Recipe library

Thirty tasks an agent can take on, by business.

Each recipe is one repetitive task done end to end: the steps, the tools it connects to, and where you decide. How much time it gives back depends on your business, so we do not put a number on it here.

Show recipes for

Café

Takeaway orders on WhatsApp

Orders arrive as messages while the counter is full, and some get lost.

  1. Reads each order message and asks for anything missing (item, size, pickup time)
  2. Checks the items are on today's menu and the counter can have them ready by then, then confirms the order and the pickup time
  3. Adds it to the day's order sheet the counter works from
  4. Hands any unusual request (a large catering order, an allergy question) to you You decide

Connects to: WhatsApp Business, Google Sheets

Café

Replies to Google reviews

Reviews pile up unanswered, and a bad one can sit there for days.

  1. Reads each new Google review as it arrives
  2. Drafts a reply in the café's own tone, thanking the customer and mentioning what they liked
  3. You approve the replies to positive reviews, all at once if you like You decide
  4. Publishes each reply once you have approved it
  5. Flags every low-rated or complaint review and holds the reply until you have read it You decide

Connects to: Google Business Profile · Done by the Reviews Agent

Café

Supplier restock orders

Running out of milk or beans mid-morning because nobody counted.

  1. Reads the stock sheet the team fills in at closing
  2. Compares each item with its minimum level and lists what is low
  3. Drafts the order to each supplier
  4. You check the quantities and approve before the order goes out You decide

Connects to: Google Sheets, Gmail, WhatsApp Business

Café

Monthly email to regulars

The mailing list exists but the email never gets written.

  1. Gathers the month's new items, events and opening hours changes
  2. Drafts the email in Mailchimp in your style
  3. You read, edit and approve the draft before it is sent to the list You decide
  4. Sends it at the time you chose

Connects to: Mailchimp, Google Sheets

Restaurant

Table booking requests

Booking requests come in by message during service and wait for an answer.

  1. Reads each request and asks for date, time and number of people if missing
  2. Checks the real availability in the booking calendar
  3. Confirms the table or offers the nearest free times
  4. Passes large groups and special requests to you to decide You decide

Connects to: WhatsApp Business, Google Calendar · Done by the Bookings Agent

Restaurant

Booking reminders against no-shows

Tables left empty because the guests forgot or cancelled silently.

  1. Looks at the next day's bookings the evening before
  2. Sends each guest a reminder asking them to confirm or cancel
  3. Frees the table in the calendar when a guest cancels
  4. Gives you the list of unanswered bookings to call before service You decide

Connects to: WhatsApp Business, Google Calendar

Restaurant

Supplier price lists into your cost sheet

Every supplier sends prices in a different spreadsheet, and the cost sheet is out of date.

  1. Reads the price list each supplier sends
  2. Matches each line to your ingredient names and units
  3. Writes the new prices into your cost sheet and highlights the ones that changed
  4. You review the changes and decide on menu prices You decide

Connects to: Microsoft Excel (OneDrive), Google Sheets · Done by the Catalogue Agent

Restaurant

Replies to diners' reviews

Diners leave reviews after dinner and most never get an answer.

  1. Reads each new review on Google
  2. Drafts a warm reply in the restaurant's tone, specific to the dishes mentioned
  3. You approve the replies to positive reviews, all at once if you like You decide
  4. Publishes each reply once you have approved it
  5. Holds complaints, food safety or allergy mentions for you to answer yourself You decide

Connects to: Google Business Profile · Done by the Reviews Agent

Restaurant

Group and event enquiries

Enquiries for birthdays and company dinners need a quote and take long to answer.

  1. Reads the enquiry email and picks out date, group size and requests
  2. Checks the date in the events sheet
  3. Drafts a reply with the set menus and conditions you have defined
  4. You adjust the quote and approve it before it is sent You decide

Connects to: Gmail, Google Sheets

Restaurant

End-of-day sales summary

Closing figures are copied by hand after a long service.

  1. Collects the day's export from the POS after closing
  2. Puts the totals by section (food, drinks, delivery) into the daily sheet
  3. Emails you a short summary of the day
  4. You check it against the cash count and sign it off You decide

Connects to: POS / till system, Google Sheets, Gmail

Clinic

Appointment reminders and rescheduling

Patients forget appointments or ask to move them by phone, and the gaps stay empty.

  1. Sends each patient a reminder the day before with a way to confirm
  2. When a patient asks to move the appointment, checks the free slots in the agenda
  3. Offers those times and updates the agenda once the patient chooses
  4. Passes to reception anything that is not a simple change, such as urgent or clinical questions You decide

Connects to: Clinic software, WhatsApp Business, Google Calendar · Done by the Bookings Agent

Clinic

Intake forms turned into a summary

New patients fill in long forms and the professional has to read them before the visit.

  1. Sends the intake form to the patient when the first appointment is booked
  2. Organises the answers into a one-page summary, copying what the patient wrote without interpreting it
  3. Files the summary in the patient's record folder
  4. The professional reads it, corrects it and validates it before using it in the visit You decide

Connects to: Google Forms, Gmail

Clinic

Replies to patient reviews

Reviews go unanswered, and replying carelessly can reveal private details.

  1. Reads each new Google review
  2. Drafts a short, polite reply that never confirms the person is a patient or mentions treatment
  3. You approve the replies to positive reviews, all at once if you like You decide
  4. Publishes each reply once you have approved it
  5. Holds every complaint for you to read and answer You decide

Connects to: Google Business Profile · Done by the Reviews Agent

Clinic

Filling cancelled slots from the waiting list

A cancelled appointment leaves a gap that nobody has time to fill.

