Imported location
100 Demo Avenue, Demo City, NY 10001
Mapped
The pilot
Bring the invoices.
Build the baseline.
A pilot starts with your restaurant’s source records and separates estimates from confirmed outcomes. It does not begin with a promised result.
Fit
A useful pilot has source access and a responsible reviewer.
- Owner or chef operator with direct invoice access
- One starting location
- Perishable inventory or meaningful weak windows
- A manager willing to review source drafts
Data needed
Enough evidence to establish what normal looked like before an intervention.
- 4–8 weeks of supplier invoices
- Current menu and prices
- Core recipes, even if rough
- A read-only Square connection when appropriate
Source: Dynamic.ly Backend · Sandbox
Square connection
ConnectedLocationDowntown
MappingReviewed
ScopeMerchant profile read
Imported Square locations
Provider authority
OAuth and credentials remain on Dynamic.ly Backend
Backend-owned
Write capability
Catalog, order, inventory, and payment write access is not enabled
Disabled
Sync locationsDisconnect
Square connection
Read-first, backend-owned, and explicit about what is disabled.
Dynamic.ly Backend owns OAuth and source evidence. The iPhone does not receive a Square token, and this pilot surface does not imply catalog, order, inventory, payment, or menu writeback.
Aegean Table · Example fixture
Pilot baseline setup
4 of 6 complete4 of 6 complete
Square connected
Read boundary reviewed
Complete
First invoices imported
Example intake available
Complete
Core recipes mapped
Salmon Bowl included
Complete
Target margin set
Minimum floor $14.20
Complete
Slow windows
Tuesday · 5–7 PM
Needs review
Alcohol and compliance
Automation blocked
Needs review
Review 2 missing items
Baseline setup
Operating limits are reviewed before recommendations are useful.
The example setup records source readiness, a margin floor, a quantity cap, and a slow window. Missing or blocked items stay visible.
Pilot process
Four accountable stages.
- 01
Source intake
Load recent invoices and confirm the first drafts.
- 02
Baseline
Review ingredients, recipes, operating limits, and slow windows.
- 03
Manager decisions
Inspect recommendations and decide what, if anything, should happen.
- 04
Measurement
Compare the intervention window with the agreed restaurant baseline.
Measurement
Baseline, intervention, window, exclusions, and evidence state.
Every published number must name how it was measured. Estimated waste risk, projected recovery, and session activity never become customer results merely because a manager approved an action.
Session receipts and projections
What changed in the example loop
Evidence separatedApproved1Mock-confirmed
Recovery$420Estimated
Waste avoided$96Estimated
Margin lift18 bpsEstimated
Confirmed activity
One recommendation approved in this example session
Session receipt
Estimated outcomes
Approval does not convert projections into measured results
Not measured
AI summary
Draft explanation based on known structured values
Needs review
Review Audit & Sync
Request access
Tell us what margin problem you are trying to understand.
A person reads every request. No drip campaign and no false success message if delivery is unavailable.