Add notes to your Zaps

You can document key information about each step in your Zap as a reminder to yourself and to help you better collaborate with your teammates.

You can document information about each step in your Zap. Create step notes to:

  • Help you understand how and why you’ve built each step. 
  • Collaborate with your teammates by providing context for your Zap setup.
  • Help you revise and troubleshoot your Zaps.

 

Add a note to your Zap:

You can add a note to your Zap to describe your complete workflow.

Create a Zap note

  • In the editor, click Edit Zap.
  • Click the note icon in the left sidebar.
  • In the expanded left sidebar, you can either:
    • Manually enter a note in the Zap notes input box.
    • Click Generate with AI above the Zap notes input box to automatically create a Zap note.
  • Publish the Zap to save your note.

Edit a Zap note

  • In the editor, click Edit Zap.
  • Click the filled note icon in the left sidebar.
  • In the expanded left sidebar, you can either:
    • Click the Zap notes input box, then manually edit the note.
    • Click Regenerate with AI above the Zap notes input box to automatically create a new Zap note.
    • A dialog box will appear so you can compare the newly generated note to the previous note.
  • Publish the Zap to save your note.

Delete a Zap note

  • In the editor, click Edit Zap.
  • Click the note icon in the left sidebar.
  • In the expanded left sidebar, click the Zap notes input box.
  • Delete the content of the note.
  • Publish the Zap to finish deleting the note.

 

Add notes to your Zap steps

You can add notes to each Zap step to describe the specific setup for that step. 

Create a step note

  • In the editor, you can either:
    • Click the note icon in a step header to expand the left sidebar and open the step note for that step.
    • Click the note icon in the left sidebar to expand it.
      • Click + Add a note.
      • In the dropdown menu, select a step.
      • In the note field, enter a note.
  • In the expanded left sidebar, you can either:
    • Manually enter a note in the Zap notes input box.
    • Click Generate with AI above the Zap notes input box to automatically create a Zap note.
  • Publish the Zap to save your note.

Edit a step note

  • In the editor, you can either:
    • Click the filled note icon in a step header to expand the left sidebar and open the existing step note for that step.
    • Click the note icon in the left sidebar to expand it.
      • In the Step notes section of the expanded left sidebar, click the down arrow next to the step note you want to edit.
  • In the note field, edit the note.
  • Publish the Zap to save your note.

Delete a step note

  • In the editor, you can either:
    • Click the filled note icon in a step header to expand the left sidebar and open the existing step note for that step.
    • Click the note icon in the left sidebar to expand it.
      • In the Step notes section of the expanded left sidebar, click the down arrow next to the step note you want to delete.
  • In the input box, delete the content of the note.
  • Publish the Zap to finish deleting the note.

 

Limitations

  • If you're a member of a Zapier Enterprise account and your account admins or owners enabled publishing restrictions, you must request their approval before you can add notes to your Zap.
  • The saved note will only exist in the Zap draft. You must publish the Zap to view the note in the published Zap.
  • You can enter up to
    • 5000 characters in a Zap note.
    • 500 characters in a step note.
  • The Notes section in the left sidebar only displays steps that have notes.
  • You must agree to Zapier’s AI Supplementary Terms to use AI features like Generate with AI.
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