Scenario Notes in Make.com: Complete How-To Guide

Scenario notes in make.com let you document what your automations do, why they exist, and how to use them. Adding clear notes makes it easier to maintain, share, and troubleshoot scenarios over time.

What Are Scenario Notes in Make.com?

Scenario notes are short text descriptions you attach to a scenario inside the editor. They live with the scenario configuration, so anyone who opens it can quickly understand its purpose.

On the source page from the official documentation at help.make.com, scenario notes are described as a simple but powerful way to keep track of details that are not visible from modules alone.

You can use scenario notes in make.com to:

• Describe what the scenario does in plain language.
• Record business rules or logic that are not obvious.
• Explain important settings, filters, and routers.
• Give onboarding instructions to new collaborators.
• Track changes, decisions, or known limitations.

Why Use Scenario Notes in Make.com?

As your automations grow, it becomes harder to remember how every scenario works. Scenario notes in make.com reduce that cognitive load and help teams stay aligned.

Key benefits include:

• Faster onboarding: New team members can read notes and understand what each scenario does without reverse engineering flows.
• Easier maintenance: When you revisit a scenario months later, notes show the original intent and constraints.
• Better collaboration: Notes provide a shared reference that anyone with access can read.
• Lower risk of mistakes: Clear documentation helps avoid accidental changes that break business rules.

How to Add Scenario Notes in Make.com

Adding scenario notes in make.com is straightforward and takes only a few clicks.

Step-by-Step: Add a New Scenario Note

1. Open your scenario.

   In the dashboard, select the scenario where you want to add documentation and open it in the scenario editor.

2. Locate the scenario settings area.

   In the editor interface, find the panel or icon where general scenario options are available. This is where the scenario note field is accessible.

3. Open the notes field.

   Click the option or icon that reveals the notes section. A text area will appear where you can type your scenario description.

4. Enter your note.

   Write a clear summary of what the scenario does, who owns it, and any key rules. Keep it concise but informative.

5. Save your changes.

   Confirm or save the note so it becomes part of the scenario configuration.

Once saved, the scenario note will be available to anyone who can open the scenario in make.com.

Best Practices for Scenario Notes in Make.com

To get the most value from scenario notes in make.com, follow these practical guidelines taken from the intent of the official documentation.

Describe the Scenario Purpose

Start every scenario note with a one- or two-sentence description of the goal. For example:

• “Sync new CRM leads to the email platform and tag them by source.”
• “Notify accounting when new paid invoices are created, then log them in the reporting sheet.”

This makes it obvious why the scenario exists.

Document Key Business Rules

Some rules are not obvious from the modules alone. Use scenario notes in make.com to record them, such as:

• Which records should be included or excluded.
• How often the scenario should run and why.
• Special handling for edge cases or VIP customers.

Highlight Important Filters and Routers

If your scenario uses complex filters or routers, describe the logic in the note. Include:

• Which routes correspond to which conditions.
• Any priority rules between routes.
• Where to look first when troubleshooting.

Track Ownership and Contacts

Scenario notes in make.com are also helpful for indicating who is responsible for maintenance. Add details such as:

• Scenario owner or primary contact.
• Team or department name.
• Related documentation or ticket references.

Keep Notes Current

Outdated notes can be misleading. When you change a scenario, review the scenario notes and update them to match the new behavior.

Editing and Maintaining Scenario Notes in Make.com

Scenario notes are not static; you can revise them whenever your automation changes.

How to Edit Existing Notes

1. Open the scenario in the editor.

   Access the same scenario that already has a note.

2. Return to the notes section.

   Click the note area in the scenario settings.

3. Update the text.

   Adjust the description to reflect new modules, logic, or rules.

4. Save your updates.

   Confirm the changes so they are visible to all collaborators.

When to Update Notes

Update scenario notes in make.com whenever you:

• Add or remove major modules.
• Change routing, mapping, or key filters.
• Switch data sources or destinations.
• Change ownership or business processes.

Using Scenario Notes in Team Workflows on Make.com

In shared workspaces, scenario notes become a communication tool that supports collaboration.

Aligning Team Members

Teams working together in make.com can use notes to define:

• Scope of the scenario.
• Dependencies on other scenarios or systems.
• Service-level expectations (for example, how quickly data should sync).

Supporting Reviews and Audits

When scenarios are audited or reviewed, notes provide quick context. Reviewers can see:

• Business intent of the automation.
• Known limitations or accepted risks.
• Links to external specifications or tickets.

Learn More About Make.com and Scenario Documentation

For more detail on scenario notes and related features, consult the official documentation at help.make.com, which explains where the notes field appears and how it behaves in the interface.

If you need help designing a documentation strategy around make.com implementations, you can also work with automation and process experts such as Consultevo to create standards for naming, notes, and scenario structure.

Summary: Using Scenario Notes Effectively in Make.com

Scenario notes in make.com are a lightweight but essential tool for documenting your automations. By adding clear descriptions, rules, and ownership details, you help every collaborator understand what a scenario does and how to work with it safely.

Whenever you build or change an automation, take a moment to revise the scenario notes. Over time, this simple habit keeps your make.com environment easier to manage, scale, and troubleshoot.

Need Help With Make.com?

If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.

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