  1. Notices when a slot is freed in the agenda and tells reception
  2. Reception confirms the slot can be offered and to whom (the right professional, the right kind of visit, any urgency) You decide
  3. Messages those patients on the waiting list, who asked to hear of an earlier time
  4. Gives the slot to the first who accepts and updates the agenda

Connects to: Clinic software, WhatsApp Business · Done by the Bookings Agent

Clinic

Invoices emailed after the visit

Invoices are made and sent by hand at the end of the day.

  1. Collects the day's completed visits and their agreed fees from the agenda
  2. Prepares a draft invoice for each one in the invoicing tool
  3. You check amounts and details and approve the invoices You decide
  4. Emails each approved invoice to the patient

Connects to: Holded, Gmail

Clinic

Recall for routine check-ups

Patients due for a routine review are never contacted.

  1. Lists patients whose routine check-up is due, from the clinic software
  2. Drafts a short, neutral message inviting them to book
  3. The professional or reception reviews the list and message before anything is sent You decide
  4. Sends the approved message with the booking link

Connects to: Clinic software, Mailchimp

Shop

Low-stock alerts

Best sellers sell out before anyone notices.

  1. Checks the stock levels in the shop every morning
  2. Lists products under the minimum you set for each
  3. Posts the list in your team channel with the supplier for each product
  4. You decide what to reorder and how much You decide

Connects to: Shopify, Slack

Shop

Where is my order? questions

The same question about delivery arrives every day.

  1. Reads the customer's email and finds the order by number or email address
  2. Replies with the real status and tracking link from the shop
  3. Asks for the order number when it cannot find the order
  4. Passes lost, damaged or refund cases to you You decide

Connects to: Shopify, Gmail

Shop

Supplier catalogue into shop products

New supplier catalogues arrive as spreadsheets that must be reformatted by hand.

  1. Reads the supplier's spreadsheet or price list
  2. Converts it to the shop's import format with names, SKUs and prices
  3. Marks items that are new, changed or missing images
  4. You check the file and approve the import You decide

Connects to: Microsoft Excel (OneDrive), Shopify · Done by the Catalogue Agent

Shop

Replies to shop reviews

Reviews of the shop go unanswered and put off new customers.

  1. Reads each new Google review of the shop
  2. Drafts a reply in the shop's tone, thanking and mentioning the product or service
  3. You approve the replies to positive reviews, all at once if you like You decide
  4. Publishes each reply once you have approved it
  5. Holds complaints about orders or returns for you to handle You decide

Connects to: Google Business Profile · Done by the Reviews Agent

Shop

Weekly market and competitor report

Keeping an eye on competitors and brands is done only when there is time.

  1. Checks each week the brands, competitor shops and accounts you follow
  2. Notes new products, price changes and what is getting attention
  3. Writes a one-page report and emails it to you
  4. You decide what is worth acting on You decide

Connects to: Google Sheets, Gmail · Done by the Trends Agent

Shop

Finding and contacting wholesale buyers

Looking for new shops to stock your products never gets time.

  1. Finds shops and businesses that fit the profile you describe
  2. Keeps only those you are allowed to contact, and drafts a short first message for each
  3. You review the list and the messages, and approve who gets contacted You decide
  4. Sends the approved messages and follows up once if nobody replies, logging everything in the CRM

Connects to: HubSpot, Gmail · Done by the Sales Agent

Hotel

Pre-arrival messages

Guests ask the same things before arriving: directions, check-in time, parking.

  1. Sends each guest a welcome message a few days before arrival
  2. Includes directions, check-in time and how to get the keys
  3. Asks for expected arrival time and any special request
  4. Reception handles early check-in, extra beds and other requests that need a decision You decide

Connects to: Gmail, WhatsApp Business

Hotel

Room enquiries and direct bookings

Enquiries by email need a quick answer on availability or the guest books elsewhere.

  1. Reads the enquiry and picks out dates, guests and room type
  2. Checks the real availability in the room sheet
  3. Replies with the options and prices you have set, and holds the room as pending
  4. You confirm the booking and any payment yourself You decide

Connects to: Gmail, Google Sheets · Done by the Bookings Agent

Hotel

Replies to guest reviews

Guest reviews decide bookings, and most go without a reply.

  1. Reads each new guest review on Google
  2. Drafts a reply in the hotel's tone, in the guest's language
  3. You approve the replies to positive reviews, all at once if you like You decide
  4. Publishes each reply once you have approved it
  5. Holds complaints and anything involving safety or refunds for you to answer You decide

Connects to: Google Business Profile · Done by the Reviews Agent

Hotel

Stay invoices at check-out

Guests and companies ask for invoices after they leave, and each one is typed by hand.

  1. Reads the invoice request and the booking details
  2. Prepares a draft invoice with the details the guest gave
  3. Reception checks amounts and tax details and approves the draft You decide
  4. Emails the approved invoice to the guest

Connects to: Gmail, Holded

Hotel

Finding corporate and group clients

Companies that could send guests all year are never approached.

  1. Finds companies and organisers nearby that fit the profile you describe
  2. Keeps only those you are allowed to contact, and drafts a short first message with your corporate rates
  3. You approve the list and the message before anything is sent You decide
  4. Sends the approved messages, follows up once, and logs replies in the CRM

Connects to: HubSpot, Gmail · Done by the Sales Agent

Hotel

Daily housekeeping list

Housekeeping starts the day without a clear list of departures and arrivals.

  1. Reads the day's arrivals and departures from the booking sheet early in the morning
  2. Builds a room-by-room list with the order of priority
  3. Posts it in the housekeeping channel
  4. The head of housekeeping adjusts the list for special cases before the team starts You decide

Connects to: Google Sheets, Slack