Workflows
A workflow is a saved multi-step procedure you've taught VMXpert — "my Monday close," "how we onboard a new vendor," "end-of-season markdown process."
What makes a workflow different from a routine: a workflow stops and asks you things. A routine runs on its own and hands you a result; a workflow is VMXpert working through the steps with you — checking numbers, asking which option you want, pausing where a human decision belongs.
Running one
Workflows run in chat, by name: just ask — "do my Monday close." There's no Run button on the admin page; the admin page is for reviewing and editing the saved procedures.
Creating one
- 💬 Teach one in chat — walk VMXpert through the procedure once and ask it to save the steps as a workflow.
- 🔀 Add from the library — ready-made procedures you can adapt.
Managing them
Admin → Toolbox → VMXpert → Workflows lists your saved procedures with how often each is used. Click one to open its detail page — the one place in the toolbox where you directly edit what VMXpert wrote:
- Description — what the workflow is for.
- Instructions — the steps VMXpert follows, in plain language. Edit them anytime; the next run uses your edits.
Workflows can be renamed, archived (and restored), or deleted.