Automated Catering Shopping List System -( Make.com - GHL - API)

UpworkCHNot specifiedintermediateScore: 64
Make.comAutomationBusiness Process AutomationAPI Integration
Build a simple automation that: 1. Watches a folder for a newly uploaded Bexio order PDF 2. Extracts menu items and portion quantities 3. Sends the structured data into an Excel ingredient calculator 4. Automatically generates a consolidated shopping list 5. Exports the shopping list as a clean PDF 6. Emails the final PDF 7. Uploads the final PDF to the customer’s GHL record Workflow Overview 1️⃣ Trigger When a new Bexio order PDF is uploaded to a specific folder (Google Drive or OneDrive), Make.com should automatically start the scenario. The scenario should run on a 1-hour interval. 2️⃣ PDF Data Extraction The system must extract: Menu items Portion quantities Convert them into structured format like: Menu Item Portions Kumpir 75 Mezze 40 AI-based parsing can be used if required. 3️⃣ Ingredient Database (Excel Backend) Excel must contain: Menu Item Ingredient Quantity per Portion Unit Requirements: Support 50+ menu items Fully editable No hardcoded logic Easy to maintain 4️⃣ Calculation Logic (Excel-Based) For each menu item used: Total Ingredient = Portions × Quantity per Portion × (1 + Buffer) Buffer: We will confirm Configurable in one cell System must: Consolidate identical ingredients Only show ingredients for selected menu items Generate a clean final shopping list 5️⃣ Output Requirements The system must: Generate a kitchen-friendly shopping list Export it as a PDF Email the PDF Upload/attach the PDF to the correct Contact or Opportunity in GoHighLevel If you are interested in this project, please message me with: Your fixed price The estimated hours required Your relevant experience with GHL, Make.com, and API integrations
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Spent: $200Rating: 5.0Verified