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
Unlock AI Intelligence, score breakdowns, and real-time alerts
Upgrade to Pro — $29.99/moClient
Spent: $200Rating: 5.0Verified