Add Note Automation Action

Add Note Automation Action

The Add Note action automatically attaches notes to cards when triggers fire. Use it to document automated actions and maintain audit trails.

Note Content

Static Content: A fixed note you define with optional template variables.

Template Variables:

• {{card.title}} - Card title
• {{list.name}} - Current list name
• {{user.name}} - Triggering user
• {{today}} - Current date
• {{now}} - Current date and time

Configuration Example

Note Content:
Card moved to {{list.name}} on {{now}}.
Triggered by: {{user.name}}
Previous list: {{previous_list.name}}

Common Use Cases

Audit trail: Document when and why cards moved between lists.

Stage notes: Add context when entering specific workflow stages.

Automation tracking: Note which automations ran on a card.

Time stamps: Record when significant events occurred.

Example Configurations

Stage entry log:

Trigger: Entry to "In Progress"
Note: Started work on {{now}}
Assigned to: {{assignee.name}}

Deal progression:

Trigger: Deal value changed
Note: Deal value updated to ${{card.deal_value}} on {{today}}

Completion note:

Trigger: Entry to "Done"
Note: ✅ Completed on {{now}}
Total time in pipeline: {{days_in_pipeline}} days

Source Tracking

Notes include automation source metadata:

• Which trigger created the note
• When it was created
• What action caused it

This helps distinguish automated notes from manual ones.

Best Practices

1. Be concise: Notes should be scannable
2. Include context: Why, not just what
3. Use timestamps: Track when things happened
4. Avoid clutter: Don't add notes for every action
5. Review periodically: Clean up excessive notes