Most hotel teams already have the data to spot their best guests. It just arrives as a spreadsheet nobody has time to read. See how 2toLead built a working AI agent in one day that turns daily reservation emails into automatic VIP guest alerts for the front desk.
What If Your Front Desk Knew Every VIP Before They Walked In?
In hospitality, recognition is the experience. For a leading hospitality organization with a large portfolio of properties, the information needed to welcome loyal guests already existed. It arrived every morning as a daily reservation report sent by email as an Excel file. VIP guests were still being picked out by hand.
As operations grew, recognizing loyal guests and getting the right information to the front desk at the right time got harder. So the organization asked 2toLead to a one-day AI Agent Hackathon with one brief: make guest insights faster, smarter, and more personal.
Three hurdles between the morning report and a VIP welcome
- Data that wasn't automation-ready. Reservation reports arrived as Excel attachments that weren't formatted as tables, which tools like Power Automate and Copilot need.
- Too many systems to connect. A shared mailbox, SharePoint, Dataverse, and an AI agent all had to work together, and one small data-type mismatch could break the flow.
- One day to deliver. Every hour spent troubleshooting came out of build time.
The goal wasn't another dashboard. It was to turn a manual morning report into a reliable flow of guest insights the front desk could act on.
What You'll Uncover Inside This AI Agent Case Study
- The scenario-selection call that shaped the whole build, and why choosing a use case early matters more than the technology
- The five-stage flow from reservation email to front-desk alert, and where Power Automate, SharePoint, Dataverse, and Copilot Studio each fit
- The plain-language question staff can ask the agent to surface VIP guests on demand
- How a simple chat command sends a curated VIP list to the right team
- Why the team chose Dataverse over SharePoint, and the licensing trade-off behind that decision
- The data-type mistake that stopped the flow, and how to avoid it in your own build
- Five lessons for any team planning its first AI agent or hackathon
Who Should Read This Case Study
- Hospitality and guest experience leaders who want loyal guests recognized at every property without manual lookups
- CIOs and IT decision-makers who need proof that an AI agent can deliver value quickly before funding a larger program
- Power Platform makers and technical owners planning agents on Dataverse, Power Automate, and Copilot Studio
- Innovation and digital transformation leads deciding whether a hackathon is the right way to test an AI use case
- Operations leaders at multi-site organizations (hotels, retail, healthcare, franchises) whose key insights are still buried in emailed spreadsheets
Get the Full Case Study
Download your free copy. It covers the build, the blueprint, and the lessons from one day of turning reservation data into VIP welcomes.
