Automations
Add Lead Note Node
2 min readnode-add-note
Append a note to the lead's activity timeline for context, audit, or team visibility.
Add Lead Note Node
Writes a note to the lead's activity feed. Notes are visible to everyone with access to the lead record and serve as an audit trail of what happened in the automation.
When to use it
- Log the AI qualification score and reasoning against a lead record.
- Record that a payment link was sent, with the amount and timestamp.
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Required fields
| Field | Type | Required | Description |
|---|---|---|---|
| note | string | Yes | Note text — {{variables}} supported |
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Variables available
This node does not produce output variables.
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Step-by-step setup
- Add an Add Lead Note node.
- Write the note — include relevant variables:
Lead scored {{variables.score}}/100 — {{variables.reason}}. - Place it after the node whose output you want to log.
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Example config
json
{
"note": "Automation ran at {{variables.timestamp}}. AI score: {{variables.score}}. Payment link sent: {{variables.stripeResult.url}}"
}
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Tips & gotchas
- Notes are append-only — you can't edit them after the automation writes them.
- Use notes liberally in complex automations to make debugging easier — they give you a full audit trail in the lead view.
- Combine with Move Pipeline Stage and Create Task for a complete activity record.