Pre-arrival preference capture and table setup trigger

Purpose

1.1. Automate pre-arrival restaurant guest data capture to improve personalization of table setup specific to Karnataka cuisine preferences and guest needs.
1.2. Automatedly collect and store preferences (e.g., seating, dietary, occasion) from incoming reservations or direct guest inputs before arrival.
1.3. Trigger automated table preparation tasks based on collected preferences, ensuring a tailored, guest-focused experience and higher satisfaction.
1.4. Automate notification and update workflows for managers, kitchen, and front-of-house teams with real-time, actionable data.
1.5. Support seamless automated integration with POS, CRM, and customer feedback loops to create a databank for continuous service improvement.

Trigger Conditions

2.1. New reservation received via email, website, mobile app, SMS, or phone call transcribed to text.
2.2. Guest submits pre-arrival questionnaire or completes digital form.
2.3. CRM updates guest profile or loyalty app triggers pre-arrival process.
2.4. Reservation confirmed or modified - initiates automated preference capture sequence.
2.5. Scheduled guest reminder automated message sent and response received.

Platform Variants

3.1. Twilio SMS
• Feature: SMS automation for sending/receiving guest preference forms (API: Messages).
• Sample config: Automate sending SMS with link, auto-collect responses to feed workflow.

3.2. SendGrid
• Feature: Automated email preference request (API: Mail Send).
• Sample config: Automated emails using reservation data; responses parsed for workflow.

3.3. Salesforce
• Feature: Automate updating guest profile fields (API: REST API Objects).
• Sample config: Automated field mapping from forms; triggers table setup workflow.

3.4. Google Sheets
• Feature: Automate data logging/storage of guest preferences (API: Sheets append row).
• Sample config: New form submission automates row entry.

3.5. Typeform
• Feature: Automate digital form collection (API: Responses endpoint).
• Sample config: Guest fills form; responses used for decision automator.

3.6. Zapier
• Feature: Automate multi-platform workflow triggers (Webhook Actions).
• Sample config: Triggers on any new form entry to cascade automation.

3.7. Slack
• Feature: Automated staff notifications (API: chat.postMessage).
• Sample config: Send automated alerts to front-of-house on guest requirements.

3.8. HubSpot
• Feature: Automate CRM property update & trigger workflow (API: Contacts).
• Sample config: New preferences update guest record, automates follow-up action.

3.9. Trello
• Feature: Automated setup task card creation (API: Cards POST).
• Sample config: Each pre-arrival response automates a new prep card.

3.10. Airtable
• Feature: Automate guest information base (API: Create Record).
• Sample config: Each automated entry creates record for analytics.

3.11. WhatsApp Business API
• Feature: Send/receive guest queries & preferences automatedly.
• Sample config: Automated message flow for capturing choices.

3.12. Mailchimp
• Feature: Automated email batch preference campaign (API: Campaigns).
• Sample config: Triggered before each booking date.

3.13. Notion
• Feature: Automate knowledge base updates (API: Database Update).
• Sample config: Preference logs automated for reference.

3.14. Pipedrive
• Feature: Automate deal/note update on booking (API: Deals/Notes).
• Sample config: New reservation automates data enrichment.

3.15. Microsoft Teams
• Feature: Automated staff messages/channels (API: ChatMessage).
• Sample config: Pre-arrival data automates push to team chat.

3.16. Freshdesk
• Feature: Automated support ticket or note creation (API: Tickets).
• Sample config: Each guest entry automates staff task.

3.17. Google Calendar
• Feature: Automated event notes from form data (API: Events Update).
• Sample config: Preferences stored as event notes.

3.18. Asana
• Feature: Automates task assignment for prep (API: Tasks POST).
• Sample config: Each guest automates task creation.

3.19. Monday.com
• Feature: Automate item creation/tracking (API: Items).
• Sample config: Form submissions automate workflow items.

3.20. Intercom
• Feature: Automate guest chat follow-up or pre-arrival segment (API: Messages).
• Sample config: Automated chat triggers on booking confirmation.

3.21. Google Forms
• Feature: Automate digital preference capture (API: Responses).
• Sample config: Trigger workflow on each new response.

Benefits

4.1. Automates capturing granular guest preferences, reducing manual follow-up.
4.2. Ensures seamless, consistent guest experience automating every step.
4.3. Saves staff time via automator-driven notifications and task triggers.
4.4. Improves accuracy and reduces errors through end-to-end automation.
4.5. Enhances personalization powered by automatedly collected data.
4.6. Supports guest loyalty by automating follow-ups with actionable info.
4.7. Enables data analytics for continuous improvement through automating records.