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Note adds visual documentation to your workflows without affecting data flow. Perfect for explaining workflow logic, providing instructions to team members, and creating professional workflow templates.

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When to Use It

Use this node to:
  • Document complex workflow logic for team members
  • Add setup instructions for workflow templates
  • Explain business rules and decision criteria
  • Create workflow sections and organize canvas layout
  • Share context and reasoning behind workflow design

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How It Works

Note nodes are pure documentation - they don’t connect to other nodes or process data. They exist solely to provide context and instructions on your workflow canvas.

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Key Features

No Data Flow:
  • No input or output connections
  • Doesn’t affect workflow execution
  • Pure visual documentation
Markdown Support:
  • Format text with bold, italic, and lists
  • Create headers, links, and structured content
  • Rich text formatting for professional documentation
Locking Capability:
  • Lock notes to prevent accidental editing
  • Locked notes can’t be moved or edited
  • Perfect for finalized templates and shared workflows

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Inputs

FieldTypeRequiredDescription
Note ContentText AreaNoYour documentation text with markdown support
Additional styling options (width, height, color, lock) are available in advanced settings

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Markdown Formatting

You can style your notes using standard markdown: 
# Main Title
## Section Header

**Important:** This workflow runs daily at 9 AM

*Required setup:*
- Connect Google Ads account
- Set up reporting spreadsheet
- Configure email recipients

[Link to documentation](https://docs.company.com)

> **Note:** Always test before publishing

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Locking Notes

When to Lock:
  • Finalized workflow templates
  • Critical instructions that shouldn’t change
  • Shared workflows with multiple editors
  • Production workflows to prevent accidents
Locked Note Behavior:
  • Cannot be moved on canvas
  • Text editor won’t open when clicked
  • Prevents accidental modifications
  • Maintains template integrity

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Best Practices

Content Organization:
  • Use clear, descriptive titles
  • Break up long text with headers and lists
  • Include contact information for questions
  • Link to external documentation when helpful
Visual Organization:
  • Use consistent colors for different note types
  • Position notes near relevant workflow sections
  • Size notes appropriately for content length
  • Group related notes together
Team Collaboration:
  • Include setup requirements and prerequisites
  • Document any manual steps or dependencies
  • Explain complex business logic
  • Provide troubleshooting tips

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FAQ

No, notes are purely visual and don’t process data or affect workflow execution in any way. They’re for documentation only.
The note is propbaly locked. Locked notes cannot be edited or moved to prevent accidental changes. If you need to edit it, unlock the note first by clicking on the red lock icon in top right corner of the note.
Yes, you can use markdown formatting for text styling and choose background colors for the note. Advanced styling options are available in the note settings.
Use consistent colors for different note types (blue for instructions, yellow for warnings, green for success criteria) and position notes near relevant workflow sections.
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