Actions & steps reference (the "do")

Steps run in order, left to right along the canvas. Add one with + Add step at the top right of the builder, then click it to set it up in the Node Configuration panel.

Timing

• Wait / delay — pause for minutes, hours or days before the next step.

• Wait for another event — pause until a follow-up event happens, or a timeout passes (see Timing).

• Only if… — branch: continue only when a condition is met (see Conditions).

Communication

• Send email — a branded email from your studio. Set it up with:

  • Send via — Branded email (studio). (My connected mailbox is coming soon.)

  • To — The client (main contact), Main contact + project stakeholders, The record owner (studio), The task assignee, The lead contact, or A specific email…

  • CC / BCC (team members) — click team members to copy them in.

  • Open email editor — write the subject and message (see below).

• Send notification — drop an in-app notification for the studio owner, specific team members or the client portal.

The email editor

Click Open email editor on a Send email step.

• Redraft with Walter — Walter reads the automation's trigger and steps and writes an email that fits. Type a hint in the box beside it (e.g. "warmer, shorter, add the deadline") and click Rewrite to adjust.

• Subject and Message — the message box has bold, italic, underline, links, lists and alignment.

• Insert a form link… — drop a link to one of your forms into the message.

• Attach file — attach a document to every email this step sends.

• Merge fields — click a chip to insert it: {client-name}, {client-email}, {project-name}, {invoice-number}, {estimate-number}, {contract-title}, {amount}, {task-name}, {lead-name}, {form-name}, {vendor-name}, {po-number}, {item-name}, {hours-left}, {days-overdue}, {slip-days}, {new-delivery-date}, {confidence-score}, {install-date}, {at-risk}, {change-pct}, {drift-pct}, {allowance-category}. They fill in when the email sends — but only if that information exists for the trigger.

• Click Save email.

Tasks

• Create task — create a task on a project and (optionally) assign it.

• Check (approval) — pause until a person approves. They get an Automation Needs Approval task; Approve continues the automation, Not approve stops it.

• Update task status — set the triggering task to a status.

• Assign task — assign a member to the triggering task, with an optional due date.

• Create Asana task — push a task into the Asana project linked to the triggering project.

Projects

• Update project status — change the related project's status.

• Set project phase — move the related project to a phase.

Leads

• Move lead stage, Set lead status (open/won/lost), Add lead note, Create lead task

Combine steps into a real workflow. One automation can notify your team, wait two days, check whether the invoice is still unpaid, and then email the client.