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Restaurant Automation

Reservation Bot

Book table reservations via WhatsApp and website widget with capacity and waitlist management.

Automation overview

What this automation does

This automation starts when inbound WhatsApp or web chat reservation request. It twilio process via twilio, typeform confirms, google calendar confirms, and webhooks process via webhooks, then confirms or offers alternate slots, sends confirmation WhatsApp with cancel link Typeform, adds Google Calendar block for table hold, and waitlist notifies via .

Trigger
Inbound WhatsApp or web chat reservation request
Main actions
Twilio process via Twilio → Typeform confirms …
Final outcome
confirms or offers alternate slots, sends confirmation WhatsApp with cancel link…
Execution time
30–90 seconds
Apps used
5 integrations
AI-powered
No
Difficulty
Advanced
Advanced
Workflow diagram

End-to-end scenario flow

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

Trigger
WhatsApp
Event detected
Step 1
Twilio
Process via Twilio
Step 2
Typeform
Confirms
Step 3
Google Calendar
Confirms
Step 4
Webhooks
Process via Webhooks
Result
Webhooks
Workflow complete
Step-by-step

How each step runs

  1. 1
    WhatsAppTrigger
    Event detected

    Inbound WhatsApp or web chat reservation request

  2. 2
    Twilio
    Process via Twilio

    WhatsApp Twilio or website chat collects date, time, party size, name, phone; checks Shata reservations API for capacity by section

  3. 3
    Typeform
    Confirms

    confirms or offers alternate slots, sends confirmation WhatsApp with cancel link Typeform, adds Google Calendar block for table hold, and waitlist notifies via

  4. 4
    Google Calendar
    Confirms

    confirms or offers alternate slots, sends confirmation WhatsApp with cancel link Typeform, adds Google Calendar block for table hold, and waitlist notifies via

  5. 5
    Webhooks
    Process via Webhooks

    WhatsApp Twilio or website chat collects date, time, party size, name, phone; checks Shata reservations API for capacity by section

  6. 6
    Webhooks
    Workflow complete

    confirms or offers alternate slots, sends confirmation WhatsApp with cancel link Typeform, adds Google Calendar block for table hold, and waitlist notifies via

Apps used

Connected applications

WhatsApp

Process via WhatsApp

Twilio

Process via Twilio

Typeform

Confirms

Google Calendar

Confirms

Webhooks

Process via Webhooks

Summary

Automation summary

Trigger
Inbound WhatsApp or web chat reservation request
Inputs
Inbound WhatsApp or web chat reservation request, Business Name, Notification Email, Timezone
Outputs
confirms or offers alternate slots, sends confirmation WhatsApp with cancel link Typeform, adds Google Calendar block for table hold, and waitlist notifies via , Google Calendar confirms, Webhooks process via Webhooks
Business goal
Automate reservation bot end-to-end with accurate app routing.
Execution frequency
On demand with batch fallback
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
WhatsApp, Twilio, Typeform
Benefits

Why use this automation?

Save ~10 hours/week

Remove repetitive steps from Reservation Bot 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.

Requirements

What you need to get started

Required apps

  • WhatsApp
  • Twilio
  • Typeform

Required accounts

  • Active WhatsApp workspace with API access
  • Active Twilio workspace with API access
  • Active Typeform 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

  • 10 min including app authorization and test run
  • Difficulty: Advanced

Optional apps

  • Google Calendar (optional)
  • Webhooks (optional)

Automation runtime

Activate this template

PreviewSome 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: ~12 min

Required connections

  • WhatsApp (Twilio)(required)
    PreviewWhatsApp (Twilio): workflow actions run in preview
    Missing
  • Twilio(required)
    PreviewTwilio: workflow actions run in preview
    Missing
  • typeform(required)
    Previewtypeform: workflow actions run in preview
    Missing
  • Google Calendar(required)
    Test-onlyGoogle Calendar: workflow actions run in preview
    Missing
  • Missing connection: WhatsApp (Twilio)
  • Missing connection: Twilio
  • Missing connection: typeform
  • Missing connection: Google Calendar
Manage all connections →View all installations →

Workflow summary

Trigger
Inbound WhatsApp or web chat reservation request
Steps
6 nodes
Required apps
4
Optional apps
1

Trigger

Manual trigger

Run workflows on demand via Test run or Live test. Activate to enable scheduled/webhook triggers on other templates.

Run history

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

FreeAdvancedPreview10 min setup4.33.7k installs · 303 reviews
Customize for My Business
Analytics

Template performance

41.0k
Views
3.7k
Installs
96
Favorites
4.3
Avg rating
9%
Conversion
10 min
Setup time
92%
Success rate
109
Trending score
Most used integrations
WhatsAppTwilioTypeform

WhatsApp Twilio or website chat collects date, time, party size, name, phone; checks Shata reservations API for capacity by section—indoor/outdoor—confirms or offers alternate slots, sends confirmation WhatsApp with cancel link Typeform, adds Google Calendar block for table hold, and waitlist notifies via WhatsApp when slot opens from cancellation webhook.

Some steps run in preview until their integrations go live.

Required apps
WhatsAppPreviewTwilioPreviewTypeformPreviewGoogle CalendarTest-only
Optional apps
WebhooksPreview
All integrations
WhatsAppTwilioTypeformGoogle CalendarWebhooks
Workflow preview

How Reservation Bot runs

1
Trigger
Configure capacity rules
2
Process
Rule engine
3
Action
whatsapp
4
Notify
Alert & log
WhatsappTwilioTypeformGoogle CalendarWebhooks
Setup steps

Get started in 5 steps

  1. 1
    Connect reservation channels

    Twilio WhatsApp, web chat widget, Shata reservations API, Google Calendar, Typeform.

  2. 2
    Configure capacity rules

    Max covers per slot per section; block fully booked times.

  3. 3
    Build conversation flow

    Date picker → time → party size → name → confirm summary.

  4. 4
    Enable waitlist

    Full slot offers waitlist; cancellation triggers waitlist notify FIFO.

  5. 5
    Test book-cancel-waitlist

    Book, cancel, verify waitlist guest gets offer.

Variables

Configurable settings

VariableTypeDefaultRequired
Business NametextYour BusinessYes
Notification EmailemailYes
TimezoneselectYes
FAQ

Frequently asked questions

Large parties?

Parties >8 route to manager Slack for manual approval.

Special occasions?

Optional notes field for high chair, anniversary, accessibility.

No-show policy?

Reminder 2h before; no-show marks guest profile for deposit requirement.

Walk-in override?

Manager Slack command blocks slot from bot booking.

Get started

Customize Reservation Bot for your business

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