Use pre-built recipes in the CodexFit Automator

Watch how to take a pre-built recipe and customise it for your studio in minutes — no code required.

What recipes are

Automator comes with a library of pre-built recipes for the moments your studio deals with every day — milestones, birthdays, referrals, late cancellations, and more. Each recipe is a ready-made workflow: a trigger and a chain of actions already connected and working. You don't start from a blank canvas — you start from something proven, and make it yours.

How to use a recipe

1. Browse the library. Go to Business Settings > Automator Workflows > Browse recipes and pick the one that matches what you want to automate.
2. Open it on the canvas. Every recipe shows its full chain — the trigger that starts it, and the actions that follow (emails, points, tags, and more).
3. Check the trigger. Confirm it's listening for the right event, and adjust any conditions so it only fires when you want it to.
4. Customize the actions. Edit the copy, rewards, amounts, or tags in each step to match your studio's voice and rules. You can also add, remove, or reorder actions — the recipe isn't fixed.
5. Use dynamic fields. Most recipes insert details like a member's name or the specific milestone automatically, so every send feels personal without manual work.
6. Test before you go live. Use Test run to run the recipe against a real member's data and see exactly what would happen — with zero risk of sending anything live.
7. Save and enable. Once you're happy with the test result, save the workflow and switch it from Disabled to live.

Tips

• Duplicate a recipe before editing if you want to keep the original as a template.
• You're not limited to the recipe library — once you're comfortable customizing recipes, you can build workflows from scratch using the same triggers and actions.
• Re-run Test run any time you make a change, to confirm the workflow still behaves as expected.

Need help?

If you run into an issue while customizing a recipe, contact support and reference the recipe name and workflow ID (shown at the top of the canvas).