Automation Guide: 10 0Tasks to Automate Before 2026
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The Christmas Audit Begins
Use this sheet to capture where your operation really is today, so you can measure improvements from the next 05 days.
Use this sheet to capture where your operation really is today, so you can measure improvements from the next 05 days.
You’ve seen what these problems will cost if you ignore them. Now it’s time to attack the root cause: slow, error‑prone manual work. This Automation Guide shows the 10 highest‑impact tasks to automate first in your restaurant, bar, or hospitality operation.
Download the Automation Guide
Quick, practical guide. Skim in 10–15 minutes and pick your first automation move.
For the next 12 days, we’re giving you a series of “profit gifts.” But if we don’t know where you are now, we can’t measure what they fix.
Today’s job is simple:
“We need to measure where you are now so every gift moving forward actually fixes something.”
This worksheet is Step 1 of a multi-step process: you establish a clear baseline today, then use the next 11 resources to close the gap between where you are and where you want to be.
Most operators skip this. They add tools, software, and SOPs without a starting line, so no one can tell if anything worked. Day 1 solves that.
So far you’ve:
Day 7 is the pivot from “fixing symptoms” to “removing root causes.”
Most of those leaks and errors are powered by one thing:
People keying, copying, and chasing data by hand.
“We’ve fixed the symptoms. Now it’s time to remove the root cause — manual processes.”
This is for you if:
You run restaurants, bars, or hospitality venues (single or multi-location)
You’re an owner, CEO, CFO, COO, VP Ops, or Group F&B responsible for profit
You suspect money is leaking in COGS, waste, and variance but can’t see exactly where
You care about automation and AI only if it clearly ties back to profit and control
Not for people looking for generic “holiday marketing ideas.” This is about operations and profit.
In one focused pass, you’ll:
You run restaurants, bars, or hospitality venues (single or multi-location)
You’re an owner, CEO, CFO, COO, VP Ops, or Group F&B responsible for profit
You suspect money is leaking in COGS, waste, and variance but can’t see exactly where
You care about automation and AI only if it clearly ties back to profit and control
Not for people looking for generic “holiday marketing ideas.” This is about operations and profit.
You’ll get a clear, ranked list of 10 tasks to automate before 2026, including:
For each task, the guide spells out:
You end up with a short list of “automate these first” priorities tailored to your situation.
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To get the most from Day 1, have this ready:
Latest P&L (last full month or last 12 months)
POS summary for sales by category (food, bev, etc.)
Any internal COGS / inventory reports you already use
If you’re missing something, don’t overthink it. Fill in what you can now. You can refine later.
This turns “we should use more automation” into “we will automate these specific tasks first.”
In one focused pass, you’ll:
You run restaurants, bars, or hospitality venues (single or multi-location)
You’re an owner, CEO, CFO, COO, VP Ops, or Group F&B responsible for profit
You suspect money is leaking in COGS, waste, and variance but can’t see exactly where
You care about automation and AI only if it clearly ties back to profit and control
Not for people looking for generic “holiday marketing ideas.” This is about operations and profit.
We’ve shifted from abstract “AI talk” to a concrete automation roadmap grounded in your actual workflows.
To get the most from Day 1, have this ready:
Latest P&L (last full month or last 12 months)
POS summary for sales by category (food, bev, etc.)
Any internal COGS / inventory reports you already use
If you’re missing something, don’t overthink it. Fill in what you can now. You can refine later.
In one focused pass, you’ll:
You run restaurants, bars, or hospitality venues (single or multi-location)
You’re an owner, CEO, CFO, COO, VP Ops, or Group F&B responsible for profit
You suspect money is leaking in COGS, waste, and variance but can’t see exactly where
You care about automation and AI only if it clearly ties back to profit and control
Not for people looking for generic “holiday marketing ideas.” This is about operations and profit.
Show how invoices, inventory, and purchasing all connect in one place
Highlight where your current process is leaking time and margin
Map what a simple 2026 rollout could look like for your venues