Support

Add-in: Travel Desk

What it does

Fill one travel request and get both artifacts: the Travel Authorization email draft to your coordinator, and the matching row in your Division's shared travel planner workbook.

One-time setup

1. Open any message in Outlook → click Travel Desk on the ribbon, and expand Setup (first run: sign in and consent — one time only).
2. Click Show my files and pick the planner workbook from your recent/shared files, or search by name. (Pasting a Copy link URL into the field below still works too.)
3. Pick the planner table, set the fiscal year this planner covers, and click Save planner for this year. Repeat for each year's workbook.
4. Confirm the coordinator email.

The planner must be an Excel Table. If Connect says no table was found: open the workbook in Excel, select the header row plus data, Insert > Table ("My table has headers" checked), save, reconnect.

Each trip

1. Fill the traveler, event, costs, and any third-party reimbursement sections — the estimated total updates as you type.
2. Click Create travel request. The email draft lands in your Drafts folder for review; the planner row is appended immediately.

Troubleshooting

• "Couldn't open the workbook" — make sure the link is to the file itself (not the folder) and that your account can edit it.
• Wrong columns filled — the add-in maps by column header names (Event, City, Start date, Attendee, Cost, TEWD, …). Header renames are picked up automatically on the next request.
• Draft didn't send — by design. Travel Desk never sends; review the draft in your Drafts folder and send it yourself.

Privacy

No data collection — everything runs in your own Microsoft 365 session. See the Privacy Policy · Security & Trust Center. New here? Start with the Tutorials and the Quick Start guide.

Contact

Matthew@purposebuilt.systems