How to Automate SpotOn

SpotOn automates the guest side of a restaurant. Marketing Assist runs campaigns in the background, Loyalty issues automatic rewards on visits and birthdays, Review Management gathers reviews in one place, and reporting covers the terminals. The close-out work on supplier, bank and permit sites is still manual, and suits an agent like WebRun.

SpotOn is the till, the kitchen screen and the guest list at once

SpotOn is a restaurant management platform, and the point-of-sale is only the visible part of it. Station 15 terminals and handhelds take the order, a Kitchen Display System puts it in front of the line, kiosks take it without a server, and SpotOn Order takes it from the web. Reservations and Waitlist run the door. Scheduling, the employee app and tip management run the staff.

It is used across casual and fine dining, bars and pubs, breweries, quick service, fast casual, cafes and bakeries, which is a wide range of businesses with one thing in common. Margins are thin and the day is long.

Everything that happened in the room ends up in it: every check, every void, every comp, every hour clocked, every cover seated and every item that ran out at eight. By the time the last table leaves, it knows more about the night than anyone who worked it.

The last table leaves and the counting begins

The doors lock and the arithmetic starts, done by whoever is still standing.

The drawer is counted. The card batch is checked against what the processor says it will send. The day's totals get keyed into the accounting package, or exported and reformatted first. The produce invoice from this morning is compared with what actually came off the truck, on a distributor's portal with its own login. Last night's reviews are read, and the bad one is read three times. Somebody works out who is short on Friday and starts texting.

It is one in the morning, the person doing it has been on their feet since eleven, and the whole thing repeats tomorrow. This is where restaurants lose money quietly. Not in a bad decision, but in a check nobody had the energy to make.

The spoton.com homepage, the app these three jobs run in. SpotOn
The night's numbers before morning Sales, labour and card batches gathered and compared while the restaurant is shut, so nobody is doing it at one in the morning.
Food cost that moves visibly Invoice lines from each distributor's portal priced against last week, so the item that went up shows before it eats the margin.
Reviews answered the same day Last night's reviews collected from the sites guests actually use, with replies drafted for a manager to read and post.

Marketing Assist and Loyalty already handle the regulars

SpotOn has automated the guest relationship properly, and none of what follows is a reason to stop using any of it.

Marketing Assist answers a few questions about your goals, then runs email and text campaigns in the background through the year without anyone managing them day to day, while the DIY marketing tools included with the POS let you build your own. SpotOn Loyalty issues automatic rewards on visits, birthdays and activity, and feeds the campaigns that follow. Review Management brings your online reviews into one place to monitor and respond to. Reporting covers the terminals and the locations, an AI menu assistant helps with the menu, and profitability analysis sits over the sales data.

Every one of those is fed by something that happened on a SpotOn terminal or in a SpotOn channel. A guest checked in. A card ran. An order came through the ordering page.

The distributor's invoice portal is not a SpotOn channel. Nor is the bank, the payroll provider, the marketplace dashboard where commission and refunds are itemised, the health department's inspection record, or the site where a liquor licence gets renewed. That is where the cost side of a restaurant lives, and the POS has never been able to see it.

The margin is decided on sites the POS never opens

Put something on those sites every night and the close-out stops being a person's problem.

Each distributor's invoice lines pulled from their portal and priced against last week, so the case of chicken that went up shows on a list before it eats a month of margin. The card batch compared with what actually landed in the bank, so a settlement that never arrived is chased this week rather than found in March.

Last night's reviews collected from the sites guests actually use, with a reply drafted and the ticket it refers to attached. Refunds and voids over your own threshold listed with the server and the time, so a pattern is visible in a week rather than a quarter. The health permit and the liquor licence renewal dates read from the issuing authority's own site, months before either becomes a closure.

None of it needs a distributor to build an integration or a marketplace to open an API. Each of those is a website with a login that a manager already has.

Keep the line at the guest and at the money. Counting and comparing can run while the restaurant is dark. Anything that replies in public, texts a guest or pays an invoice is left for a manager, because a bad public reply outlives the mistake.

The night's arithmetic does not need a manager awake

None of that counting needs a person who understands food. It needs one who can open six websites in order and read them carefully, at an hour when nobody wants to.

WebRun is an agent that works a real Chrome browser, signed in as your restaurant is. It opens the distributor portal, the bank, the review sites or the licensing authority, reads what is there, and leaves the night's figures somewhere your manager will find them with coffee.

It runs on your schedule in your own private environment, and a workflow can be locked to a named list of sites. You can watch a run and stop it. Nothing public and nothing that spends money goes out without a person saying yes.

Each workflow below names the sites it opens and what it brings back.

Questions people ask

Does it need to be installed on the POS terminal?

No. It works in a browser in your own environment, not on Station 15 or a handheld. Nothing is installed in the restaurant, and service is never affected by a workflow running overnight.

We already use Marketing Assist. Does this replace it?

No. Marketing Assist and SpotOn Loyalty are the right tools for guest campaigns and rewards, and they cost nothing extra to keep running. This covers the supplier portals, bank and permit sites SpotOn was never meant to open.

A bad review came in overnight. What happens?

It is collected with the others and a reply is drafted, with the check or ticket it refers to attached so a manager has the context. Nothing is posted publicly until a person reads both and decides to send it.

