# Create note Source: https://neondeerdata.com/docs/platform/automations/steps/create-note/ Step · Notes and tasks Adds a note to a record, with this app as the author. ## Inputs | Label | Key | Type | Required | Notes | | ---------- | ------------------------ | --------------------------------------- | -------- | ---------------------------------------------------------------------------------------------------------------------------- | | Title | `title` | Text | Yes | | | Format | `format` | Choice: Rich text, Markdown, Plain text | Yes | Starts as Rich text. Variables cannot be wired. Rich text shows a rich-text Content editor; the other two show a text input. | | Content | `content_rich / content` | Rich text / Text | No | | | Record | `parent_record` | Record | Yes | Pick a record of any object, or wire a record variable. | | Meeting ID | `meeting_id` | Text | No | Links the note to a meeting. Empty is treated as unset. | ## Outputs | Label | Key | Type | Always set | Notes | | ------------ | ------------ | ---- | ---------- | ----- | | Note ID | `note_id` | Text | Yes | | | Meeting ID | `meeting_id` | Text | No | | | Created note | `note` | Note | Yes | | ## How it behaves - Rich text is converted to markdown and sent as markdown. Markdown is sent as written; plain text is sent literally. - The note’s author is the app, not a workspace member. - Not idempotent: if the step runs again, a second note is created. ## Errors Fails when - No record: `Pick a record (or wire a record variable).` - An invalid Meeting ID is rejected by Attio and fails the step (not retryable). For errors that every step can return, see [Troubleshooting](https://neondeerdata.com/docs/platform/automations/troubleshooting/). ## Notes - There is no input for author, tags, mentions or attachments. ## Example After a form submission, add a summary note to the matching company. **Example inputs** | Input | Value | | ------- | -------------------------------------------------- | | Title | Website enquiry | | Format | Markdown | | Content | `**Interest:** Data migration` `**Team size:** 40` | | Record | Acme Corp (companies) | **Example outputs** | Output | Value | | ------------ | ------------------------------------ | | Note ID | 0a1b2c3d-4e5f-4a6b-8c7d-9e0f1a2b3c4d | | Created note | Website enquiry | The note is authored by the app. Running the step again creates a second note.