Overview:
Trigger tasks or notifications based on note content (e.g., keywords like “escalate”) to streamline follow‑up actions.
Steps:
Go to Automation & AI → Workflows.
Click + New Workflow and choose Note Added as the trigger event.
In the trigger settings, add a Condition: Note text contains your keyword.
Add an Action (e.g., “Create Task: Follow up on escalation”).
Activate the workflow.
Tips & Best Practices:
Use unique keywords (e.g., “#urgent”) to avoid false positives.
Test your workflow with a sample note to verify it fires correctly.
Include a Delay (e.g., 5 minutes) if you want to batch multiple notes before triggering.
Troubleshooting / FAQs:
Workflow didn’t trigger: Check that the note event and keyword match exactly, and that the workflow is Active.
Too many tasks created: Refine your condition (e.g., “contains #urgent” rather than “contains urgent”).