From the sidebar, click Plan a Trip or click + New Trip in the top bar to reach the trip builder. The page is labelled Trip Builder and asks: "How would you like to start?"
The five creation methods
Plan with AI
Describe your trip in plain language. The AI Trip Planner builds a day-by-day proposal for you to review and approve before any trip is created.
Use this when you have a multi-stop driving trip and want a structured itinerary generated from a description.
This option requires a PRO plan or above.
Start a New Trip (Guided)
A step-by-step flow that walks you through destination, dates, trip purpose, your role, workspace type, and an optional playbook. 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 or destinations you visit regularly.
The page shows up to three recent completed or archived trips you can reuse. Click View all to see more.
Start from a Playbook
Begin with an established preparation or execution process already applied to the trip. Useful when your organization has standardized how certain trip types are run.
If you have no active playbooks, the option is still available — the guided flow will let you create one.
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.
Route Explorer handoff
If you built a route in Route Explorer before coming to the trip builder, a Route Ready banner appears at the top of the page showing the number of locations and their names. Click Continue to carry those stops into the guided trip creation flow.
You can dismiss the handoff by clicking the × on the banner if you no longer want to use that route.
Tips
- All five methods create the same type of trip — the method only affects how you set it up.
- You can always add or change anything after the trip is created.
- The guided flow pre-selects a recommended workspace type based on your trip purpose.