How it works

The nine automations, explained in plain language

No jargon, no black box. Here's exactly what each CaterFlow AI agent does day to day — and the parts you always stay in control of.

1 of 9 · Quoting

Quotebot

When a new enquiry arrives — by email, your website form, or a phone note you jot down — Quotebot reads the event details, applies your menu, packages and pricing rules, and drafts a branded, itemised quote in seconds. If the customer goes quiet, it follows up politely on a schedule you set.

What you still control: You can review every quote before it sends, or let trusted quote types go out automatically. Your prices, your wording, your call.

2 of 9 · Getting paid

Invoice Follow-Up Agent

Connects to your Xero, QuickBooks or MYOB account. When an invoice goes overdue, it sends friendly, escalating reminders written in your voice — and stops the moment payment lands, so nobody gets chased twice.

What you still control: You only step in when a customer replies or disputes a charge. The agent never argues on your behalf.

3 of 9 · Compliance

WHS & Incident Reporter

Describe an incident in two sentences — from your phone, on site — and the agent turns it into a formatted, signed WHS report with corrective actions, filed where your team can find it.

What you still control: You approve the final report before it's filed. Nothing is submitted to anyone without your sign-off.

4 of 9 · Compliance

Food Safety Recorder

Temperature logs, cleaning records and delivery checks are generated and filed automatically, aligned with FSANZ expectations — no more Sunday-night paperwork before an audit.

What you still control: You still take the readings; the agent does the recording, formatting and filing.

5 of 9 · People

Staffing Agent

Matches your available crew to upcoming event rosters, sends shift offers, tracks who accepted, and runs new-hire onboarding — TFN, super, policies and induction in one timed sequence.

What you still control: You decide who gets offered which shifts. The agent handles the chasing and the paperwork.

6 of 9 · Stock

Inventory & Ordering Agent

Tracks stock usage against your upcoming events, flags what you'll run short of, and drafts supplier orders with quantities and prices ready for your approval.

What you still control: No order is ever placed without you approving it first.

7 of 9 · Enquiries

Customer Service Agent

Answers routine questions about menus, pricing, dietary needs and availability around the clock — so a 10pm enquiry gets an answer before your competitors wake up.

What you still control: Anything complex or unusual is handed to you with the full conversation attached.

8 of 9 · Reputation

Review Follow-Up Agent

After a successful event, it asks happy clients for a Google review with a direct link — steadily building your local search presence while you sleep.

What you still control: It only asks after events you've marked as successful, and only once per client.

9 of 9 · Reporting

Post-Event Reporter

Closes out every job with a wrap-up: actuals vs quote, wastage, staff hours, customer feedback and notes for next time — so each event makes the next one more profitable.

What you still control: Reports land in your inbox automatically; you read them when it suits you.

Want to see one working before you decide?

Try the quote demo — it drafts a real catering quote in seconds, the same way Quotebot would for your enquiries. Or book a free audit and we'll map which agents save you the most hours first.