3 workflow automations purpose-built on top of ClientBase — no data leaves your system, no parallel tool for your team to learn.
AI tracks every confirmation in Axus Travel, chases outstanding ones, surfaces booking conflicts, and notifies the advisor only when human intervention is needed — chase work disappears. Purpose-built for teams running ClientBase — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the trip sheet in Axus Travel, books FBO/catering/ground per client preferences, and produces the crew briefing pack — dispatcher confirms vs. assembles. Purpose-built for teams running ClientBase — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the consolidated report from Axus Travel and every connected custodian, drafts narrative commentary per family, and publishes to the family portal — reporting cycle drops from weeks to days. Purpose-built for teams running ClientBase — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of ClientBase for any repetitive process. Tell us what you'd automate.
