--- title: How do I set up common automated workflows in Trip Pipeline? description: Follow step-by-step examples to set up common Trip Pipeline automations in Wetu, from to-do lists and expiry deadlines to travel date reminders. --- [![Wetu](https://knowledge.wetu.com/hubfs/Knowledge%20Base%20Header%20Media/Primary_withouttagline.png)](https://wetu.com) [Contact Us](mailto:support@wetu.com) [Skip to content](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#main-content) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledgebase](https://knowledge.wetu.com/?hsLang=en) 2. [Trip Solutions](https://knowledge.wetu.com/trip-solutions?hsLang=en) 3. [Trip Pipeline](https://knowledge.wetu.com/trip-solutions?hsLang=en#trip-pipeline) October 21, 2026 # How do I set up common automated workflows in Trip Pipeline? ## Use these step-by-step examples to set up common automations in Trip Pipeline. You'll also find the automations already set up on your account. **Quick Links** \- [1. Common Workflows](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#H1) \- [a. To-do list for each status](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#H.a) \- [b. Expiry deadlines](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#H.b) \- [c. Travel dates](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#H.c) \- [d. Task deadlines](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#H.d) \- [e. Travel dates and recuring deadlines](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#H.e) \- [2. Automations we've set up for you](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#H2) \- [3. Good to know](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#H3) \- [Need help?](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#Need_help)  **New to automations?** Start with [How do automated workflows work in Trip Pipeline?](https://knowledge.wetu.com/how-do-i-work-with-automated-workflows-in-trip-pipeline?hsLang=en) to learn how triggers, conditions and actions work.  ### **1. Common workflows: step-by-step examples** #### **a. Add a to-do list for each status (phase) of a trip** **Example:** Every time a trip moves to **Booked**, your team needs to confirm accommodation and send the traveller a welcome pack. 1. Create a new automation (or pick **When trip status changes → add tasks**). 2. **When:** Choose **is updated**. 3. **And this is true:** Add **Status is...** and set it to **Booked**. 4. **Then do this:** Add **Add tasks to the trip** and enter: - *Confirm accommodation* - *Send welcome pack to traveller* 5. *(Optional)* Add **Send in-app notification** to the **Trip owner**: *"New trip booked: 2 tasks have been added."* 6. Click **Save**. | **Result:** When a trip moves to Booked, the tasks appear on the trip straight away and the trip owner gets a notification. | | --- | **Tips:** - Create one automation per status to build a to-do list for each phase, for example Enquiry, Quoted, Booked and Travelled. - Clear leftover tasks on lost trips with a second automation: **is updated → Status is Cancelled → Mark all tasks as done**. ![12](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Trip%20Pipelines/Automations/12.jpg?width=670&height=323&name=12.jpg) [back to top](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#back_to_top) --- #### **b. Set up expiry deadlines (a trip expires after a while in a status)** **Example:** You hold provisional bookings for 14 days. If the client hasn't confirmed by then, the trip should move to **Cancelled**. 1. Create a new automation (or pick **When trip status expires → change status**). 2. **When:** Choose **approaches a date**. 3. **And this is true:** - **Status is... Provisional** - **Trip has expired after... 14** days 4. **Then do this:** - **Change trip status** to **Cancelled** - **Send in-app notification** to the **Trip owner**: *"The provisional hold has expired and the trip was moved to Cancelled."* 5. Click **Save**. | **Result:** - **Day 1:** The card turns 🟡and shows *"14 days until Cancelled"*. - **Day 8: 🟠** *"7 days until Cancelled"*. - **Day 13:** 🔴*"This trip expires tomorrow and status will change to Cancelled."* - **Day 14:** The trip moves to Cancelled and the card goes back to white. | | --- | **Tip:** The countdown starts from the last time the trip's status changed. If the client confirms and you move the trip to another status, the countdown stops.  ![13](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Trip%20Pipelines/Automations/13.jpg?width=670&height=338&name=13.jpg) [back to top](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#back_to_top) --- #### **c. Stay on top of travel dates (itinerary starts and ends)** **Example:** Once a booked trip's itinerary has ended, you want it to move to **Travelled** automatically so your board stays tidy. 1. Create a new automation. 2. **When:** Choose **approaches a date**. 3. **And this is true:** - **Status is... Booked** - **Trip is ending... is today** 4. **Then do this:** **Change trip status** to **Travelled**. 