Travel Request Processor

The Challenge

Travel requests require policy verification, budget checking, and manager approval. Each request takes 15-20 minutes to process manually, and employees wait days for approvals.

The AI Desk Solution

AI Desk validates travel requests against policy, checks budgets, and routes for quick approval.

The Workflow

Step 1: Request Submitted

Trigger: Travel request in Concur
Sources: Policy docs, budget data, calendar

Step 2: Validation

• Policy compliance
• Budget availability
• Calendar conflicts
• Cost optimization

Step 3: Smart Routing

✈️ Travel Request: Customer Visit

TRAVELER: Jamie Chen
DESTINATION: San Francisco
DATES: Apr 5-7, 2026
PURPOSE: Acme Corp QBR

COST BREAKDOWN
├── Flight: $420 (economy, policy compliant)
├── Hotel: $280/night x 2 ($560)
├── Ground: $100 estimated
├── Meals: $150 per diem
└── Total: $1,230

POLICY CHECK
├── ✓ Advance booking (>14 days)
├── ✓ Economy class (under 4 hours)
├── ✓ Hotel within per diem
├── ✓ Business justification provided
└── ✓ Customer meeting confirmed

BUDGET STATUS
├── Department travel budget: $45,000
├── YTD spent: $28,500
├── This request: $1,230
├── Remaining: $15,270
└── Status: ✓ Within budget

OPTIMIZATION SUGGESTIONS
├── Alt flight: Save $85 (1hr earlier)
├── Alt hotel: Save $40/night (0.5mi away)
└── Total potential savings: $165

ROUTING
├── Auto-approved: Under $2,000 threshold
├── Manager notified: Sarah Kim
└── Booking link sent to traveler

Value Proposition

• Time Saved: 20 minutes per request
• Faster Approvals: Same-day for compliant
• Cost Savings: Optimization suggestions