the morning of check-in, the front desk team receives a prepared briefing for every arriving guest (VIP status, special requests, pre-ordered upgrades, and any notes from previous stays) so every check-in feels personal rather than transactional.

Tools Required
PMS (e.g., Opera, Mews, or Cloudbeds)Zapier or Make.comTwilio or email (pre-arrival guest message)Airtable (VIP and special request log)Slack (front desk morning arrival briefing)
Revenue Manager

Rate Parity Alert & Competitor Pricing Monitor

This automation checks the hotel's live rates across all OTAs and the direct booking channel every morning and alerts the revenue manager to any rate disparity, instances where an OTA is selling below the agreed rate or where the hotel's rate on one channel is significantly higher than another. A competitor rate scan runs simultaneously, pulling the rates of the three to five designated comp set properties, and the revenue manager receives a daily summary showing exactly where the hotel is priced relative to the market. Rate decisions are made with real competitive context rather than a gut feeling about where the market is moving.

Tools Required
Rate shopping tool (e.g., OTA Insight or RateGain)Zapier or Make.comGoogle Sheets (rate parity and comp set tracker)Slack or email (daily rate summary and parity alerts)
Housekeeping Manager

Room Status Update & Turn Assignment System

As guests check out, room status updates automatically from "occupied" to "due out" in the housekeeping system, and turn assignments are pushed immediately to the assigned room attendant's mobile device. When a room is cleaned and inspected, the attendant marks it complete via the app, triggering an instant update in the PMS so the front desk can assign it to an arriving guest or sell an early check-in. Rooms that have been marked ready but not inspected within 30 minutes generate an alert to the housekeeping manager. The front desk and housekeeping team operate from the same live picture rather than calling each other all day to check availability.

Tools Required
PMS with housekeeping module (e.g., Opera, Mews, or HotSOS)Zapier or Make.comMobile housekeeping app (e.g., Quore or Flexkeeping)Twilio (attendant task push notifications)Slack (inspection overdue alerts)
Catering & Events Sales Manager

Group Inquiry Qualification & Proposal Generation System

Group and event inquiries submitted through the hotel website are automatically screened for date availability against the function space calendar, guest room block requirements, and minimum F&B spend. Qualified leads receive an automated preliminary availability confirmation within minutes and are booked for a discovery call with the catering manager. Once event details are confirmed, the system assembles the proposal document (with personalized room block pricing, menu options, and AV packages pre-populated) and sends it to the client for e-signature. The catering manager spends their time selling and closing, not reformatting the same proposal template for every inquiry.

Tools Required
Event management CRM (e.g., Cvent or Tripleseat)Zapier or Make.comJotform (inquiry intake form)PandaDoc (proposal generation)Calendly (discovery call scheduling)
Guest Experience Manager

Pre-Arrival Messaging & Local Recommendations System

Three days before arrival, every incoming guest automatically receives a personalized message with check-in instructions, parking details, and a curated list of local restaurants and activities based on their length of stay and room type. The same message includes one or two relevant upsell offers, an early check-in upgrade or a spa credit, that the guest can accept with a single tap, with the response flowing directly into the PMS to update the reservation. Guests arriving after 9pm are automatically flagged for a separate late-arrival instructions message so the front desk isn't fielding the same "how do I get in" calls every night. Guests show up already knowing what to expect, and the property captures upsell revenue that used to depend on a front desk agent remembering to ask at check-in.

Tools Required
Cloudbeds or MewsZapier or Make.comTwilioMailchimpOpenAI API (personalized recommendations)
Guest Relations Manager

Perfectly Timed Review Request System

At 9am the morning after a guest checks out, while the stay is still fresh in their mind, they automatically receive a friendly text or email asking about their experience. Guests who respond positively are immediately routed to a direct link to leave a review on Google or TripAdvisor, while anyone who indicates a problem is routed instead to a private feedback form that alerts the guest relations manager before any negative review goes public. Repeat guests get a slightly different message that also mentions a returning-guest perk, which nudges them toward booking direct on their next stay instead of going back through an OTA. Review volume grows steadily every month, and the property has caught and resolved several complaints that would previously have shown up as one-star reviews.

Tools Required
Cloudbeds or RevinateZapier or Make.comTwilioGoogle Business Profile APIMailchimp
Reservations Manager

Automated Room Upgrade & Add-On Offer System

Based on booking data, room type, length of stay, and days until arrival, guests are automatically segmented and sent targeted upsell offers: a suite upgrade for a milestone anniversary booking, a late checkout add-on for a guest with a late flight, a breakfast package for a family reservation. Offers are presented through a simple, mobile-friendly page where the guest can accept and pay in two taps, and any accepted upgrade updates the room assignment and folio automatically without a phone call to the front desk. Offers that go unopened after 48 hours are automatically resent once with a slightly different subject line before the window closes. Upsell revenue that used to depend entirely on a front desk agent remembering to pitch at check-in now runs continuously in the background.

Tools Required
Mews or CloudbedsZapier or Make.comTwilioStripeMailchimp
Digital Marketing Manager

Abandoned Booking Recovery Sequence

When a website visitor starts a reservation, selecting dates and a room type, but leaves the booking engine before completing payment, the system automatically captures the session and sends a follow-up email within an hour with their selected dates pre-filled and a direct link back to checkout. A second message goes out 24 hours later, and if the booking still hasn't been completed, a final message offers a small incentive, a complimentary breakfast or a room upgrade, to close the gap. Visitors who abandon a booking during a rate spike are flagged separately so the revenue manager can see whether pricing, not indecision, is the real reason bookings are being lost. Reservations that used to disappear the moment a guest closed the browser tab are now recovered at a meaningful rate every month.

Tools Required
Cloudbeds or SiteMinderZapier or Make.comMailchimp or ActiveCampaignTwilioGoogle Analytics
Front Office Supervisor

Automated Weather-Based Guest Alert System

The system checks the local forecast every morning and automatically triggers guest notifications whenever conditions cross a set threshold, heavy rain that would close the pool, high winds affecting a scheduled outdoor event, or a heat advisory that changes shuttle timing. Affected guests receive a text explaining the change and, where relevant, an alternative activity or rescheduled itinerary before they've made plans around the original schedule. The front office supervisor gets a copy of every alert sent, so staff at the front desk and pool are already briefed and aligned before a single guest asks a question. Weather disruptions that used to generate a flood of confused guests at the front desk are now handled proactively, hours ahead of the first complaint.

Tools Required
Cloudbeds or MewsZapier or Make.comTwilioOpenWeather APISlack

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