Struggle of a travel agency:

Jeremy runs a New York-based online travel agency. Their clients book their flights and other travel services through their website.

The client communication is mostly through emails. Customer representatives answer client queries, suggest the best options, and confirm flights.

They use Pipedrive to manage client booking details.

Jeremy noticed that his sales team spends a significant amount of time on data entry.

He wanted a solution to free up his sales team so they could focus on their core job.

There was no way to directly export booking details from email threads to Pipedrive.

He started looking for a solution to automate the process of extracting required data from email threads and populating those data points into the CRM, Pipedrive.

Jeremy came to us with a seemingly unsolvable problem: he needed to find a way to automate the extraction of data from email threads.

We took the challenge and did some detailed research, communicating the possibilities with Jeremy along the way.

Once we all agreed that creating AI-powered automation would be the best solution, we presented our research to Jeremy and, upon his approval, began the development process.

We implemented a Zapier and OpenAI integration to automate the data extraction process.

However, there were some limitations to this integration, so we wrote some Python code to fill the gaps.

That’s how we helped Jeremy automate the process of extracting data from email threads and reduce the manual effort by 90%.

In essence, we combined OpenAI with Zapier to develop an information extractor tool that can read email threads, identify the required data points, and move this data to Pipedrive.

Let’s have a look at the impact of AI-powered automation on Jeremy’s business;

The AI-powered system frees up Jeremy’s team to focus on more strategic tasks, saving them hours of time each week.

With the system, all they need to do is forward the email thread to a trigger email, and the AI will automatically identify and extract all the relevant data related to a client’s trip.

Jeremy’s team can now spend their time on tasks that add more value to the business, such as building relationships with clients, developing new marketing campaigns, and closing deals.

The AI-powered system is a valuable asset for any business that wants to save time and improve efficiency.

Automation and AI can help businesses save money by reducing their cost to serve.

Businesses can achieve efficiency in two ways:

1. Standardize and automate tasks to reduce team size. This can save businesses money on labor costs.
2. Upskill the team so they can deliver more value within the same time. This can lead to increased productivity and profitability.

The AI x Automation duo enabled Jeremy to save the resource that was required to extract the data from email threads.

With a one-time investment in automation, Jeremy no longer has to pay for an additional resource to extract data from email threads.

These direct cost savings have reduced his business’s cost to serve and made his business more efficient.

Average Data Entry Clerk salary in New York, NY is $43,733 as of July 25, 2023, but the range typically falls between $39,172 and $49,371.

(source: Salary.com)

To err is human – this saying used to be true, but in today’s rapidly growing and highly competitive market, businesses can no longer afford to make mistakes.

This is especially true in the travel industry, where a single mistake can have a major impact on a customer’s experience.

Artificial intelligence (AI) is the future of the travel industry. AI can be used to automate tasks, improve efficiency, and reduce human errors.

In the case of Jeremy, he used AI to automate the data extraction process which enabled him to ensure that his clients get what they had booked and didn’t have to suffer on their travels due to any errors from his team.

This improved the customer experience and helped Jeremy to build a more successful business.

Here’s what Jeremy said about ReadyLogic:

“ReadyLogic is just the best out there!

Super smart, talented, gets to the bottom of the big picture, creates top notch solutions, and then tackles all the bugs so brilliantly!!

You cannot get anyone better for workflow automation than ReadyLogic!

Guaranteed!!”