24 ready-made SpotOn workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

SpotOn Weekly Top-Sellers Report Automation
Every Monday, WebRun pulls last week's SpotOn item sales, ranks your top performers by revenue and by quantity, and posts the results to Slack so you can make smarter menu and inventory decisions.
SpotOnSlackGoogle Sheets
SpotOn Supplier Invoice Follow-Up Automation
Every Monday, WebRun checks your overdue supplier invoices in QuickBooks, cross-references them with SpotOn purchase history, and drafts polite follow-up emails to each vendor for your review.
SpotOnQuickBooksGmail
SpotOn Staff Shift Coverage Alert Automation
Every morning, WebRun checks your upcoming shifts in SpotOn labor scheduling, finds any position without a confirmed worker, and sends a coverage alert to your Slack manager channel with enough lead time to act.
SpotOnSlackTwilio
SpotOn Automated Guest Review Request Drafts
After each shift, WebRun identifies guests with high-spend or return visits from SpotOn loyalty data and drafts a personalized review-request message for your team to approve before it reaches anyone.
SpotOnTwilioGoogle Sheets
SpotOn Reservation Confirmation Draft Automation
Whenever a new reservation or waitlist entry is added in SpotOn, WebRun drafts a personalized confirmation message for your team to review and send, so guests hear from you quickly without anything going out on autopilot.
SpotOnTwilioGoogle Calendar
SpotOn Refund Exception Monitoring Automation
Every morning, WebRun reviews the previous day's refund activity in SpotOn, compares it to your historical baseline, flags anything outside the normal range, and posts an exception report to Slack for manager review.
SpotOnSlackGoogle Sheets
SpotOn Online Order Routing Automation
Whenever a new online order comes in through SpotOn, WebRun confirms it, routes it to the correct prep station based on order type, and posts a pickup or delivery time estimate to your Slack operations feed.
SpotOnSlackTwilio
SpotOn Loyalty Win-Back Campaign Automation
Every week, WebRun identifies SpotOn loyalty members who have not visited in 60 or more days, segments them by spend tier, and drafts a personalized win-back offer for your review before any message is sent.
SpotOnMailchimpGoogle Sheets
SpotOn Automatic Low-Stock Reorder Alerts
Every morning, WebRun checks SpotOn inventory counts, finds items at or below your reorder threshold, and posts a low-stock alert to Slack so your team can place orders before you run out.
SpotOnSlackGmail
SpotOn Gift Card Liability Tracking Automation
Every week, WebRun pulls gift-card balances and redemptions from SpotOn, calculates your outstanding liability, compares it to the prior week, and posts a digest to Slack so finance always has an accurate number.
SpotOnGoogle SheetsSlack
SpotOn End-of-Day Reconciliation Automation
Every night, WebRun pulls SpotOn's end-of-day report, matches payments by tender type, and posts a reconciliation digest so you know exactly what cleared and what needs attention.
SpotOnQuickBooksTelegram
SpotOn Automated Daily Sales Digest
Every morning, WebRun pulls yesterday's sales totals from SpotOn, compares them to your weekly average, and posts a clear digest to Slack so your team starts the day informed.
SpotOnSlackGoogle Sheets
Automated SpotOn Tab Walkout Tracking
Every morning, WebRun checks SpotOn for any tabs that closed with an unpaid or zero-payment balance the night before, and logs the details into a Google Sheet for manager review and follow-up.
SpotOnGoogle Sheets
Automated SpotOn Pour Cost Variance Report
Every week, WebRun compares your SpotOn beverage sales against your recorded inventory usage to flag categories where actual pour cost is running above your target.
SpotOnGoogle Sheets
Automated SpotOn Peak Hour Staffing Analysis
Every week, WebRun analyzes your SpotOn hourly sales data, compares transaction volume against your scheduled headcount in Google Sheets, and flags hours where you were understaffed or overstaffed.
SpotOnGoogle Sheets
Automated SpotOn Reservation No-Show Report
Every morning, WebRun reviews the prior evening's SpotOn reservations, identifies parties that did not show, and logs each no-show in a Google Sheet with the party size and estimated revenue impact so you can refine your reservation policy.
SpotOnGoogle Sheets
Automated SpotOn Bar Sales Digest
Every night, WebRun pulls the day's sales totals from SpotOn, organizes them by category and bartender, and posts a clean digest to Slack so you know exactly where you landed before you close.
SpotOnSlack
Automated SpotOn New Venue Onboarding Checklist
When you open a new venue location, WebRun walks through your SpotOn setup checklist, confirms each required configuration is complete, and posts a progress report to Slack so the opening team knows what is done and what still needs attention.
SpotOnSlack
Automated SpotOn Low Liquor Stock Alerts
Every morning, WebRun checks SpotOn's inventory levels for your tracked spirits, beer, and wine, and sends a Telegram message to the bar manager listing anything that has dropped below your reorder point.
SpotOnTelegram
Automated SpotOn Keg Depletion Alerts
Every morning, WebRun checks your SpotOn keg inventory levels, calculates projected depletion based on recent pour rates, and sends a Telegram alert listing any keg that will likely run out within the next two service days.
SpotOnTelegram
Automated SpotOn Happy Hour Performance Report
Every week, WebRun pulls SpotOn sales for your defined happy hour time window, compares them to the same window on non-happy-hour days, and posts a performance comparison to Slack so you can see the true lift from the promotion.
SpotOnSlack
Automated SpotOn Event Night Sales Recap
The morning after any tagged event night, WebRun pulls SpotOn sales, covers, average spend, and top-selling items from that evening and posts a formatted recap to Slack so ownership can evaluate the event's ROI immediately.
SpotOnSlack
Automated SpotOn Comp and Void Anomaly Alerts
Every morning, WebRun reviews the prior night's SpotOn comp and void totals, flags any employee or shift with activity above your normal threshold, and posts the alert to Slack for manager review.
SpotOnSlack
Automated SpotOn Bartender Sales Leaderboard
Every Monday, WebRun pulls last week's per-bartender sales totals from SpotOn and posts a ranked leaderboard to your Slack channel so the team sees who led the week.
SpotOnSlack

Want one of these running on your own SpotOn?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.