Workflow Action: Create Note

Automatically Add Notes to Keep Context in One Place

The Create Note action allows you to automatically log important details on a record as part of a workflow. This helps your team stay informed with the latest context, updates, or instructions, without having to add notes manually.

What Is It?

When triggered, this action adds a custom note to the activity timeline of the record. It's a great way to:

• Document an interaction

• Leave reminders for teammates

• Add internal comments tied to specific actions or changes

How to Use

1. In the Workflow Editor, click + Add Action.

2. Select “Create Note.”

3. Enter your desired note content in the text box.

4. Click Save to add the action to your workflow.

Example Use Cases

• When a record is added to a specific list, create a note like:
  "Lead added to High-Intent List. Monitor engagement for the next 3 days."

• When a tag is removed, log a note:
  "Removed ‘Unresponsive’ tag — lead replied to campaign."

• After a status change to 'Hot Lead', create a note:
  "Status updated to Hot Lead. Prioritize follow-up within 24 hours."