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Add a note to the company

Add a note to the company creates a note on the company record in scope. Use it to log milestones, summarize conversations, or capture context from earlier automation steps. This action is available on company-scoped triggers.

How it works​

  1. The automation reaches the step with a company in scope
  2. The step creates a note with the content you configured
  3. The note appears on the company's activity timeline
  4. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Advanced, select Add a note to the company
  3. Configure the fields:
FieldRequiredDescription
NoteYesThe text content of the note. Supports dynamic content from previous steps.
tip

Use Add dynamic content to include data from earlier steps — for example, an AI-generated summary or a form submission body. This creates a rich, contextual note without manual input.

Outputs​

This action produces no outputs available to downstream steps.