Self Discovery: Restaurants Automation and Efficiency Checklist

See how your restaurant stacks up. Find Where Your Restaurant Is Losing Time and money.....and....What Can Be Automated. What Could Be Running Automatically in Your Restaurant?

Takes ~5–8 minutes, no technical knowledge required. This is a simple, non-technical self-check to help you spot manual work and inefficiencies in your day-to-day restaurant operations.

1. Online Ordering & Delivery

Identify repetitive tasks between POS + delivery platforms

A

Updating menus across DoorDash/UberEats/Grubhub

B

Managing 86'd items manually

C

Entering delivery orders twice

D

Handling customer delay notifications manually

E

Updating delivery ETAs when the kitchen is backed up

F

Issuing refunds or adjustments across multiple platforms

G

Monitoring missing or incorrect order tickets

If you check 2 or more ----> High automation opportunity

2. POS & Daily Ops

Look for daily admin or paperwork that can be automated

A

Exporting end-of-day sales manually

B

Typing data into spreadsheets for reporting

C

Reconciliation between POS and accounting

D

Emailing daily/weekly performance reports

E

Tracking voids, discounts, comps manually

If you check 2 or more ----> Strong candidate for automated reporting

3. Inventory & Purchasing

Great for eliminating waste and preventing stock-outs

A

Counting inventory manually with spreadsheets

B

Manually messaging suppliers to reorder items

C

Tracking low-stock items by hand

D

Updating item availability across systems

E

Handling supplier invoices manually

F

Missing prep list forecasting

If you check 2 or more ----> Immediate gains through inventory workflows

4. Staff Scheduling & HR

Automation helps reduce errors and payroll time

A

Updating payroll when schedules change

B

Notifying staff of shift changes manually

C

Collecting onboarding documents manually

D

Creating POS logins manually

E

Calculating tip pooling manually

F

Sending reminders for certifications or training

If you check 2 or more ----> High time-saving potential

5. Customer Experience & Marketing

Automations that drive revenue without extra effort

A

Replying to Google Reviews manually

B

Sending post-visit feedback messages manually

C

Running loyalty or birthday campaigns manually

D

Finding and re-engaging lapsed customers

E

Posting on social media inconsistently

If you check 2 or more ----> Easy marketing automation wins

6. Compliance & Maintenance

Good for avoiding issues and keeping operations smooth

A

Tracking cleaning schedules by paper or memory

B

Tracking equipement service/maintenance by hand manually

C

Recording food safety tasks manually

If you check 2 or more ----> Perfect for automation consistency

7. Multi-location Management

For groups, automation multiplies efficiency

A

Updating menus across locations manually

B

Consolidating sales data from multiple stores

C

Managing staff across multiple locations manually

D

Tracking vendor pricing inconsistently

E

Sending store-level performance reports manually

If you check 2 or more ----> Strong case for centralized workflows

This Is Just a Starting Point!!

This checklist highlights common areas where restaurants lose time due to manual processes. Every operation is different, and a deeper review often reveals additional opportunities specific to your setup.

If you choose to continue, the next step is a short, no-obligation conversation where we review your answers and share a few practical automation ideas.

There is no data access, no system integration, and no commitment required at this stage.

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