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The Create a Note action enables you to add a note to an associated record within a workflow automation. This is useful for updating records with quick details or logging important information seamlessly.

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How to configure the Create Note action

While setting up a Smart Flow, select the Create Note action. Screen Shot 2025-01-01 at 3.02.59 PM.png Once the Create Note action is selected, configure it by providing the following details:
  • Name: Assign a clear and descriptive name to the action to easily identify its purpose in the flow.
  • Description: Add a description for better understanding.
  • Select Record: Use the record that triggered the flow: This option will add a note to the record that has triggered the smart flow.Use the record provided here and update it using the form: Here you need to select the record variable for which you like to add a note.Note: Enter the message or content you want to add as a note. This field supports a **Rich Text Editor (RTE)**for formatting.Pin this Note: Enable this option if you want the note pinned. By default, it is disabled.Once the configuration is completed, hit Save.
Screen Shot 2025-01-01 at 3.06.38 PM.png

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Practical Example:

A sales manager wants to ensure that follow-up notes are automatically added to a deal record after completing a sales call. Screen Shot 2025-01-01 at 3.10.59 PM.png