Purpose
1.2 Enable automated collection, classification, storage, and retrieval of guest-specific needs, allergies, dish favorites, occasion preferences, and seating likes for future visits.
Trigger Conditions
2.2 Guest feedback form submission, automated data capture from post-dining surveys.
2.3 Identification of returning guests via loyalty or POS system triggers the automator flow.
2.4 CRM profile update or new guest creation event.
2.5 Automated detection of keywords (gluten-free, vegan, spicy, etc.) in emails/messages.
Platform Variants (with automatable function or API details)
• Feature/Setting: Configure "Custom Object—Guest Preferences," automate entry via REST API POST in guest records.
3.2 HubSpot
• Feature/Setting: Use "Contact Properties API" to automate guest preference fields update on contact/lead profile.
3.3 Zoho CRM
• Feature/Setting: Automate record creation/update in "Custom Module—Dining Preferences" using Zoho API.
3.4 Twilio SMS
• Feature/Setting: Automate SMS parsing via Webhooks; store keywords (e.g. Jain, less spicy) using Programmable SMS webhook.
3.5 Zapier
• Feature/Setting: Create automated multi-app workflows using Paths to update a preference field from form submissions.
3.6 Pipedrive
• Feature/Setting: Automate guest label update on "Person" entity via Pipedrive Automations API.
3.7 Google Sheets
• Feature/Setting: Automate row appending or update with guest data from forms or third-party integrations using Sheets API.
3.8 Microsoft Power Automate
• Feature/Setting: Trigger automation on email or form responses to extract and push data into SharePoint Guest Profile List.
3.9 Airtable
• Feature/Setting: Automate record creation/update for guest preferences table using Airtable API.
3.10 Mailchimp
• Feature/Setting: Automate tagging of contacts with preferences via "Tag Contacts" API when preference data is collected.
3.11 Intercom
• Feature/Setting: Automate user attribute update with custom fields reflecting dietary/allergy info using Intercom API.
3.12 Slack
• Feature/Setting: Automate notification to #kitchen-team with details of special preferences using Incoming Webhooks.
3.13 Trello
• Feature/Setting: Automate card creation in "Special Guests" board for guests needing unique attention via Trello API.
3.14 SendGrid
• Feature/Setting: Automate segmentation and targeting for preference-based emails using Marketing Campaigns API.
3.15 Google Forms
• Feature/Setting: Automate data capture and integration into CRM via Google Forms API using form submit trigger.
3.16 Asana
• Feature/Setting: Automate task generation to remind staff of guest requests using Asana Tasks API.
3.17 Shopify (Restaurant e-Store)
• Feature/Setting: Automate customer metafields update via Shopify Admin API for regular online ordering guests.
3.18 Typeform
• Feature/Setting: Automate webhook to trigger on guest survey completion, updating backend automatable preference system.
3.19 WhatsApp Business API
• Feature/Setting: Automate chatbots to query, store, and recall guest preferences using session data.
3.20 Monday.com
• Feature/Setting: Automate item creation in a “Guest Experience” board for tracking with custom fields using Monday API.
3.21 Oracle Hospitality (OPERA Cloud)
• Feature/Setting: Automate guest profile updates via OPERA API interface for reservation-linked preferences.
3.22 Notion
• Feature/Setting: Automate synced guest preference database entries using Notion API when guest interactions happen.
Benefits
4.2 Automating the data linking between feedback, loyalty, CRM, and reservations automates retrieval and recall, elevating hospitality intelligence.
4.3 Automators minimize manual task burden for staff, freeing resources for higher-value guest engagement.
4.4 Automated preference-driven notifications empower real-time kitchen and floor coordination, reducing oversight risks.
4.5 Automation enables superior trend detection, recurring guest delight, and responsiveness, increasing repeat business via streamlined satisfaction insights.