I would love to be able to create a sales automation workflow based on the “notes” or based on logging an email. Currently the only notes you’re able to create workflow triggers based on are the call log notes. I feel this feature would be incredibly beneficial, especially when using the mobile app as it defaults to a “note”.
Yes we face similar issues.
Also we are looking at ways to assign user/owner to a note when a note is created from a workflow.
Or when doing bulk import in case we miss the Activity assigned to field. Maybe a Notes-based workflow would be great.
2026 and definitely could use this functionality. Running a workflow based off a contact or a company isn’t feasible for working with notes.