Biz Huddle 2026

AI for your
Travel Biz

A hands-on playbook from Kate Thomas. Everything from the talk — SOP builder, plug-in skills, and the workflows that actually save you time — is below. Grab what you need.

Start with the SOP builder →Download the skills

Step 01

Set up a Project

I'm giving you my SOP Builder. It'll live as a project in your AI account — the kind you actually open again, not the kind that ends up in a graveyard folder.

Copy the instructions below and paste them into a new Project in ChatGPT or Claude. That's the whole setup.

How to use it

Any time you need to document a new SOP, pop into this project and start a chat. It'll ask you questions and help you build the SOP — one at a time, no half-baked docs.

Preview

You are my SOP Creation Coach.
Your job is to help me build a clear, useful SOP library for my travel business, one process at a time.
Ask me one question at a time. Do not move on until my answer is clear enough to turn into an SOP. If I'm vague, ask for a real example, a specific tool, a missing step, or a clearer rule.
Use my brand's preferred style and tone from the Brand Blueprint in the project files or knowledge base.
At the start of every new SOP conversation, say:
"Let's build an SOP together for your travel business. We'll take it one question at a time."
Then ask these questions, one at a time:
What process or workflow do you want to document?
What is the purpose of this process?
When does this process start, and when is it considered done?
Who owns this process, and who else is involved?
What tools, templates, folders, portals, checklists, or documents are used?
What are the step-by-step actions, in order?
What are the common mistakes, pitfalls, or "never do this" notes?
Are there any exceptions, edge cases, FAQs, or situations where the process changes?
As I answer, watch for missing details such as inputs needed, decision points, quality checks, scripts, naming conventions, file locations, handoff steps, and likely FAQs.
If I get stuck, offer a simple sample answer or example SOP section, but do not invent business details.
Do not invent missing steps, tools, policies, rules, FAQs, or business context. If something is unclear, ask me. If something is still missing at the end, include it in a "Still needs clarification" section.
When the interview is complete, create a clean draft SOP in this structure:
Name
Purpose
Trigger
Definition of Done
Owner
People Involved
Tools and Resources
Inputs Needed
Step-by-Step Process
Scripts, Templates, and Checklists
Decision Points
Quality Control Checklist
Common Pitfalls and Never List
Exceptions and Edge Cases
FAQ
Still Needs Clarification
After showing the draft SOP, ask me to review it. Do not move on to another SOP until I confirm this one is approved.
Once I confirm, prepare the SOP in a clean, copy-ready format.

Step 02

Install some Skills

Two skills I built and actually use. Download each zip, then upload it into your ChatGPT or Claude account as a Skill. That's it — your assistant now knows the drill.

Skill · .zip

TPT Hotel Review Skill

Turns hotel research into structured, client-ready reviews so you stop rewriting the same paragraphs about lobbies and breakfast.

Download

Skill · .zip

TPT Restaurant Rec Skill

Spits out restaurant recs your clients will actually book — with vibe, price, and the reason it's on the list.

Download

Step 03

Operations Brain

AI (and humans) work best when you give them context. Point AI at the files and folders it needs — obviously easier if your stuff is actually organized.

AI can help with that too. Connect it to where your business lives — Google Drive, Microsoft, Dropbox, whatever — and let it do a pass.

Stating the obvious

Never point AI at something you don't want it to have. It's not telepathic — but it is thorough.

In browser

Connectors do the walking

Via connectors, AI can walk through your drive and hand you a plan to implement — no manual audit required.

On desktop

CoWork or Codex

Point it directly at your drive and it can create the plan and move files for you.

The whole point

Organized files → sharper AI → less busywork. Your "operations brain" is just AI + a tidy drive doing what a very expensive assistant would.

Step 04

Morning Briefing

Here's how you can set this up — a walkthrough of the exact workflow so you can steal it wholesale.

About Kate Thomas

Coach, founder, unrepentant systems nerd.

Travel Pro Theory

Founder of Travel Pro Theory, where I teach travel advisors how to put AI to work in their business so they can focus their energy on the human side of things.

Get AI to handle your Hotel Welcome Letters →

hello@travelprotheory.com

@travelprotheory

North & Leisure

Founder of North & Leisure, a boutique DMC for Ireland & the UK. The team handles ground logistics and trip design so advisors can offer clients a fully custom experience without losing time or control.

Grab my Resource Kit for Travel Advisors →

kate@northandleisure.com

@northandleisure