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How Actions Work in Vendro

Updated over 2 months ago

Creating Actions

You'll find "Create Action" buttons throughout Vendro in places like:

From Ad Intel:

  • While reviewing campaign performance

  • When launching new campaigns

  • After generating ads with Ad Genius

From KPI Brain:

  • When AI detects anomalies in your metrics

  • From AI-generated recommendations

  • When investigating root causes

From the Actions Page:

  • Create standalone tasks manually

  • Manage all your action items in one place

Action Properties

When you create an action, you'll fill out:

Action Type - Choose from categories like:

  • Customer Relations: Follow-up Email, Customer Call, Refund Processing, Dispute Resolution

  • Marketing & Ads: Ad Review, Ad Optimization, Pause Ad, Increase Budget, Campaign Launch

  • Finance & Operations: Invoice Review, Inventory Check, Restock Product, Supplier Contact

  • Analytics: Anomaly Investigation, Data Analysis, Report Generation, Metric Review

  • Other: Schedule Meeting, Review Document, General Task

Title - Brief description of what needs to be done

Description - Additional context, instructions, or details

Priority - Low, Medium, High, or Urgent

Due Date - Optional deadline for completion

Assign To - Team member responsible for this action

Notifications - Send email and/or Slack alerts to the assignee

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