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Workflow Sticky Notes
March 17, 2026
If you’ve ever opened an automation and thought to yourself, “hmmm… what was this automation for?”, this update is for you.
Previously available in the Advanced Builder, you can now add images, color-code branches, or leave text annotations directly inside your workflows. Sticky notes are only visual references and do not impact the automation logic in any way. This allows you to makes notes about what your automation is doing - what happens before or after - or why certain things happen the way they do. It’s a great tool for refreshing your own memory or communicating important pieces of information for other team members.
Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first. This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.
You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages
