Getting to the trip builder
From anywhere in the application, click Plan a Trip in the sidebar, or click the + New Trip button in the top bar.
Choosing a creation method
The trip builder offers five ways to start:
Plan with AI
Describe your trip in plain language — where you need to go, who you need to see, and when. The AI Trip Planner builds a day-by-day proposal for you to review and approve before any trip is created.
This option requires a PRO plan or above.
Start a New Trip (Guided)
A step-by-step flow that walks you through workspace type, dates, destination, and initial setup. Recommended for most new trips.
Use a Previous Trip
Start with the stops, workspace type, and planning structure from a trip you have already completed. Useful for recurring routes.
Start from a Playbook
Begin with an established preparation or execution process already applied. Useful when your organization has standardized how certain trip types are run.
Build From Scratch
Create the trip shell immediately with no guided steps. Use this when you know exactly what you need and want full control from the start.
What happens after you create a trip
Once a trip is created, you are taken to the Trip Dashboard — the command centre for that specific trip. From there you can:
- Add meetings, stops, documents, contacts, and notes
- Apply a playbook to track preparation phases
- Build your road travel route
- Monitor trip readiness
Trip workspace types
When creating a trip, you choose a workspace type that determines the default structure. Workspace types include options such as site inspection, client visit, sales trip, and others. The workspace type affects which playbook components are suggested but does not restrict what you can add to the trip.
Tips
- You can rename a trip at any time from the trip's Edit page.
- Trip dates can be adjusted after creation.
- If you started in Route Explorer and built a route, a Route Ready banner appears at the top of the trip builder — click Continue to carry your stops into the guided flow.