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Sticky Note

Keep your workflow easy to read with notes, labels, and visual grouping.

What sticky notes help you do

Sticky notes help you explain the workflow on the canvas.

Use them to:

  • label each section of the process

  • leave instructions for teammates

  • group related steps before publishing

Create a sticky note

There is one way to create a sticky note.

  1. In the Workflow Builder screen, click the three-dot menu in the top bar.

  2. Select Add sticky note.

  3. The sticky note appears on the canvas.

Add and update content

You can:

  • Duplicate the sticky note.

  • Enter content inside the sticky note.

  • Use Markdown formatting inside the note.

Markdown formatting guide

Bold text

Wrap text with double asterisks:

**Bold** → Bold

Italic text

Wrap text with single asterisk:

*italic* → italic

Headings

Insert link

Unordered list

Use * before each item.

Ordered list

Use numbers 1, 2, 3...

Insert image

Add #full-width to make the image span the full width of the note.

Embed YouTube video

The YouTube video must allow embedding.

Good examples

Use sticky notes for short, practical text.

Examples:

  • Lead qualification

  • Approve orders above $5,000

  • Send final answer to customer

Move and resize a note

Use sticky notes to make the canvas easier to review.

You can:

  • drag a note anywhere on the canvas

  • place it behind related nodes

  • resize it to cover a section of the workflow

This works well for large workflows with multiple stages.

Delete a sticky note

When a note is no longer needed, delete it from the sticky note controls.

Best practices

Use sticky notes well by following three rules:

  • keep each note focused on one message

  • name sections by business purpose, not technical detail

  • update notes when the workflow changes

Good section labels:

  • Customer input

  • Review and approval

  • Send report

Less useful labels:

  • Node group 1

  • Logic here

  • Test area

Tip: If another person can understand the workflow in one quick scan, your sticky notes are doing their job.

Next steps

  • Keep the full workflow readable in Appearance.

  • Organize workflows consistently in Tags.

  • Review finished runs in History.

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