Compliance and Safety AutomationPurpose
1.2. Automatically collect guest contact data (name, phone, email) during reservation, walk-in registration, or table assignment.
1.3. Auto-validate entries, eliminate manual errors, and secure records as per GDPR or local laws.
1.4. Enable efficient automated trace-back notifications for exposure alerts and post-visit compliance audits.
1.5. Automate deletion/anonymization after required retention period.
Trigger Conditions
2.2. Walk-in guest check-in.
2.3. Table allocation or seating update.
2.4. Staff submits or updates guest information.
2.5. Scheduled event triggers retention review or data deletion automation.
Platform Variants
3.1. Twilio
3.1.1. Feature/Setting: Programmable SMS — Automate guest info collection by SMS; use "Messages API" with template for required data fields.
3.2. SendGrid
3.2.1. Feature/Setting: Transactional Email API — Automates email invitations/forms for record submission; configure "Mail Send" endpoint.
3.3. Google Sheets
3.3.1. Feature/Setting: Sheets API — Automate storing and flagging new entries; use "spreadsheets.values.append" for submissions.
3.4. Microsoft Power Automate
3.4.1. Feature/Setting: "Automated Cloud Flow" to monitor email or form submissions, parse, and insert into secure database.
3.5. Airtable
3.5.1. Feature/Setting: Base API — Automates structured data capture via "Create Record" endpoint.
3.6. Zapier
3.6.1. Feature/Setting: Zap trigger — Automate actions between form submissions (e.g., Typeform) and contact record systems.
3.7. Mailchimp
3.7.1. Feature/Setting: Lists API — Automatedly collect, store, and categorize contacts from restaurant forms.
3.8. JotForm
3.8.1. Feature/Setting: Webhooks — Automate instant push of submission to dedicated compliance systems.
3.9. Formstack
3.9.1. Feature/Setting: Integrations — Automate pushing guest data to storage or alert systems using API.
3.10. DocuSign
3.10.1. Feature/Setting: Agreements API — Automate digital consent for contact tracing, archive in compliance folder.
3.11. Salesforce
3.11.1. Feature/Setting: REST API — Automates ingesting, searching, and reporting contact data.
3.12. HubSpot
3.12.1. Feature/Setting: Forms API — Automated guest info intake, sync with CRM for tracing needs.
3.13. BambooHR
3.13.1. Feature/Setting: Custom Fields — Automate secure collecting and segmenting of contact tracing data.
3.14. Okta
3.14.1. Feature/Setting: Identity Management API — Automate secure storage and controlled access to tracing records.
3.15. AWS Lambda
3.15.1. Feature/Setting: Automated Functions — Automate processing, transforming, and purging records as scheduled tasks.
3.16. Google Forms
3.16.1. Feature/Setting: Script Automation — Automatedly collect, timestamp, and store responses.
3.17. Monday.com
3.17.1. Feature/Setting: Board Automations — Automate tracking data entry, status, and retention review.
3.18. Notion
3.18.1. Feature/Setting: API — Automate record creation, move to archive when retention ends.
3.19. Smartsheet
3.19.1. Feature/Setting: Automated Workflows — Automate alerts for missing or expiring records.
3.20. Slack
3.20.1. Feature/Setting: Incoming Webhooks — Automate instant alerts to compliance channels when records are submitted or flagged.
Benefits
4.2. Reduces manual admin via streamlined guest info capture and notification.
4.3. Ensures audit trail for risk review, with automated archiving and deletion.
4.4. Minimizes data leaks with access-controlled, automated storage.
4.5. Accelerates trace-back and reporting in exposure incidents, automating stakeholder alerts and regulatory tasks.