Operations & Order Management AutomationPurpose
1.2 Automate real-time seat allocation, track which tables are occupied, and reassign waitstaff based on workload, shift changes, and breaks for optimal operations.
1.3 Automating guest check-in, automate guest seating notifications, and automate rotation logs for data-driven staff scheduling.
Trigger Conditions
2.2 Table status change: vacant to occupied, reserved to seated, dirty to clean.
2.3 Shift change, staff break, or end of shift.
2.4 Table turnover within POS or reservation system.
Platform Variants
• Feature/Setting: Automate SMS alerts for newly assigned tables; configure SMS flow with table and server info per event trigger.
3.2 SendGrid
• Feature/Setting: Automate email confirmations for guest table assignments using SendGrid transactional templates.
3.3 Google Sheets API
• Feature/Setting: Automate update of rotation logs and live table occupancy by linking Google Sheets with real-time triggers for new seating.
3.4 Slack API
• Feature/Setting: Automate Slack channel notifications to notify hosts and waitstaff about rotation changes; Use Incoming Webhooks.
3.5 Microsoft Teams
• Feature/Setting: Automate table assignment team updates via Cards using Teams Connector API for real-time alerts.
3.6 Asana API
• Feature/Setting: Automate rotation tasks and assignments, update project boards per staff and table status trigger.
3.7 Trello API
• Feature/Setting: Automate card creation/movement for table turnover and server rotation in Trello boards.
3.8 Salesforce
• Feature/Setting: Automate guest preferences/profile updates in CRM based on table history using Apex triggers.
3.9 Monday.com
• Feature/Setting: Automate and visualize staff rotation boards with column automations for assignment changes.
3.10 Airtable
• Feature/Setting: Automate records update for table status, automate filters/views for shift managers using automations.
3.11 Zapier
• Feature/Setting: Automate multi-system triggers from POS to communication tools via Zaps for table rotation flows.
3.12 Make (Integromat)
• Feature/Setting: Automate data syncing between reservation, POS, and messaging systems to update assignments.
3.13 Toast POS
• Feature/Setting: Automate table status changes, automate server assignments via integration hooks or webhooks.
3.14 Square POS
• Feature/Setting: Automate tracking table occupancy; triggers for staff reallocation using Square API endpoints.
3.15 OpenTable
• Feature/Setting: Automate guest waitlist and reservation assignment to available tables using OpenTable Connect API.
3.16 Zoho Creator
• Feature/Setting: Automate custom apps/forms to track rotation, automate push notifications to staff devices.
3.17 Notion API
• Feature/Setting: Automate workspace page updates for real-time overview of table assignments and staff tasks.
3.18 Discord
• Feature/Setting: Automate Discord bot messages announcing new table assignments to a staff-only channel.
3.19 Outlook Calendar API
• Feature/Setting: Automate calendar events for staff assigned sections and shift rotation updates.
3.20 HubSpot CRM
• Feature/Setting: Automate logging of guest interactions at table level using workflows triggered by POS events.
Benefits
4.2 Automated workflows accelerate seat turnover, maximizing daily revenue and guest satisfaction.
4.3 Automating communication reduces response times between host, waitstaff, and kitchen.
4.4 Automator solutions provide audit trails and data for performance optimization.
4.5 Automatable tracking enables improved forecasting, scheduling, and guest experience management.