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Allergy and dietary preference tracking notifications

Purpose

1.1. Automate capturing, storing, and tracking of customer allergy and dietary preferences during reservations and order placements.
1.2. Automatedly notify kitchen and front-of-house staff in real-time to prevent errors.
1.3. Automate sending reminders or custom alerts to returning guests with flagged allergies/preferences.
1.4. Automate customer communication for clarifications or confirmations regarding allergy-sensitive orders.

Trigger Conditions

2.1. Reservation made via website form or booking app.
2.2. Order placed through online menu or POS terminal.
2.3. Customer profile updated with new dietary information.
2.4. Scheduled time before customer arrival/service time.
2.5. Manual staff input when flagging a repeat or VIP customer.

Platform Variants


3.1. Twilio SMS
• Feature/Setting: SMS API; automate dispatch of allergy alert messages to staff phone numbers upon booking/order.
• Sample: Configure Twilio Programmable Messaging with dynamic variables for menu items/allergies.

3.2. SendGrid
• Feature/Setting: Transactional Email API; automate customer allergy confirmation emails and reminders.
• Sample: Set up dynamic templates using event triggers from reservation systems.

3.3. Slack
• Feature/Setting: Incoming Webhooks; automate posting dietary alert notifications to staff channels.
• Sample: Map webhook triggers to allergy database updates.

3.4. Zapier
• Feature/Setting: Webhooks & Multi-step Zaps; automate linking CRM, email, SMS, and POS alerts for allergy flags.
• Sample: Set up Zap templates matching allergy keywords to actions.

3.5. Microsoft Teams
• Feature/Setting: Incoming Webhooks; automate message alerts in operations channels when allergies are flagged.
• Sample: Configure JSON payload from reservation system to Teams endpoint.

3.6. Google Sheets
• Feature/Setting: Google Apps Script; automate real-time update and sharing of guest allergy tracker spreadsheets.
• Sample: Setup triggers on form submissions updating allergy records.

3.7. Airtable
• Feature/Setting: Automations; automate tracking, tagging, and notification workflows for new allergy entries.
• Sample: Use Airtable scripts for SMS/email via third-party connectors.

3.8. HubSpot CRM
• Feature/Setting: Workflows/Contact Properties; automate tagging customer records with dietary restrictions and setting triggers.
• Sample: Configure custom properties for data sync with booking platform.

3.9. Mailchimp
• Feature/Setting: Automation Journeys; automate targeted allergy info campaigns to relevant customers.
• Sample: Segment audiences by dietary tags for special menu mailouts.

3.10. Salesforce
• Feature/Setting: Process Builder/Flows; automate updating contact allergy fields and triggering follow-up reminders.
• Sample: Connect incoming API updates from POS.

3.11. Monday.com
• Feature/Setting: Automations; automate notification tasks to teams with allergy-specific items.
• Sample: Board columns auto-update with dietary type fields.

3.12. Asana
• Feature/Setting: Rules; automate assigning allergy-sensitive tasks to responsible employees.
• Sample: Task creation auto-triggers when flagged via intake form.

3.13. Trello
• Feature/Setting: Butler Automation; automate card creation/movement for allergy-specific workflows.
• Sample: Cards labeled by allergy auto-move to high-alert list.

3.14. Notion
• Feature/Setting: Database Automations; automate in-app reminders for allergy-related tasks or guest notes.
• Sample: Integration with reservation database to push allergy tags.

3.15. Intercom
• Feature/Setting: Messaging Automation; automatedly sends dietary-confirm alerts or escalations to managers.
• Sample: Trigger chatbot reminders based on reservation notes.

3.16. Zendesk
• Feature/Setting: Triggers & Automations; automate internal support tickets for allergy reviews.
• Sample: Ticket fields auto-populate from flagged orders.

3.17. WhatsApp Business API
• Feature/Setting: Automated Message Templates; automate sending confirmation or clarification messages to guests.
• Sample: Pre-approved templates fire on allergy-flag booking events.

3.18. Facebook Messenger API
• Feature/Setting: Automated Messaging; automate dietary follow-ups with guests after reservation.
• Sample: Triggers match customer profiles with flagged allergens.

3.19. Google Calendar
• Feature/Setting: Event Automation via API; automate blocking kitchen time for allergy-specific preparation.
• Sample: Reservation forms auto-populate calendar events with notes.

3.20. Shopify POS
• Feature/Setting: Automated Customer Tags; automate in-store order popups if allergy profile matches dangerous ingredients.
• Sample: Connect online profiles with in-store purchase flow.

Benefits

4.1. Automates routine notifications for allergy and dietary risks, minimizing human error.
4.2. Automatedly alerts all stakeholders to new or updated allergy information, improving guest safety.
4.3. Streamlines and automates compliance with health regulations, record-keeping, and traceability.
4.4. Enhances guest satisfaction with prompt and reliable dietary care automation.
4.5. Automates differentiated guest service, supporting loyalty and reputation growth.

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