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What are recipes and how can I use them for my business?
What are recipes and how can I use them for my business?

Learn what recipes are in Automations, and how they can benefit your business and save you time.

Kelly Yoon avatar
Written by Kelly Yoon
Updated over 3 months ago

What Are Recipes in Automation?

Recipes are predefined templates that help you set up Automations quickly and easily. They provide step-by-step instructions for common tasks, making automation simple without needing advanced technical skills.

Key Benefits of using Recipes with Optix Automations:

  1. Quick Start: Use ready-made templates to begin automating tasks immediately.

  2. Ease of Use: Follow clear instructions to set up workflows.

  3. Customization: Adjust recipes to suit your specific needs.

  4. Best Practices: Implement solutions optimized by experts.

How to use Recipes in Optix

To view the available Recipes:

  1. Click on the Automations tab in the Optix dashboard

  2. Click Add automation

  3. Browse through available Recipes on the Recipes List page

  4. To view a specific Recipe, click on Details >

On the Recipe page, you are able to:

  1. View a Preview of the Recipe

  2. Turn the Recipe on immediately, by clicking on Set live:


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  3. To edit or change the Recipe before setting it live, click on Open in editor:

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