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Travel & BookingsAny

Recommend a hotel from client notes using Codex

A travel advisor had Codex use client notes to recommend a Belmond hotel in Italy, checking live booking engines and generating a detailed Word doc.

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Use case overview

A travel advisor had Codex use client notes to recommend a Belmond hotel in Italy, checking live booking engines and generating a detailed Word doc.

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Reported experience

  1. What they did

    The advisor pointed Codex Desktop at a client folder holding a Word doc of fragmentary notes from past trips. He asked it to find the client's preferences, check Belmond's current site and booking engine, and compare three options. He never named Italy or the file. Codex found the notes, picked a sample date window, and ranked three hotels with availability and rates. It also wrote a more detailed Word doc.

  2. How it went

    It returned a ranked table of three Belmond properties, led by Castello di Casole in Tuscany, with live availability and nightly rates. It isn't client-ready: the advisor says it points him the right way and saves time.

  3. Worth knowing

    Codex assumed a late June window for 2 adults, so exact family pricing needs a second pass. It works with a free ChatGPT account (limited usage) or Plus at $20/month.

Example prompts

Try with Codex
Here are my notes on a client: [paste notes on preferences, budget, travel dates, and must-haves]. Recommend one hotel in [destination] that fits, checking live booking sites for availability and rates on [dates]. Finish with a Word document covering the recommendation, why it fits, rates found, and two alternates. Don't book anything or contact anyone.

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