# Executive business trip desk: itinerary, briefing and budget

> For Executive assistants and office managers organising travel for an executive.

one desk per trip holding the briefing document, the itinerary by city, the budget checked against the travel policy cap, every venue on a map and the people the executive will meet. Distinct from board-pack (the other executive-assistant desk).

## What goes on the desk

- Document ‘Trip brief and itinerary’ (/help/widget-document)
- Spreadsheet ‘Trip budget’ with a formula checking the policy cap (/help/widget-spreadsheet)
- Map widgets for the hotel and meeting venues (/help/widget-map)
- Calendar (in beta) (/help/widget-calendar)
- Contacts for hosts and attendees (/help/widget-contacts)
- Tasks ‘Still open’ (ticket flights, confirm the dinner venue) (/help/widget-tasks)
- Inbox for the trip’s mail by rule (connected mailbox) (/help/widget-inbox).

## Set it up

create the desk with the departure date as its due date; import the budget sheet; add a map per city.

## Use it day to day

confirm items, tick tasks, send the final itinerary from the document.

## Where Plexii helps

Plexii answers what is still unconfirmed from the desk, with sources (/help/ai-assistant); the Document’s Draft with AI writes a briefing section you review (/help/widget-document).