Building with Walter (AI)

Written By Timothy Murenzi

Don't want to build by hand? Describe it in plain English and let Walter draft it.

  1. Click Build with AI.

  2. Type what you want, for example: "Three days after an invoice is created, if it's still unpaid, email the client a friendly reminder."

  3. Walter builds the automation — the right trigger, timing, condition, and action — and drops you into the builder.

Walter's drafts always start turned OFF. This is on purpose: you review it, adjust the wording, confirm the recipient, and then enable it yourself. Nothing goes live until you say so.

Prompts that work well:

  • "When a contract is signed, wait a day, then send the client a welcome email and create an onboarding task for me."

  • "When a lead comes in from my website form, move it to the New stage and notify me."

  • "When a product sits in Pending for 5 days, remind the assigned designer."

Tip — Walter is a starting point, not the final word. It gets you 90% there in seconds. Always read the draft, personalize the message in your own voice, and test it before enabling.