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Add notes to the map, and build with the AI assistant

Write a note on the trigger, on any step, or anywhere on the map to explain why. And ask the assistant to build or edit the automation from your description.

5 minUpdated Oct 27, 2026

Open in Corteksa

Before you start · for owners and managers

The permission to edit workflows

You need: The permission to edit workflows

Steps

On the map, press Note on the trigger or a step, or add a free sticky note.

Optional: press Write it for me to have AI write the note.

To hide the notes, turn off Show notes.

Press Ask AI and write what you want, such as “Remind the client one day before their appointment”.

Answer its questions, review the plan, then press Approve & build.

Notes

One note per node, and up to 50 sticky notes. They don’t change what the automation does, and they aren’t part of the versions.

Deleting a step deletes its note. Copying carries the notes over.

Write it for me drafts a note in your language from the step’s setup, and it uses your AI balance.

The assistant

It builds the automation on the map step by step, after you approve. You can also open it from Describe it to AI when you choose the trigger or a step.

Before you approve, you can type a change to the plan, or press Decline.

On a live automation, the button reads Approve as a draft: its changes are saved as a draft, and records keep the current version until you publish.

It never publishes or turns anything on. A new automation is created turned off, and publishing is your decision.

It uses your AI balance. See Cortex AI: your complete guide to the assistant.