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Add-on · Automations

Any tool can react to an event.
This one waits for the one that never comes.

Most automation is fire-and-forget: something happens, do a thing. A Workroom run can park itself and listen for the future. Send a contract, and the run waits for the signature — for three days. If it never arrives, the timeout branch sends the reminder. Nobody had to remember, and nobody had to check.

A studio principal closing a laptop at a desk at dusk in an otherwise empty design studio, one lamp lit and the city out the window.
Silent shipment → chase the vendor Active + Add stepHistorySaved

Three runs no connector could build. Pick one and press play — the canvas is the real builder.

Trusted by the studios doing the work

37 triggers
across leads, projects, products, estimates, invoices, contracts, tasks, forms, receiving and computed thresholds
Wait-for
a run can pause and listen for a later event, with a timeout branch
Plain English
describe the rule and Walter drafts it — you review before it runs
No per-task
not metered by the run, and not another subscription to reconcile
The interesting part

A run that parks itself and listens

Almost every automation product models the world as when this, do that. The useful cases in a design studio are the opposite shape: chase the thing that hasn't happened. A contract nobody signed. An estimate nobody responded to. An invoice nobody paid.

  • The run starts when the contract is sent.
  • It parks, waiting for a contract signed event, with a three-day timeout.
  • If the signature arrives, the run completes quietly and nobody is chased.
  • If it doesn't, the timeout branch fires and the reminder goes out.

The same backbone that powers every trigger also powers the waiting — which means you can compose behaviors we never specifically built. It's also the foundation for what comes next: triggers that fire on a computed value crossing a line, and on the downstream consequences of one thing slipping. See the roadmap →

1
Contract sentThe run begins
2
Wait for: contract signedTimeout after 3 days
Signed in time

Run completes. No reminder, no nagging a client who already did the thing.

Three days pass

Timeout branch fires. A branded reminder goes to the client, and the studio is notified.

Why not just use Zapier

Generic plumbing doesn't know what an approval is

It's the standard advice, and it's wrong for this trade. A connector can move a row between two apps. It cannot know that a product was approved by the client, that a project moved into documentation, or that an estimate was viewed and then ignored.

The usual way

Zapier · Make · manual reminders

  • Generic connectors, priced per task
  • Blind to designs, phases and approvals
  • Brittle multi-app chains to maintain
  • Technical setup — or it never gets built
With Workroom

Studio-native, plus Walter

  • Triggers on projects, leads, contracts, invoices
  • Delays, branches and wait-for-event gates
  • Acts on real data: emails, tasks, statuses, leads
  • Describe it in plain English — Walter builds it
Triggers

Events from the studio, not from a connector

These are the moments a design business actually turns on. Every one of them can start a run, and every one carries its record with it — so the email knows which client, and the task knows which project. The last two groups are the ones a connector cannot reach: they fire on a countdown running out or a computed number crossing a line, not on a row changing.

Leads

  • Lead created, manually
  • Lead created from a form
  • Lead stage changed
  • Lead status changed

Contracts

  • Contract sent
  • Contract viewed
  • Contract signed
  • Contract declined

Estimates

  • Estimate created
  • Estimate viewed
  • Estimate approved

Invoices

  • Invoice created
  • Invoice paid
  • Payment made

Projects

  • Project created
  • Project phase changed
  • Project status changed

Products

  • Product added to project
  • Product approved by client
  • Product declined by client

Tasks

  • Task created
  • Task assigned
  • Task status changed
  • Task completed

Time, team & forms

  • Time logged
  • Time threshold reached
  • Team member added
  • Contact added
  • Form submitted

Procurement & receiving

  • Item received
  • Delivered on time
  • Silent shipment
  • Lead-time drift
  • Claim window elapsed

Computed thresholds

  • Install confidence dropped
  • Change orders vs budget
  • Allowance overrun
Template library

30 runs already built for this trade

Not "send a Slack message when a row changes." Claim windows that close on you, vendors who go quiet, install dates that stop being true, allowances that quietly drift. Pick one, read what it does, and switch it on.

    Automation completed

    Every one of these is editable on the canvas — or describe your own and Walter drafts it.

    Walter builds it

    Describe the rule. Review the draft. Switch it on.

    The reason most studios have no automation isn't that they don't want any — it's that building it is a technical afternoon nobody has. So you describe what you want in a sentence, Walter drafts a working automation, and you read it before anything runs.

    • Nothing runs unreviewed. Walter produces a draft; you enable it.
    • Or start from a template — thirty of them, from kickoff checklists to claim windows, install confidence and change-order cascades.
    • Or build it by hand on the canvas, with conditions, delays and branches, then watch it run step by step.
    • Pause anything, at any time, and see how many times it has run.
    Build an automation with AIDescribe what you want to automate in plain English. Walter drafts it — you review and enable it.
    When an estimate is approved, create a project kickoff task and email the client a welcome note.
    Or try one of these
    Email the client 3 days after an invoice is created if it is still unpaid When a contract is sent but not signed within 5 days, remind the client When a new project is created, create an onboarding task and notify the team When a lead comes in from my contact form, notify me and add a follow-up task
    CancelBuild draft
    The connected record

    What a run can actually do

    Send a branded email

    From the studio's branded address or a connected mailbox, with merge tags for the client, project, invoice or contract — and a form link attached if you want one.

    Create and assign tasks

    Spin up a whole kickoff checklist against the new project and put each task on the right person.

    Move the work along

    Set a project's phase or status, or move a lead down the pipeline, without anyone dragging a card.

    Notify the right person

    The record owner, the studio, or whoever needs to know — on the record rather than in a group chat.

    Draft a contract

    A lead entering a stage can auto-draft its agreement — always a draft, never sent without a person. Contracts →

    Start from a form

    A form submission is a trigger like any other, so an enquiry can notify you, create the follow-up and open the lead. Forms →

    Questions we hear

    Automations, specifically answered

    Why not just use Zapier?

    Because a generic connector doesn't know what an approval is. It can move a row between two apps, but it can't trigger on a product being approved by a client or a project moving into documentation, and it charges you per task to do the moving. Workroom's triggers are the studio's own events, and the actions operate on the studio's own records.

    What does "wait for an event" actually mean?

    A run can pause mid-flow and listen for something that hasn't happened yet, with a timeout. Send a contract, wait for the signature, and if three days pass without one, the timeout branch sends the reminder. It's the same engine that handles every trigger — which is why the pieces compose into workflows nobody specifically programmed.

    Will it email a client without me knowing?

    Only if you built and enabled an automation that does. Walter drafts automations but never enables them; you review first. Everything can be paused, and every automation shows how many times it has run.

    Do we need someone technical to set this up?

    No. Describe the rule in a sentence and Walter builds a working draft, or start from one of thirty templates — grouped by outreach, task creation, claim windows, shipments and lead time, vendor reliability, install confidence, budget thresholds, client cascades and the lead pipeline. The canvas is there if you want to wire it yourself.

    Is it priced per run?

    No. It's part of the platform rather than a metered service with a task counter, which is the difference between automating the things worth automating and rationing them.

    See the connected workflow

    Tell us the thing you keep forgetting to chase.

    We'll build the automation for it on the call — in plain English, in about a minute — and you can decide whether to switch it on.