Toast Catering & Events Pro: Configure Automations

• How do I create automatic tasks for events?
• What are automations in Toast Catering & Events?

Automations are a feature of Toast Catering & Events Pro that allows you to configure automatic workflows that are based on event changes (like approving an estimate or submitting a lead form).

Automations are customizable, reusable, and designed to standardize common follow-ups (e.g., sending emails, assigning tasks).

You can set up automations by following these steps.

1. Create a new automation.
   
   1. In Toast Web, navigate to Catering & events > Automations. 
   2. Select New to add an automation.
2. Define your automation trigger. This is the action that will initiate the automatic workflow. Choose from:
   
   • When Order is…
     
     • When order is created
     • When estimate is approved
   • When Order Date is…
     
     • When order date is X days away
     • When order date is X days past
   • When Lead is…
     
     • When lead form is submitted
   • Custom Schedule
     
     • Select day(s) of the week and a specific time to trigger the automation
3. Select + Add action to add one or more actions to your automation. 
   
   1. Choose from Create task or Send customer email.
   2. Enter your action details (task name, description, due date, assigned employee; email subject line and body) and then select Update.
4. Enter an Automation Name that reflects its purpose (e.g. “Send welcome email”) and then select Save to finish creating your automation. 
   
   • For any trigger except Custom Schedule, you’ll also have to select one more or more Order type that the automation applies to.

You can select any automation on the Automations page to make changes in the future, or switch the toggle Off to disable an automation if desired.