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Workflows & Automations

Goal: Help admins build and troubleshoot automated logic without a call

  • Building Workflows

    Designing structured, repeatable processes that streamline tasks, improve efficiency, and ensure consistent outcomes across operations.

  • Key Concepts

    Goal: Help admins build and troubleshoot automated logic without a call

  • Audits & Inspections

    Start & complete store-level audits, inspections, and HR form submissions.

  • Create Operations Templates

    "Create Operations Templates" in Xenia allows users to design and manage standardized templates for recurring tasks, ensuring consistency and efficiency across operations.

  • Conditional Visibility

    How to dynamically show or hide questions within a template and configure location-specific visibility for questions and sections.

  • Approval Workflows

    How to create approval workflows on template submissions (example: Human Resources forms).

  • Using Your Templates

    "Using Your Templates" in Xenia enables users to apply pre-designed templates to tasks and processes, streamlining operations and ensuring consistency across activities.

  • Submission Reports

    "Submission Reports" in Xenia provide users with detailed insights into completed submissions, helping track performance and ensure accountability.