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Restaurant Automation

Inventory Alerts

Notify managers when stock crosses par levels with suggested reorder quantities.

Automation overview

What this automation does

This automation starts when scheduled hourly inventory level poll. It google sheets compare to par levels and whatsapp alert manager, then one-tap approve creates draft PO row in supplier Sheets tab.

Trigger
Scheduled hourly inventory level poll
Main actions
Google Sheets compare to par levels → WhatsApp alert manager
Final outcome
One-tap approve creates draft PO row in supplier Sheets tab
Execution time
30–90 seconds
Apps used
4 integrations
AI-powered
No
Difficulty
Beginner
Beginner
Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger
Inventory System
Hourly stock poll
Step 1
Google Sheets
Compare to par levels
Step 2
WhatsApp
Alert manager
Result
Supplier Portal
Draft purchase order
Step-by-step

How each step runs

  1. 1
    Inventory SystemTrigger
    Hourly stock poll

    Shata inventory API or Shopify inventory level poll

  2. 2
    Google Sheets
    Compare to par levels

    On-hand qty compared to par levels by SKU and location

  3. 3
    WhatsApp
    Alert manager

    Below par WhatsApp alert with suggested reorder quantity

  4. 4
    Supplier Portal
    Draft purchase order

    One-tap approve creates draft PO row in supplier Sheets tab

Apps used

Connected applications

Inventory System

Compares

Google Sheets

Compares

WhatsApp

Compares

Supplier Portal

Compares

Summary

Automation summary

Trigger
Scheduled hourly inventory level poll
Inputs
Scheduled hourly inventory level poll, Business Name, Notification Email, Timezone
Outputs
One-tap approve creates draft PO row in supplier Sheets tab, Google Sheets compare to par levels, WhatsApp alert manager
Business goal
Automate inventory alerts end-to-end with accurate app routing.
Execution frequency
Hourly
Estimated runtime
30–90 seconds
Error handling
Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies
Inventory System, Google Sheets, WhatsApp
Benefits

Why use this automation?

Save ~11 hours/week

Remove repetitive steps from Inventory Alerts so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Faster response times

Events trigger immediate actions instead of waiting for someone to check a queue.

Requirements

What you need to get started

Required apps

  • Inventory System
  • Google Sheets
  • WhatsApp

Required accounts

  • Active Inventory System workspace with API access
  • Active Google Sheets workspace with API access
  • Active WhatsApp workspace with API access
  • Shata Automation workspace (free tier supported)

Required API keys

  • OAuth tokens for each connected integration

Permissions

  • Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
  • Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

  • 5 min including app authorization and test run
  • Difficulty: Beginner

Optional apps

  • Shopify (optional)
  • Twilio (optional)

Automation runtime

Activate this template

PartialSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft
0%
Activation readiness

Est. setup time: ~8 min

Required connections

  • inventory system(required)
    Previewinventory-system: workflow actions run in preview
    Missing
  • Google Sheets(required)
    Missing
  • WhatsApp (Twilio)(required)
    PreviewWhatsApp (Twilio): workflow actions run in preview
    Missing
  • Missing connection: inventory system
  • Missing connection: Google Sheets
  • Missing connection: WhatsApp (Twilio)
Manage all connections →View all installations →

Workflow summary

Trigger
Scheduled hourly inventory level poll
Steps
4 nodes
Required apps
3
Optional apps
1

Trigger

Schedule trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

PremiumBeginnerPartial5 min setup4.44.5k installs · 160 reviews
Customize for My Business
Analytics

Template performance

20.4k
Views
4.5k
Installs
769
Favorites
4.4
Avg rating
21.8%
Conversion
5 min
Setup time
92%
Success rate
59
Trending score
Most used integrations
inventory-systemGoogle SheetsWhatsApp

Hourly Shata inventory API or Shopify inventory level poll compares on-hand to par levels in Google Sheets by SKU and location; below par sends WhatsApp to manager with item name, current qty, suggested reorder from lead time formula, and one-tap approve link that creates draft purchase order row in Sheets supplier tab.

Some steps run in preview until their integrations go live.

Required apps
Inventory SystemPreviewGoogle SheetsLiveWhatsAppPreview
Optional apps
Supplier PortalPreview
All integrations
Inventory SystemGoogle SheetsWhatsAppSupplier Portal
Workflow preview

How Inventory Alerts runs

1
Trigger
Load par levels
2
Process
Rule engine
3
Action
inventory-system
4
Notify
Alert & log
Inventory SystemGoogle SheetsWhatsappSupplier Portal
Setup steps

Get started in 5 steps

  1. 1
    Connect inventory source

    Shata inventory API or Shopify inventory, Google Sheets par levels, Twilio WhatsApp.

  2. 2
    Load par levels

    Sheets columns SKU, par, lead days, supplier, pack size per location.

  3. 3
    Calculate reorder qty

    Formula uses avg daily usage × lead days + safety stock − on hand.

  4. 4
    Configure alert recipients

    Manager phone per location; escalate to owner if 3+ SKUs critical.

  5. 5
    Test low-stock SKU

    Force par breach; verify WhatsApp with correct reorder math.

Variables

Configurable settings

VariableTypeDefaultRequired
Business NametextYour BusinessYes
Notification EmailemailYes
TimezoneselectYes
Google Sheet IDtextNo
Sheet RangetextSheet1!A:ZNo
FAQ

Frequently asked questions

Perishable priority?

Perishable flag sorts alerts to top of message batch.

False alerts from sync lag?

Require two consecutive hourly breaches before alert.

Auto PO create?

Approve link creates PO row; optional supplier email on second approve.

Waste correlation?

High waste SKU gets higher safety stock multiplier in formula.

Get started

Customize Inventory Alerts for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.