Use client notes to shortlist hotels and draft a recommendation

Codex turned a travel advisor’s scattered trip notes into a live-checked hotel comparison and a Word draft.

Done with Codex· Intermediate

What they did
A travel advisor gave Codex Desktop a folder of client material, including a Word file filled with partial details from past trips. They asked it to pull out the traveler’s likes and dislikes, check Belmond’s website and booking flow, and then weigh three choices. Codex located the relevant notes, chose a sample late-June window, and assembled a comparison with availability and pricing, plus a fuller Word document.
How it went
The output ranked three Belmond properties and put Castello di Casole in Tuscany at the top, with current room openings and nightly rates. The advisor said it was useful as a starting point and a time-saver, but not ready to send directly to the client. Because the agent assumed a late-June stay for 2 adults, exact family pricing still needs another pass.
Tips
When dates or party size are unclear, have the agent spell out its assumptions before it compares hotels. Use the result as a draft, then verify the booking details and any rate changes yourself.

Try it yourself with Codex

I have a client folder with scattered notes: [paste notes]. Find the traveler’s preferences, then check [brand or hotel group] properties in [destination] for [date range] using live booking pages. Compare three options, include current availability and nightly rates, and recommend the strongest match with short reasons. Also draft a Word document with the recommendation and two alternatives. Pause before any payment, reservation, submission, or message is sent, and wait for my approval.

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

Read the original on worldviatravelnetwork.com ↗

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