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Use cases

Business and executives

One itinerary for the executive, the assistant and the driver — when a meeting moves, Nuri moves the car.

WebiPhone

For executives, their assistants and the people who run their travel. When one meeting moves, the car, the table and the flight home have to follow — and everyone needs the same itinerary.

Workspace spending policies, including travel over $150 to an approver and a $400 entertainment limit

Example: a board day in Chicago

Helen has a board meeting at 11:00 on the 20th floor, with the prep brief attached. Her assistant, Nora, runs the trip: the car at 10:20, lunch, and the 18:10 flight home.

Then Erin asks to move the meeting to 15:00. Nurvia shows what the new time touches — lunch, the car and the flight. Dinner for six at The Marlowe comes to about $480, over the $400 entertainment limit, so it goes to Helen with the price attached. Sam, the driver, only ever sees his pickup.

Try asking

You: Erin wants to move the board meeting to 15:00. What does that do to my day?

Nuri: Lunch would move before the meeting, to 12:30, and the car to 14:20. The 18:10 flight home gets too tight; the 20:05 is $140 more. Want me to ask the restaurant and the car service now, and leave the flight for you to decide?

What matters most

The right level of detail

Executives see the summary, assistants see everything, drivers see their part. Preview it with See this plan as — see Roles and permissions.

Approvals follow your policy

Anything over a limit goes to the right person with the price attached. Set limits in Rules and approvals.

Receipts stay with the trip

See what's matched, what's missing and what's left in the budget in Money.

Every change on record

Each item keeps its history, and the Agenda shows the day in local time.
SettingRecommendation
WorkspaceA team workspace for the office, kind Executive.
Word for plansPlan, or pick Trip, Meeting or Offsite.
RolesThe executive as Owner or Admin. The assistant as Manager (shows as Executive Assistant). Drivers get a no-account pickup link.
RulesAdd spending limits and route travel approvals to the person who decides — see Rules and approvals.

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