What Is Notes in Automation Workflows?
Notes can be linked to a particular step in the workflow or added as standalone annotations on the canvas to describe broader logic or context and remain visible to all users who have the appropriate permissions. Notes can be created either directly from a node or from the workflow canvas and are aggregated in a dedicated sidebar for easier navigation and review.
Why Notes in Automation Workflows Matters
Automation workflows often contain complex logic and multiple decision points. Without embedded documentation, important context can be lost or scattered across external tools such as documents or chat threads.
Notes in Automation workflows address this by:
- keeping explanations and decisions directly within the workflow structure
- reducing time spent searching for context outside the Automation module
- improving onboarding for new team members
- supporting smoother handover of workflow ownership
- increasing transparency in how and why workflow logic is implemented
This helps teams maintain consistency and reduces the risk of misinterpreting workflow behavior.
Key Capabilities
Add notes to workflows
Users can attach notes to both individual nodes and directly on the workflow canvas.
- notes can describe logic or expected behavior
- notes can highlight important configuration details
- notes can capture decisions, dependencies, or assumptions
- notes can include reminders or instructions for teammates
Notes collector
All notes in a workflow are collected in a single panel.
- users can review all notes in one place
- the sidebar shows who created each note and when
- selecting a note centers the canvas on the corresponding node or its location on the canvas, making it easier to navigate complex workflows
Toggle visibility of notes
The notes panel can be shown or hidden.
- users can switch between a clean workspace and a full contextual view
- this supports both focused editing and documentation review
How Notes in Automation Workflows Works
- Open a workflow in the Synerise Automation Hub.
- Choose a node or a place on the canvas where additional context or explanation is needed.
- Add a note by either:
a. clicking the note icon on the canvas and selecting a node or a place on the canvas.
b. opening the node and selecting the Add note option.
c. opening the node’s context menu (three dots) selecting the Add note option.
- Enter the annotation and save it.
- View all notes in the sidebar panel, including metadata such as author and creation date.
- Click any note in the sidebar to automatically navigate to the corresponding workflow step.
- Optionally hide or show the notes panel depending on the preferred workspace view.
Example Use Case
A marketing automation team builds a multi-step workflow for personalized messaging.
While configuring conditions and actions, the team adds notes to key nodes explaining why specific segmentation rules are used and which campaigns depend on them. A team member flags a node as requiring review before activation. They also place additional notes on the canvas to explain overall workflow logic and dependencies between steps.
Later, a new team member takes ownership of the workflow. Instead of searching through chat history or documentation, they review the notes directly in the Automation canvas, understand the logic, and safely update the workflow.
FAQ
What is a note in Synerise Automation?
A note is an annotation that can be attached to a specific node or placed directly on the workflow canvas, used to capture context, explain logic, document decisions, or provide instructions related to a particular step within the workflow.
Can notes be added without opening a node?
Yes. Notes can be created directly from the workflow canvas using a note icon, without opening node settings.
Can notes be added without attaching them to a node?
Yes. Notes can be placed directly on the workflow canvas as standalone annotations to describe broader logic or context.
Where are all notes in a workflow stored?
All notes are collected in a sidebar within the workflow, where users can review them in one place.
Can users navigate from a note to a workflow step?
Yes. Clicking a note in the sidebar automatically centers the canvas on the node it is attached to.
Are notes visible to all team members?
Based on the available information, notes are visible to everyone working on the automation.
Key Facts
| Attribute | Value |
|---|---|
| Feature | Notes in Automation Workflows |
| Product | Synerise |
| Module | Automation |
| Purpose | Add contextual annotations directly to workflow nodes and canvas |
| Scope | Workflow-level |
| Interaction | Canvas and node-level note creation |
| Navigation | Sidebar with clickable notes linked to nodes |
| Visibility | Shared among users working on the workflow |
Related Concepts
- Automation workflows
- Workflow documentation
- Team collaboration in automation
- Event-driven logic design
- Workflow governance and ownership
TL;DR
Notes in Automation workflows is a feature in the Synerise Automation module that allows users to attach comments directly to workflow nodes and canvas. It enables teams to document logic, share context, and navigate workflows more efficiently by keeping all explanations inside the automation structure, improving collaboration, onboarding, and workflow transparency.
