The Add Note action in Servis.ai makes it easy to attach updates, context, or reminders to records automatically.

You can write plain text, personalize messages with dynamic tags, and use @mentions to notify teammates directly.

Whether you're addressing a specific person, an entire team like Sales, or someone connected to the record—such as the Contact Owner—this feature helps ensure the right people stay informed.

Built for speed and flexibility, it keeps your automations organized, clear, and collaborative.

How to Set Up the Add Note Action

Name: Write down a name to identify it.

@mention To: You can use @mentions in notes to notify specific users within your Servis.ai workspace. This helps draw their attention to important details or updates in a note.

Want to learn more? Check out this article for a deeper look into how it works.

You can mention others in several ways:

• Select a specific user directly.
• Mention users listed in certain fields within records, such as Updated By, Created By, or Contact Owner.
• Mention entire roles (e.g., Sales or Support) to notify all users assigned to those roles.

This flexibility allows you to target mentions precisely or broadly, depending on your needs.

Note: This field is where you add the main content of your note using simple text input. You can:

• Insert mergetags to personalize your note
• Type @ to quickly mention specific users directly within the text

Want to learn more about mergetags? Explore this article from our Knowledge Base.

If you want to know more about other actions for the automation builder, check this article.