Management of scheduled/advance orders

Purpose

1.1. Automate the entire lifecycle for management of scheduled or advance orders in a sandwich shop environment.
1.2. Ensure automating intake, confirmation, reminders, and order handoff.
1.3. Automate tracking, customer notifications, ingredient preparation, and timely fulfillment.
1.4. Avoid order errors by automatedly synchronizing order systems and staff workflow.
1.5. Allow automated multi-channel updates for customers (SMS, email, app, calendar).
1.6. Automate reporting and feedback loops for order improvements.

Trigger Conditions

2.1. Online advance order placed via web/app.
2.2. Scheduled order submitted through phone, kiosk, or partner platform.
2.3. Paid reservation for custom sandwich orders.
2.4. Time-based reminder for scheduled prep (e.g., 24, 2, 0.5 hours before).
2.5. Inventory check triggers automated reorder process.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Messaging API; automate sending order confirmations and pickup reminders using custom triggers.
3.2. SendGrid
• Feature/Setting: Transactional Email API; automate sending confirmation and reminder emails.
3.3. Google Calendar API
• Feature/Setting: Event creation API; auto-add pickup events to internal or customer calendars.
3.4. Shopify
• Feature/Setting: Orders API; automate pulling new scheduled orders for kitchen queue.
3.5. Square
• Feature/Setting: Orders webhook; automate ingesting advance orders and kick off prep automations.
3.6. Zapier
• Feature/Setting: Scheduled triggers; automate cross-app workflow execution for order timelines.
3.7. Slack
• Feature/Setting: Incoming Webhook; automate staff alerts for new or changed orders.
3.8. Airtable
• Feature/Setting: Automation scripts; automate tracking orders and fulfillment steps via updates.
3.9. Toast POS
• Feature/Setting: API Webhooks; automate order ingest and update processes for scheduled orders.
3.10. Microsoft Teams
• Feature/Setting: Automated messages via webhook; automate internal comms for scheduled prep.
3.11. Gmail
• Feature/Setting: Auto-email filters; automate scheduled messages based on order date.
3.12. Trello
• Feature/Setting: Card creation API; automate new order cards for kitchen operations.
3.13. Microsoft Outlook
• Feature/Setting: Event automation via Graph API; auto-sync reminders with staff/manager calendars.
3.14. HubSpot
• Feature/Setting: Workflow automation; automate customer follow-up and satisfaction surveys.
3.15. Salesforce
• Feature/Setting: Process Builder flows; automate integration of scheduled orders in CRM timeline.
3.16. Google Sheets
• Feature/Setting: Apps Script triggers; automate real-time order tracking spreadsheets.
3.17. Clarity Voice
• Feature/Setting: Automated call-outs; auto-confirm order readiness to phone customers.
3.18. WhatsApp Business API
• Feature/Setting: Automated message templates; auto-send order updates and ready alerts.
3.19. Monday.com
• Feature/Setting: Automations; auto-assign scheduled order tasks to staff.
3.20. QuickBooks
• Feature/Setting: Invoice scheduling; automate deposit requests for future orders.

Benefits

4.1. Drives automation of repetitive communication, reducing manual labor.
4.2. Enables automated real-time, multi-channel customer updates.
4.3. Automates error reduction in order timing and handoff.
4.4. Accelerates prep by automating queue management.
4.5. Automates analytics and reporting for continual process improvements.
4.6. Scales with order volume due to automation.
4.7. Automates staff coordination, avoiding manual scheduling conflicts.
4.8. Improves customer experience through timely, automatedly personalized notifications.
4.9. Automates compliance with food safety handling times for advance orders.
4.10. Enables fully automatable expansion to new locations or brands.