Add notes to workflows
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Maggie Tirado
It would be an awesome addition if we could leave custom notes on action steps and triggers in our own wording to explain how they work in case we forget in the future or for new user!
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Prasoon Dadhich
complete
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Claudia Whetstone
Prasoon Dadhich Thank you so much!
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Keith Besherse
Thank You Prasoon Dadhich!
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Prasoon Dadhich
in progress
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Yanick Webster
Prasoon Dadhich It would also be cool if we could print these notes & the workflow layouts. It would be helpful for having a training doc for staff members that they could reference.
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Prasoon Dadhich
Yanick Webster We are planning to add a "Download" feature but can't comment on a timeline now
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Joshua Jurkovich
Any updates on when this will be created?
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Darren Skeats
Be great if you can also @ a user on the account so that it triggers a notifcation to them to look at the note on that deal.
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MidniteSystems // Nic P
Hello. I am a Cyber Security student currently in networking and I want to suggest this to help the automation builders. I use the automation section to help Instagram account with thousands of followers comb through there dms
Please add the functionality to create color boxes to separate and easily identify automation tiles.
Below is a link to an image from cisco.com I use the Cisco Packet Tracer in school and it has the functionality to create colored boxes to help separate the devices loaded on on the board.
THIS would be huge. The Automation board is just plain white and can make editing automations hard. If we could place semi transparent colored boxes or any shape behind the automation tile you create a easier way for us to track our huge automation
I cant tell you how many times Ive edited the wrong thing and got to far before noticing and Im sure I'm not the only one
This would be a tool to up our game and I have more ideas if your interested to hear about them
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Skyler Talley
MidniteSystems // Nic P This looks so awesome, would love to learn more about what this does and how it works
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MidniteSystems // Nic P
Skyler Talley Its in automated Instagram chatbot designed to captured leads within a Instagram account of over 200k once you past a certain amount of followers theres no way to respond to everyone. Btw that once screenshot was one of 7.
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Skyler Talley
MidniteSystems // Nic P That is absolutely mental! Would you be open to chat on a zoom? Would love to check this out, love seeing how powerful you can make automations.
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MidniteSystems // Nic P
Skyler Talley Yeah lets get set up through email. wyatt@midnitesystems.com
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Nathan Leighton
This would be even better if we could add a video explainer to the workflows - even better still if an AI could write up what the workflow was doing and add the notes its self!
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Keith Besherse
Nathan Leighton, on the settings tab?
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Nathan Admin
Keith Besherse floating so as soon as you open the workflow it’s there and you can watch while you work
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Keith Besherse
Nathan Admin, interesting thought. Some of my workflows are so complex that I cannot imagine having a video player on the screen while I am trying to check alternate paths for the If/else conditions.
Your suggestion seems like what I mean when I say "working on workflows is always a three-tab task."
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Prasoon Dadhich
Merged in a post:
Instructions for Workflows
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Stand Out Funnels
Workflows needs a place for us to add Instructions/Use Case Direction/Update Notes so that team members know what the workflow is for, what the use case is, and what updates have been made and WHY. I know you can see changes but the WHY is missing. We've run into this with making workflows for clients who then change them because they don't understand the logic or their teams don't.
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Srikanth Chellaboina
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Prasoon Dadhich
planned
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GJ
Prasoon Dadhich: Need the notes/comments available when a snapshot is created.
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Keith Besherse
GJ yes. very necessary so the gaining account admin can have the workflow instructions/description.
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Prasoon Dadhich
Merged in a post:
Ability to add Notes to a WorkFlows and Triggers and Campaigns
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Kalel - REI Reply
It would be very user friendly and tremendously helpful to have the ability to add a note to workflows and trigger so we can self document what our workflows and triggers do. We may forget what a particular workflow or trigger does. We can open the workflow or trigger, review the note, which could be a high level summary or reminder or whatever - describing the workflow or trigger. Zapier provides something similar to this for their zaps.
#2nd Related Request
Make this "note" available or accessible and/or editable from the Automations list view for all workflows, triggers and campaign.
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