Example workflow

From a Canva-and-WhatsApp workflow to one live link per trip

Take a boutique agency where two planners handle everything from the first brief to the final PDF. This is how a custom trip moves through their week, before and after Itiner.

An illustrative example. This walkthrough describes a typical workflow. It is not a customer story and makes no claim about any agency’s results.

Before Itiner

Every trip started from a blank Canva file

Requirements

Trip details gathered over WhatsApp across several messages, then manually copied into a document.

Building the draft

Last month’s Canva file duplicated as a starting point, then reformatted day by day for the new client.

Revisions

Client asks to swap a hotel. Planner reopens the design, edits, re-exports, resends. Repeat per request.

bali_family_trip_final_v6.pdfAnd the client still asks for one more change.

After Itiner

One workflow, one source of truth

  1. 01

    Trip brief goes into Itiner: destination, dates, travellers, budget, pace.

  2. 02

    AI returns a structured day-by-day draft in under a minute.

  3. 03

    Planner reviews, corrects details, and publishes the client portal.

  4. 04

    Client requests a change. Planner edits once. The portal updates instantly; no re-export.

What changes

Before and after, step by step

StepBeforeWith Itiner
First draftRebuilt by hand from an old fileAI draft from the brief, then reviewed
What the client receivesA new PDF for every revisionOne live link
A change requestRe-edit, re-export, resendEdit once; the portal updates

Try this workflow on your own trip brief

Paste a real client request and watch the first draft come back in under a minute.