Recipes
Workflow templates
for catering teams
Pre-built automation recipes for every part of your catering program — outreach, advertising, and menu operations. Set up in minutes, runs automatically.
Morning Prospect Brief
Mon, Apr 7 · 12 companies
Morning Prospect Brief
Most popularEvery Monday, surface the companies that visited your catering page last week — delivered straight to your coordinator.
Ad Audience Auto-Sync
AutomatedNew identified visitors are added to your LinkedIn, Google, and Meta audiences automatically — no manual CSV uploads.
Menu Follow-up Sequence
NewWhen a buyer submits a catering order, trigger a confirmation email and a 48-hour check-in to the coordinator.
LinkedIn Retargeting
Run ads only to decision-makers from companies that already visited your catering page — not a cold audience.
CRM Lead Push
Hot prospects from your weekly brief are automatically added as leads in HubSpot or Salesforce with enriched contact data.
Order Confirmation Flow
Route confirmed catering orders to the right coordinator by location — with full buyer and order details, no login required.