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Caterer Guide

How to Automate Meeting & Session Notes as a Caterer

After a tasting with the Delgado family, dietary notes end up scattered across three text threads and a voicemail. You risk serving shellfish to a guest with an allergy because the father's restriction got buried in a 2-minute voice note you haven't transcribed yet.

The Current Reality

The Manual Way

Scratching notes on napkins during tastings, then spending Sunday night decoding voicemails and texting yourself reminders about allergens.

45 minutes per event
  1. Jot down menu changes on whatever paper is handy during the client tasting
  2. Listen to voicemail recordings twice to catch specific dietary restrictions like 'no cilantro'
  3. Manually type final headcount and allergies into a spreadsheet before ordering food
  4. Cross-reference text messages from the bride and mother to ensure no details were missed

With Christine AI

The Christine Way

Voice note your immediate post-meeting thoughts. Christine transcribes them, pulls out dietary flags, and updates your event sheet instantly.

You

Send a 60-second voice note right after the tasting: 'Delgado quinceañera: 14 gluten-free, vegan option for daughter's table, absolutely no shellfish per the father.'

Christine

Transcribes audio, flags 'SHELLFISH ALLERGY' in red, and adds rows to your Google Sheet for the 14 GF meals and 1 vegan plate.

You

Text: 'Update the Chen wedding invoice to include the $300 extra dessert table they asked for today.'

Christine

Adds the $300 line item to the draft invoice in Gmail and marks the event status as 'Pending Final Review'.

Time Saved Per Week

6 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Just finished the tasting with the Delgados. Sending a voice note with the final menu changes.
9:41 AM
🎤 [Voice Note]: Okay, so for the 200-person quinceañera... we are swapping the shrimp appetizer for stuffed mushrooms because the father said absolutely no shellfish. Also, the daughter needs a fully vegan main course, not just sides. And remember, 14 guests total need gluten-free rolls.
9:41 AM
Got it. I've updated the Delgado Event Sheet: - Removed Shrimp Appetizer - Added Stuffed Mushrooms (Flagged: NO SHELLFISH) - Added 1 Vegan Main Course - Set 14 GF Rolls Do you want me to email the revised menu proposal to the mother now?
9:42 AM
Yes, send it. Also remind me to call Sunrise Bakery at 8am Monday for the GF rolls.
9:42 AM
Draft sent to your Gmail for review. Reminder set: 📞 Call Sunrise Bakery at 8:00 AM Monday re: 14 GF rolls for Delgado event.
9:43 AM
Get Started Today

Stop doing this manually.
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