Automate client onboarding and recurring tasks. Create workflows that trigger when clients sign up or subscribe, then automatically send messages, assign plans, and request check-ins.
Ultimate Plan: Automations are available on the Ultimate plan. Upgrade to unlock trigger-based and time-based automation.
Choose between two automation modes: visual workflow builder for trigger-based automation, or workflow templates for time-based scheduling.
Visual drag-and-drop canvas. Create workflows that run when a client signs up or subscribes to a plan.
Schedule actions on specific days. Create multi-week onboarding sequences with actions on Day 1, Day 3, Day 7, etc.
Drag features from the panel onto the canvas to build your automation. Connect nodes to define the execution order.
Events that start the workflow
New Client
Fires when a new client is added to your account
Subscription Started
Fires when a client starts a subscription
Missed Workout
Fires when a client misses a scheduled workout
Weight Logged
Fires when a client logs their weight
Check-in Submitted
Fires when a client submits a check-in response
Low Meal Adherence
Fires when meal plan adherence drops below threshold
Client Inactive
Fires when a client is inactive for a specified number of days
Training Plan Completed
Fires when a client completes their training plan
Payment Failed
Fires when a client's subscription payment fails
Appointment Missed
Fires when a client misses a scheduled appointment
Subscription Expiring
Fires before a client's subscription is due for renewal
Milestone Reached
Fires when a client hits a milestone (e.g. 10 workouts, 30 days active)
Tasks executed by the workflow
Send Message
Send a chat message to the client
Assign Training Plan
Assign a training plan template
Assign Meal Plan
Assign a meal plan template
Schedule Check-in
Request a check-in form
Send Summary
Generate progress summary report
Send Payment Request
Request a payment from client
Assign Subscription
Assign a subscription plan and send payment link
Schedule Appointment
Auto-book a session with the client
Assign Workflow
Assign a workflow template to the client
Notify Me
Send yourself a notification about this client
Add Tag
Tag the client so you can filter and segment on it later
Update Status
Change the client's status so you can spot who needs attention
Assign Habit
Assign an existing habit to the client to track
Share Resources
Share one or more resources from your vault with the client
AI Analyzer
Reviews the client, then offers you a few directions you could take. You approve before anything changes.
Click on any node to configure its settings. Each action type has specific options.
Workflows run immediately when triggered. Messages are sent, plans are assigned, and check-ins are requested automatically.
Configure each action with specific settings. Choose which plan to assign, what message to send, and how long to wait.
Toggle workflows on or off at any time. Inactive workflows won't run, allowing you to prepare automations before going live.
Test workflows on real clients before activation. See exactly what will happen step-by-step with detailed results.
Automate your client onboarding
Save hours every week with workflows that run while you sleep.
Get Started Free