Actions are what your automation does when a trigger fires. Send messages, assign plans, create check-ins, and more.
Explore the different action types you can add to your automation workflows.
Screenshot: Automation actions panel
Show: action selection panel in the automation builder with available action types grouped by category — Communication (Send Message, Send Email), Training (Assign Training Plan, Assign Meal Plan), Checkups (Send Checkup), Scheduling (Create Appointment), Payments (Send Payment Request), Organization (Add Tag)
public/docs/automation-actions.png
Automatically reach out to clients when a trigger fires.
Send Message
Send a chat message to the client with support for dynamic variables like {client_name}.
Send Email
Send a branded email notification to the client's registered email address.
Screenshot: Send message action configuration
Show: "Send Message" action node config panel with message textarea containing a welcome template, variable picker dropdown showing {client_name}, {trainer_name}, {plan_name} tokens
public/docs/action-send-message.png
Automatically assign plans and programs to clients.
Assign Training Plan
Assign a training plan template to the client — optionally replace any existing plan.
Assign Meal Plan
Assign a meal plan template to the client's nutrition section.
Keep clients engaged with check-ins, appointments, and payments.
Send Check-in
Send a check-in template for the client to fill out and submit.
Create Appointment
Automatically schedule an appointment or session on the client's calendar.
Send Payment Request
Send a payment request to the client for a specific amount or product.
Add Tag
Add a tag to the client's profile for categorization and filtering.
Each action can be customized to fit your specific workflow needs.
Screenshot: Action configuration panel
Show: "Assign Training Plan" action node selected with config panel showing plan dropdown (3 plans listed), start date option (Immediately / Custom date), and "Replace existing plan" toggle switch
public/docs/action-config-panel.png
Use {client_name}, {trainer_name}, and other tokens in messages and emails.
Choose which training plan, meal plan, or check-in template to assign.
Add delays between actions — e.g., wait 2 days before sending a follow-up.
Run multiple actions in sequence from a single trigger.
