Add notes to your Zaps – Zapier

You can document key information about each step in your Zap as a reminder to yourself and to help you better collaborate with your teammates.

You can document information about each step in your Zap. Create step notes to:

*   Help you understand how and why you’ve built each step. 
*   Collaborate with your teammates by providing context for your Zap setup.
*   Help you revise and troubleshoot your Zaps.

## Add a note to your Zap:

You can add a note to your Zap to describe your complete workflow.

### Create a Zap note

*   In the editor, click **Edit Zap**.
*   Click the **note icon** in the right sidebar.
*   In the expanded right sidebar, you can either:
    *   Manually enter a **note** in the _Zap notes_ input box.
    *   Click **Generate with AI** above the _Zap notes_ input box to automatically create a Zap note.
*   Publish the Zap to save your note.

### Edit a Zap note

*   In the editor, click **Edit Zap**.
*   Click the **filled note icon** in the right sidebar.
*   In the expanded right sidebar, you can either:
    *   Click the **Zap notes input box**, then manually edit the **note**.
    *   Click **Regenerate with AI** above the _Zap notes_ input box to automatically create a new Zap note.
    *   A dialog box will appear so you can compare the newly generated note to the previous note.
*   Publish the Zap to save your note.

### Delete a Zap note

*   In the editor, click **Edit Zap**.
*   Click the **note icon** in the right sidebar.
*   In the expanded right sidebar, click the **Zap notes input box**.
*   Delete the **content of the note**.
*   Publish the Zap to finish deleting the note.

## Add notes to your Zap steps

You can add notes to each Zap step to describe the specific setup for that step. 

### Create a step note

*   In the editor, you can either:
    *   Click the **note icon** in a step header to expand the right sidebar and open the step note for that step.
    *   Click the **note icon** in the right sidebar to expand it.
        *   Click **\+ Add a note**.
        *   In the dropdown menu, select a **step**.
        *   In the note field, enter a **note**.
*   In the expanded right sidebar, you can either:
    *   Manually enter a **note** in the _Zap notes_ input box.
    *   Click **Generate with AI** above the _Zap notes_ input box to automatically create a Zap note.
*   Publish the Zap to save your note.

### Edit a step note

*   In the editor, you can either:
    *   Click the **filled note icon** in a step header to expand the right sidebar and open the existing step note for that step.
    *   Click the **note icon** in the right sidebar to expand it.
        *   In the _Step notes_ section of the expanded right sidebar, click the **down arrow** next to the step note you want to edit.
*   In the note field, edit the **note**.
*   Publish the Zap to save your note.

### Delete a step note

*   In the editor, you can either:
    *   Click the **filled note icon** in a step header to expand the right sidebar and open the existing step note for that step.
    *   Click the **note icon** in the right sidebar to expand it.
        *   In the _Step notes_ section of the expanded right sidebar, click the **down arrow** next to the step note you want to delete.
*   In the input box, delete the **content of the note**.
*   Publish the Zap to finish deleting the note.

## Limitations

*   If you're a member of a [Zapier Enterprise account](https://zapier.com/app/billing/plans) and your account admins or owners enabled [publishing restrictions](https://help.zapier.com/hc/en-us/articles/21705940108941), you must request their approval before you can add notes to your Zap.
*   The saved note will only exist in the [Zap draft](https://help.zapier.com/hc/en-us/articles/8496260938125). You must publish the Zap to view the note in the published Zap.
*   You can enter up to
    *   5000 characters in a Zap note.
    *   500 characters in a step note.
*   The Notes section in the right sidebar only displays steps that have notes.
*   You must agree to Zapier’s [AI Supplementary Terms](https://zapier.com/legal/ai-supplementary-terms) to use AI features like Generate with AI.