Adding comments to workflow actions allows you to give context to an automated process and collaborate with your team.
For example, you may want to leave a comment on a delay action to explain why an email should be sent out at a certain time.
Comments can be added to all workflow actions, including if/then branches. You can edit or delete a comment after adding it.
To add a comment to a workflow:
- In your HubSpot account, navigate to Automation > Workflows.
- Click the name of the workflow.
- Hover over the action that you want to comment on. In the bottom right of the action, click the comment icon .
- In the comment field, type your comment.
- To save your comment, click Save or hit enter. Once a comment has been added to an action, the comment icon will display so that others know the action has been commented on.
- To edit or delete your comment, click the comment icon , then click Actions and select Edit or Delete. You can only edit or delete your own comments.