5. Click **Save**. | **Result:** As the end date gets closer, the card turns 🔵 to show it's about to move forward. On the day the trip ends, it moves to Travelled automatically. | | --- | **Variation (start date):** If you use a *Travelling* status, set up **Status is Booked + Trip is starting... is today → Change trip status to Travelling**.  **Note:** Automations don't apply to past dates. Trips whose dates have already passed won't be moved when you create a new automation.  ![14](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Trip%20Pipelines/Automations/14.jpg?width=670&height=327&name=14.jpg) [back to top](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#back_to_top) --- #### **d. Get notified about task deadlines** **Example:** You want a reminder the day before any unfinished task is due. 1. Create a new automation. 2. **When:** Choose **approaches a date**. 3. **And this is true:** - **Status is not... Cancelled** (so you aren't reminded about lost trips). You can add more than one *Status is not* condition, for example to leave out *Did not book* as well. - **Task is due... is coming up in 1 day** 4. **Then do this:** **Send in-app notification** to the **Trip owner**: *"A task on this trip is due tomorrow."* 5. Click **Save**. | **Result:** The trip owner gets a reminder the day before the task is due. The card also turns 🔴 when the task is due today or overdue, and goes back to normal once the task is marked as done. | | --- | **Variation (overdue tasks):** Set **Task is due... has passed 2 days ago**, then send a notification to the trip owner and a manager.  ![15](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Trip%20Pipelines/Automations/15.jpg?width=670&height=318&name=15.jpg) [back to top](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#back_to_top) --- #### **e. Get notified about travel dates or deadlines that keep coming up** **Example 1 (travel dates):** You want a reminder 7 days before departure so you can send final travel documents. 1. **When:** **approaches a date** 2. **And this is true:** **Status is... Booked + Trip is starting... is coming up in 7 days** 3. **Then do this:** **Send in-app notification** to the **Trip owner**: *"Departure is in 7 days. Please send the final travel documents."* **Example 2 (deadlines that keep coming up):** Quotes that sit for 10 days need a follow-up. 1. **When:** **approaches a date** 2. **And this is true:** **Status is... Quoted + Trip has expired after... 10 days** 3. **Then do this:** **Send in-app notification** to the **Trip owner**: *"This quote has had no response for 10 days. Time to follow up with the traveller."* | **Result:** The trip owner gets a notification at the right moment for every trip that matches. | | --- | **Tip:** Each automation sends one reminder per trip. If you want reminders at more than one point, for example 7 days **and** 3 days before departure, create a separate automation for each.  ![16](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Trip%20Pipelines/Automations/16.jpg?width=670&height=320&name=16.jpg)  [back to top](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#back_to_top) --- ### **2. Automations we've set up for you** Your account comes with these automations already set up. You can edit, switch off or delete any of them.  | Which trips | When | What happens | | --- | --- | --- | | Booked trips | The itinerary end date has passed | Status changes to **Travelled** | | Booked trips | The itinerary starts in 7 days | In-app reminder to the trip owner | | Any task | Incomplete 1 day before its due date | In-app reminder to the trip owner | | Trips in *Payment due* | They've been in that status for 7 days | In-app reminder to the trip owner | | Trips moved to *Cancelled* or *Did not book* | The status changes | All tasks are marked as done | [back to top](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#back_to_top) ### **3. Good to know** - **Notifications:** For now, automations send in-app notifications only. - **Tasks:** Tasks added by an automation are assigned to the trip owner and don't get a due date automatically. - **Renaming a status:** Your automations update to use the new name. - **Timing:** Date-based automations are checked every 30 minutes, so there may be a short delay. | **Related article** [How do automated workflows work in Trip Pipeline?](https://knowledge.wetu.com/how-do-i-work-with-automated-workflows-in-trip-pipeline?hsLang=en) Learn how the workflow builder works, how to add, edit, swap and remove nodes, and which automations change trip card colours. | | --- | [back to top](https://knowledge.wetu.com/how-do-i-set-up-common-automated-workflows-in-trip-pipeline#back_to_top) ### **Need help?** Contact Wetu Support at [support@wetu.com](mailto:support@wetu.com).  Chat to us live from your dashboard. 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