# Share a hotel research pack with a marketing consultant or team Canonical: https://opendataroom.com/guides/hotel-marketing-research-pack Updated: 2026-10-17 Give a consultant or hotel team a focused research pack and their own authorised access. They can explore it with a compatible AI app, while the sharing company can review the requests received by the server. Use separate packs when different people are allowed to see different material. ## How OpenDataRoom helps Market: Hotel teams and marketing consultants The consultant can explore the approved research and return focused questions, while the hotel retains the sharing boundary. Keep source documents organised in drops, like folders, and select named packs for each audience. OpenDataRoom manages access and request records; the recipient uses their own AI for analysis. Current AI tools return extracted text, not complete original files. - [Reusable private packs](/guides/control-data-access-ai): Keep the selected documents together for repeat questions and later reviews, within the displayed retention period. - [Source access for your AI](/guides/ai-document-connection): Let a compatible AI list, search and read the supplied text. Ask it to cite the file and passage so you can check the answer. - [Named recipients and separate packs](/guides/separate-packs-per-audience): Choose who can connect. Prepare separate packs when people are allowed to see different documents. ### Example Fictional example: Harbour House, brief approved 8 October 2026: courtyard and street-facing rooms. The proposed campaign targets short leisure stays. Live prices, availability and step-free access are not established by this brief. ### Workflow impact The consultant can explore the approved research and return focused questions, while the hotel retains the sharing boundary. ### Bring these documents - Approved property brief.md - Dated market research.md - Campaign claim conditions.md ### Prompt for your own compatible AI Using only this approved pack, the consultant can explore the approved research and return focused questions, while the hotel retains the sharing boundary. Start with this source question: Which campaign messages are supported, and which need hotel confirmation? Cite the file and passage. Distinguish supplied facts, assumptions, missing evidence and contrary evidence. Do not infer human reading or investment intent from request records. Check the sources and the receiving AI app before using the pack for the real assignment. ## Frequently asked questions ### What would this change in my workflow? The consultant can explore the approved research and return focused questions, while the hotel retains the sharing boundary. The practical task is to the consultant can explore the approved research and return focused questions, while the hotel retains the sharing boundary. ### Which documents should I include? For the example on this page, start with Approved property brief.md, Dated market research.md, Campaign claim conditions.md. Use the approved versions relevant to the task and include source dates, definitions and any known gaps. Review the prepared text and disclosure scope before sharing. The fictional examples illustrate the structure; OpenDataRoom does not supply or verify your underlying research. ### Can the pack confirm availability or approve a guest request? It can supply the hotel information included in the approved documents. It cannot establish live room availability, reserve a service or authorise an exception. State source dates and conditions in the pack and identify the hotel contact for arrangements requiring confirmation. A guest or staff member needs a compatible AI app; this is not a hotel chatbot supplied by OpenDataRoom. ### How does the recipient connect, and who gets access? Choose your own AI or invite the intended email recipient. For a private invitation, the recipient verifies the authorised email and completes the required approval flow, then adds the connection in a compatible AI app’s settings. Forwarding an invitation alone does not authorise a different email. Permission covers the selected pack; create separate packs when audiences may see different documents. ### Can I keep the files and end someone’s access? Your wallet contains source drops, like folders. Each named pack shares selected files or passages from one drop. The source drop and its access packs have separate deadlines. You can keep the source until its displayed retention deadline while ending a recipient’s future access. Choose a sharing window, revoke it earlier when needed, and approve an extension deliberately. Expiry cannot recall material that an AI app or recipient has already retrieved. ### What happens when I update or remove a file? After you review and accept a drop update, fresh authorised requests receive the current versions of files already selected for their packs. This does not force an AI to fetch the files again or refresh its existing chat context. New files do not join those packs automatically. Review changed selected passages explicitly. Removing a file or its permission stops future retrieval, and access-change notices are queued for affected recipients. Provider acceptance is not proof of inbox delivery. This cannot erase content already retrieved. ### What if my files or AI app are not supported? Check the compatibility guide and try the public service-information sample first. An app must support the required MCP connection and authorisation; pasting a URL into ordinary chat does not install it. Use supported text-based files and inspect the preparation report. Originals are retained