Send a quote before the lead's coffee gets cold.
Good inquiries wait while someone rebuilds the same quote.
Est. deploy 3–5 weeksSee the walkthrough
Sales & Quoting · Restaurants
Prepare catering quotes while the inquiry is fresh.
Event requests wait while menus and capacity are checked.
For: Catering managers and the team responsible for sales & quoting in restaurants.
01 · The outcome
What good looks like.
The team has a manager-approved catering quote, with source evidence and an explicit approval before any external action. Track time to an approved catering response against a baseline; do not assume automation improves it.
A connected workflow that uses event requirements, approved menu prices, allergen policy, and capacity calendar to build a line-item draft and flag dietary or staffing questions for the manager. It produces a manager-approved catering quote.
Where AI helps, and where a person decides.
AI can build a line-item draft and flag dietary or staffing questions for the manager. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The catering manager verifies the source facts and approves the final action.
Catering manager is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Catering manager: Capture the source and scope
- Catering manager: Review the proposed outcome
- Catering manager: Release only the approved version
- Catering manager: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A catering inquiry provides a date and headcount. Connect only event requirements, approved menu prices, allergen policy, and capacity calendar. The catering manager confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to build a line-item draft and flag dietary or staffing questions for the manager. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a manager-approved catering quote against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Catering manager has recorded approval or a reason to hold the item.
After explicit approval, save a manager-approved catering quote in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review time to an approved catering response each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=restaurant-catering-quote
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- RESTAURANT-CATERING-QUOT-DEMO-001
- Trigger
- A catering inquiry provides a date and headcount.
- Owner
- Catering manager
- Prepared output
- a manager-approved catering quote
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Time to an approved catering response
Start with your tools.
Connect POS, Google Business Profile, Google Workspace through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
Try this week / no DAVID required
A useful first step.
This week, have your catering manager time five examples of this work. Use redacted copies of event requirements, approved menu prices, allergen policy, and capacity calendar to make a manager-approved catering quote manually, then list which fields required judgment.
What to measure.
- Time to an approved catering response
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
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