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Create finalized menu presentation and email to customer

Automatically capture menu form submissions across Typeform and Airtable to centralize booking-linked menus and customer details. Create and update when new entries arrive, so you can generate presentations, store share links, and email stakeholders without manual follow-up.

How this automation creates finalized menu presentations

When menu form submissions come in, delayed prep can slow service and cause customers to miss finalized menus. This automation captures Typeform entries, builds Google Slides presentations, stores them in Google Drive, and updates Airtable while sending Gmail messages—so your team can deliver ready-to-view menus fast.

  1. 1.Captures menu submission and booking reference

    Integrate Typeform and form workflows to capture the submission and hidden booking reference and to centralize menu entry details.

    Typeformor swap with your favorite app
  2. 2.Finds the booking record and menu fields

    Integrate Airtable and database lookup tools to find the booking record and pull linked menu and chef contact data.

    Lufttischor swap with your favorite app
  3. 3.Creates presentation from template

    Integrate Google Slides and template mapping tools to generate the presentation using menu fields and to output the shareable ID.

    Google-Präsentationenor swap with your favorite app
  4. 4.Moves presentation into booking folder

    Integrate Google Drive and file management tools to find or create the booking folder and move the presentation for sharing.

    Google-Laufwerkor swap with your favorite app
  5. 5.Updates booking record with presentation link

    Integrate Airtable and booking record tools to write the presentation share link back into the booking record.

    Lufttischor swap with your favorite app
  6. 6.Emails customer and cc chef

    Integrate Gmail and email messaging tools to send the presentation link to the customer and cc the chef.

    Gmail (Englisch)or swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

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Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
AktivKampagne
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  1. Schritt 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Schritt 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Schritt 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

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