Cloud Storage & Productivity Integration
Automatically store reports, invoices, contracts, and team collaboration in your preferred cloud storage. Your AI CRM integrates with Google Drive, OneDrive, SharePoint, and other productivity tools.
Automatic Document Organization
Reports, invoices, contracts, and guest documents are automatically sorted and stored in the right folders with consistent naming conventions.
Real-Time Collaboration
Team members can access and collaborate on guest-related documents, reports, and marketing materials directly from their familiar storage platforms.
AI-Powered Search
Find any document instantly using natural language. Ask 'Show me last quarter's VIP reports' and get immediate results across all connected storage.
Connected Storage Platforms
Store documents where your team already works
Google Drive
Store and organize all restaurant documents in Google's cloud platform. Share reports with team members and maintain version control automatically.
- Automatic folder creation
- Document version control
- Team sharing permissions
- PDF report generation
- Mobile access
OneDrive
Microsoft's cloud storage solution perfect for restaurants using Office 365. Seamlessly integrate with Word, Excel, and PowerPoint.
- Office integration
- Shared workspace folders
- Document co-authoring
- Advanced security features
- Cross-platform sync
SharePoint
Enterprise-grade document management for restaurant groups. Create intranets, manage policies, and ensure compliance across locations.
- Document management
- Team site creation
- Workflow automation
- Compliance tracking
- Advanced permissions
Automated Document Workflows
Your AI agent handles document management automatically
Daily Reports
End of business day
Generate and store daily performance reports
Format
PDF with charts and insights
Invoice Management
New invoice received
Scan, categorize, and store with metadata
Format
Organized by vendor and date
Staff Documents
New staff member
Create onboarding folder with templates
Format
Complete onboarding package
Marketing Materials
New campaign created
Store designs and performance reports
Format
Campaign folders with assets
Common Use Cases
Performance Reporting
Automatically generate daily, weekly, and monthly reports with AI insights. Store in organized folders with easy access for management.
Contract Management
Store vendor contracts, lease agreements, and staff documents with automatic renewal reminders and version tracking.
Menu Engineering
Keep menu designs, cost analyses, and performance data in one place. AI suggests optimizations based on stored historical data.
Training Materials
Maintain staff training guides, videos, and certifications. Track completion and automatically update materials when processes change.
Enterprise Security & Compliance
Your Data, Your Control
Enterprise-grade security ensures your restaurant data remains confidential and compliant
"We struggled with scattered documents across emails and local computers. Caramel now automatically saves our daily reports to Google Drive, organizes invoices in OneDrive, and keeps our staff manuals updated in SharePoint. Our team can find anything in seconds, and we've eliminated countless hours of manual filing."
Lisa Chang
Operations Director, Urban Kitchen Collective
Stop Paying Commissions. Start Building Relationships.
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