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Automated Travel Setup: Preferences Brief and Cowork Prompt

Fill in this travel preferences brief and your AI handles flight research, hotel shortlisting, and itinerary drafts without manual back-and-forth.

Free template · copy-paste ready · built by the BrainVaultAI team

The leverage move with AI travel planning isn't using it to search, it's giving it your preferences once so every future trip starts from your actual constraints instead of defaults. This template has two parts. First, a travel preferences brief you fill in once and paste into any travel planning session. Second, a Cowork-specific setup prompt that configures the agent with your loyalty programs, seat preferences, and deal-breakers. Once your brief is set, a full flight + hotel search with options takes about three minutes instead of forty-five. The agent handles filtering, you handle deciding.

Travel Preferences Brief (fill once, reuse forever)
## My Travel Preferences Brief ### Flight preferences
- Preferred airlines: [LIST or 'no preference']
- Loyalty programs: [PROGRAM NAME + status level]
- Seat preference: [window / aisle / bulkhead / exit row]
- Maximum layover time: [X hours]
- Hard no: [e.g., 'no red-eyes', 'no basic economy', 'no Spirit']
- Budget threshold: [$ amount where I stop comparing and just book] ### Hotel preferences
- Preferred brands/ai-agents: [LIST]
- Minimum star rating: [X]
- Must-haves: [e.g., gym, free breakfast, early check-in, walkable location]
- Hard no: [e.g., 'no airport hotels unless connecting']
- Budget per night: [$X] ### General
- Home airport: [AIRPORT CODE]
- I travel: [solo / with partner / with kids / mixed]
- I'm willing to fly out: [days before trip if flexible]
- I prefer direct flights: [always / when under $X more / never] ---
PASTE THIS BRIEF at the start of any Claude travel planning session.
Trip Planning Prompt
I need to plan a trip. Here are my travel preferences: [PASTE YOUR PREFERENCES BRIEF] TRIP DETAILS:
- Destination: [CITY or REGION]
- Travel dates: [DATES or 'flexible within X window']
- Trip purpose: [business / vacation / conference / other]
- Travelers: [NUMBER and type]
- Non-negotiables: [anything specific to this trip] Give me:
1. Top 3 flight options that fit my preferences, ranked by overall value (not just price)
2. Top 3 hotel options in my preferred area
3. A rough 3-day itinerary if this is a leisure trip
4. One thing I should book immediately vs. what can wait Flag any pricing or availability I should verify directly, don't make up numbers.
Packing List Generator
Generate a packing list for this trip. Be specific to the context, not a generic list. TRIP: [DESTINATION, DATES, PURPOSE]
WEATHER: [expected conditions]
ACTIVITIES: [what I'll actually be doing]
BAGGAGE: [carry-on only / checked bag / both]
DURATION: [X days] Rules:
- Only include items I'd actually forget or that are trip-specific
- Skip obvious items (underwear, toothbrush) unless there's a reason to flag them
- Flag anything I should buy at destination vs. pack
- If carry-on only, flag any liquids or items that need extra planning Format as a checklist grouped by category.

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