GoHighLevel Add to Notes Guide

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How to Use the GoHighLevel Add to Notes Workflow Action

If you are documenting CRM activity in tools like ClickUp and want a similar level of automation inside GoHighLevel, the Add to Notes workflow action is essential. This action lets you automatically attach time-stamped notes to a contact whenever a workflow runs, helping your team track context, conversations, and automation history with minimal manual effort.

What the GoHighLevel Add to Notes Action Does

The Add to Notes action in GoHighLevel allows you to create a note on the contact record directly from a workflow. The note is stored in the contact’s activity section and is visible to your whole team, making it easy to understand why a workflow step ran or what information was captured at that point in the journey.

Typical uses include:

  • Logging why a tag was added or removed.
  • Recording that an email or SMS sequence was started.
  • Saving key data pulled from custom fields.
  • Documenting form or survey submissions.

Because the note is created automatically, your CRM log remains complete without asking team members to add notes manually.

Where to Find the Add to Notes Action in GoHighLevel

You can add this action to any workflow in your GoHighLevel account. The option appears in the list of available actions when building or editing a workflow.

  1. Open your GoHighLevel account and navigate to the relevant sub-account (location).
  2. Go to Automation and choose Workflows.
  3. Open an existing workflow or click to create a new one.
  4. Inside the workflow canvas, click the plus (+) icon to add an action.
  5. From the action list, select Add to Notes.

Once selected, the Add to Notes action will appear as a step in your workflow, ready for configuration.

How to Configure Add to Notes in GoHighLevel

After you add the action to your workflow, you need to define the content of the note. The configuration is simple and focuses on the Note field.

Step 1: Open the Action Settings

  1. Click on the Add to Notes step in your GoHighLevel workflow.
  2. The settings panel will open on the right-hand side (or in a settings modal, depending on your interface).

Step 2: Enter the Note Content

The core part of this action is the Note text box. This is what will be stored on the contact record each time the workflow runs.

You can type:

  • Plain text notes, such as “Contact entered onboarding sequence”.
  • Short internal comments, like “Qualified by sales team”.

Use clear and consistent language so your team can easily understand what happened at this step.

Step 3: Use Dynamic Contact Fields in GoHighLevel Notes

To make the notes more informative, you can insert dynamic contact fields from GoHighLevel. This lets you automatically include personalized or contextual data inside the note.

For example, you might add:

  • “Lead source: {{contact.source}}”
  • “Booked call on: {{appointment.start_time}}”
  • “Survey result: {{contact.custom_field.survey_score}}”

Dynamic fields pull live data from the contact record at the moment the workflow runs, ensuring each note is tailored to that specific contact.

Best Practices for Using GoHighLevel Add to Notes

To get maximum value from this feature, follow these practical guidelines when building your workflows.

Keep Notes Short but Descriptive

A note should be easy to scan. Aim to summarize the key event or data point in one or two sentences. For example:

  • “Contact moved to warm prospects. Last engagement: {{last_activity}}”
  • “Customer renewed subscription. Plan: {{contact.custom_field.plan_type}}”

Standardize Note Formats in GoHighLevel

Create internal conventions for how your team writes automated notes. This might include:

  • Starting each automated note with a label, such as [WF] for workflow-generated notes.
  • Using similar wording across all related workflows.
  • Always including the main outcome of the step, such as “tag added”, “pipeline stage changed”, or “campaign started”.

Consistent formatting makes searching and reading notes easier for everyone.

Combine Add to Notes With Key Workflow Events

Place your GoHighLevel Add to Notes actions immediately after important workflow actions, such as:

  • Tagging or untagging a contact.
  • Moving a deal to a new pipeline stage.
  • Adding or updating a custom field with crucial information.
  • Opt-in confirmations or subscription changes.

This ensures each major change on the contact record has a matching note that explains why it occurred.

Example: Simple GoHighLevel Workflow Using Add to Notes

Below is a basic example of how you might structure a workflow to log a note when a contact submits a form.

  1. Trigger: Form submitted.
  2. Action: Add tag “New Lead”.
  3. Action: Add to Notes.

In the Add to Notes action, your note could be:

“[WF] New lead form submitted. Form: {{form.name}} | Source: {{contact.source}}”

Now, whenever a lead submits that form, GoHighLevel will automatically:

  • Tag them as a new lead.
  • Create a note that documents the event and includes key data.

Troubleshooting and Tips for GoHighLevel Notes

If your notes are not appearing as expected, review the following:

  • Workflow status: Confirm the workflow is published and active.
  • Placement of the action: Ensure the Add to Notes step is not after a branch that the contact never reaches.
  • Dynamic fields: Check that the fields you reference actually exist and hold data.
  • Test contacts: Run a test with a sample contact to verify the final note text.

Regular testing helps you refine your automation and maintain accurate documentation in the contact record.

Why Use Add to Notes in GoHighLevel Workflows

Automated notes provide several advantages inside GoHighLevel:

  • They create a clear audit trail of automation activity.
  • They reduce manual data entry for your team.
  • They help support and sales staff quickly understand a contact’s history.
  • They increase transparency across your entire CRM process.

By thoughtfully inserting this action into strategic points of your workflows, you turn your contact timeline into a reliable source of truth for every interaction and automation event.

Additional Resources

To dive deeper into automation strategy and implementation beyond the basics of this GoHighLevel feature, you can explore expert guidance and services at Consultevo.

If you want to see the original reference material for this specific workflow action, review the official documentation at GoHighLevel Help Center: Workflow Action – Add to Notes.

By following the steps and best practices above, you can confidently use the Add to Notes workflow action in GoHighLevel to keep your CRM organized, informative, and fully documented for your entire team.

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