in encrypted storage, but the current AI tools return extracted text, not complete original files. Charts, images and layout are not faithfully delivered by those tools. Image-only scans and standalone images are refused; no OCR, audio transcription or spreadsheet recalculation is provided. Current pilot limits are listed on the pricing page. ### What information is recorded about use of the pack? The ledger records requests received by the service, authorised connection references, requested source information and preparation outcomes. Recipients can also deliberately submit a request, comment or note after approving the exact text. The owner sees that message, the verified connection identity and time in Recipient inbox for up to 90 days, unless deleted sooner. Received does not mean read or answered; no agent or automatic research is started. It does not record the entire AI conversation. Search text is supplied by the AI and may differ from the human question. An AI can reuse retrieved material without making another request. Literal search can miss relevant material; neither a search nor a file request proves that the AI reviewed the entire pack. Owners can investigate no-match searches before deciding whether to clarify wording, repair extraction or add information. A no-match result alone is not proof that a document is missing. ### Who can read my files in the hosted connection? Private-library file names and contents are encrypted in the browser with your wallet key. A hosted AI connection uses a separate access copy that you approve and that the service can decrypt for authorised retrieval. The receiving AI gets the content it retrieves and applies its own data policies. An optional desktop connector can decrypt locally, but it requires installation and is not a universal mobile connection. Review the security and compatibility pages before choosing a route. ## Before you share 1. Match the pack to the assignment 2. Screen out private booking and guest records 3. Retain source dates, conditions and uncertainty 4. Give each recipient a defined scope and window 5. Review activity without inferring the full conversation ## Fictional example documents These are invented teaching documents, not customer evidence. ### Approved property brief.md Fictional Harbour House, brief approved 8 October 2026: courtyard and street-facing rooms. The proposed campaign targets short leisure stays. Live prices, availability and step-free access are not established by this brief. ### Dated market research.md Synthetic desk-research note, 6 October 2026: weekend visitors feature in the proposed audience hypothesis. No real customer interviews, market-size estimate or booking-conversion evidence is supplied. ### Campaign claim conditions.md Use approved room descriptions only. Do not claim proven demand, guaranteed accessibility, lowest prices or measured campaign uplift. Ask the hotel team to confirm any current service detail before publishing. ## A source question Which campaign messages are supported, and which need hotel confirmation? Illustrative answer: The approved room descriptions support a factual property introduction. The weekend audience is a research hypothesis, not proven demand. Confirm current service details and accessibility with the hotel before publication; no price advantage or conversion uplift is established. ## Start with a concrete assignment For a marketing review, organise the approved property information, source-linked research and questions the consultant needs to investigate. Keep capture dates, conditions and unresolved claims beside the findings. Do not treat guest observations as established current hotel policies. ## Keep the right boundaries Separate public property research from private booking exports, guest details and internal commercial records. Mask personal information where required before sharing. OpenDataRoom does not automatically sanitise a pack or decide which hotel data may be disclosed. ## Give each person a distinct connection A consultant and a hotel department can have different access windows and records. The current service supports recipient-scoped authorisation, but production verification email delivery still needs qualification. Saved packs are available in the browser-encrypted private library; each hosted copy requires separate approval. Recipient delivery and the chosen AI app must be tested for the receiving environment. ## Make the pack useful to their AI Include a short index, original source references, dates, and a distinction between facts, observations, analysis and assumptions. Suggested questions might ask where a proposed campaign needs more evidence or which service details require hotel confirmation. The recipient supplies the AI; the service does not perform the research. ## Use the ledger for visibility See which authorised connection requested a file or excerpt, when it did so and the result prepared. This can help you follow the handover and identify questions to discuss. It does not expose the whole AI chat, certify a person read a response or establish the conclusions they reached. ## Sources and further reading ## Related workflows - https://opendataroom.com/guides/marketing-brief-ai - https://opendataroom.com/guides/control-data-access-ai - https://opendataroom.com/guides/time-limited-ai-access Admission is by invitation. Join the waiting list: https://opendataroom.com/signup Check compatibility and the separate public service-information sample: https://opendataroom.com/compatibility ## Try the fictional example https://opendataroom.com/example-demo.html?example=hotel-consultant-research