Your workflows, your way.
Don’t see your exact process in the pre-built flows? Build a custom document checklist for any client requirement and save it as a reusable template. Works with everything else in Xenora — WhatsApp & Email delivery, AI validation, approvals, reminders — out of the box.
What You Can Do
Built around how custom workflows teams actually work — collect, validate, track, close.
- Build a checklist for any client requirement in minutes
- Multi-party flows — applicant, co-applicant, director, guarantor, signatory
- Entity types — individual, Pvt Ltd, LLP, HUF, partnership, trust
- Per-document due dates and reminder profiles (Gentle / Standard / Aggressive)
- Domain tagging — surface the flow under CA, HR, Loans, or your own domain
- Reusable as a template across your entire practice
Pre-built Flows
Custom Flow Builder is live.
- Define document list with your own labels
- Mark each document required or optional
- Add multiple parties with roles
- Pick entity type per party
- Set per-document deadlines
- Choose reminder cadence per document
- Save as reusable template — share across the team
Common Documents
Pre-built checklists cover the documents you collect every day. Customise any of them in minutes.
- Client information (always captured, no matter the flow)
- Required and optional documents — your labels
- Per-party documents (applicant, co-applicant, etc.)
- Entity-specific proofs (individual, Pvt Ltd, LLP, HUF)
- Custom validation rules per document type
- Free-form notes and instructions per checklist
How It Works
Four steps — from request to a clean, audit-ready record per client.
Pick or build a checklist
Start from a pre-built template or build a custom checklist for any client requirement.
Send on WhatsApp & Email
Add the client, set a deadline, hit send. No login required for the client.
AI validates every upload
Document type, legibility, completeness, and key fields — flagged before your team opens it.
Review, approve, archive
Your team reviews exceptions, approves, and archives — with a full audit trail per client.
Frequently Asked
Quick answers for custom workflows teams.
How long does it take to build a custom flow?
Minutes. Open the flow builder, add your documents, mark required vs optional, set deadlines and reminder cadence, save as a template. Use it on the next client immediately.
Can I share custom flows with my team?
Yes — every saved template is shared across your practice. Anyone on the team can pick it up, send it to a client, and track progress in the same workspace.
Do custom flows get the same AI validation as pre-built ones?
Yes. AI validates document type, legibility, name match, and configurable per-document rules — same as the pre-built flows.
Your practice, your process.
Build any checklist, reuse it everywhere — with AI baked in.