This article explains how to import industry-specific playbook templates within the Xenia platform.
What Playbook Packs Are
Playbook Packs are pre-built, industry-specific bundles of best-practice templates that drop into your workspace in one click. Instead of building your operational checklists from scratch, you start from a curated set of templates designed for your type of business — already structured, already named, already organized into a labeled folder.
Three starter packs are available today:
- Restaurant Starter Playbook — 12 templates including Daily Restaurant Opening Checklist, Food Temperature Log, Daily Restaurant Closing Checklist, and more
- Retail Operations Playbook — 8 templates including Retail Mystery Shopper, Retail Store Pre-Opening Checklist, Retail Employee Training Checklist, and more
- C-Store Operations Playbook — 8 templates including C-Store Manager Daily Walk, C-Store Opening Checklist, C-Store Closing Checklist, and more
How to Access Playbook Packs
- Go to Operations → Templates
- Click + Add New or open the Template Library
- At the top of the Template Library, look for the Playbook Packs section
- Browse the three available packs — each card shows the pack name, industry tag, template count, and a preview of included templates
- Click the pack that matches your operation
- Confirm — the full set of templates is added to your workspace instantly, organized in a labeled folder
What Happens After You Apply a Pack
- A labeled folder appears in your Templates list with all pack templates inside
- Every template is fully editable — add steps, remove steps, rename, adjust settings, publish or keep as drafts
- Templates are starting points, not locked configurations — customize them to match your specific operation
- You can apply more than one pack if you run multiple concepts in the same workspace
Who Should Use Playbook Packs
Playbook Packs are most valuable when:
- You're setting up a new workspace and want to get operational templates live quickly
- You're onboarding a new concept or brand into an existing workspace
- You want a best-practice baseline to review and customize, rather than starting from a blank template
If you already have templates built and published, Playbook Packs add templates alongside your existing ones — they don't replace or modify what's already there.
Need Help?
Reach out to our Support Team at Support@xenia.team
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