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. 

Note

You must agree to Zapier’s AI Supplementary Terms to use AI features like Generate with AI.

Create a Zap note

  • In the editor, click the note icon  in the right sidebar.
  • In the expanded right 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.
  • Click anywhere outside the input box to save the note.
Note

The saved note will only exist in the Zap draft. You must publish the Zap to view the note in the published Zap.

Edit a Zap note

  • In the editor, click the note icon  in the right sidebar.
  • In the expanded right 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.
  • Click anywhere outside the input box to save the note.

Delete a Zap note

  • In the editor, click the note icon  in the right sidebar.
  • In the expanded right sidebar, click the Zap notes input box.
  • Delete the content of the note.
  • Click anywhere outside the input box to finish deleting the note.
Note

You can enter up to 5000 characters in a Zap 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 right sidebar and open the step note for that step.
    • Click the note icon in the right 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 right 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.
  • Click anywhere outside the input box to save the note.

Edit a step note

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

Delete a step note

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

The Notes section in the right sidebar only displays steps that have notes.

miscEye icon Note

You can enter up to 500 characters in a note.

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