Add internal comments to conversations with a workflow
The Internal Comment workflow action posts a team-only note to a conversation automatically when a workflow runs. The comment appears in the conversation history but is never sent to the member, so you can share context, instructions, and updates without messaging them.
Add the action
Open Automations > Workflows.
Create a new workflow or open an existing one.
Add the Internal Comment action.
Enter your comment. @mention team members in the comment to notify specific people.
Save and publish the workflow.
When to use it
Use the action whenever a workflow should hand context to your team: follow-up instructions, background on why the contact reached this point, or a heads-up for the person handling the conversation next. For example, when a high-priority lead enters a workflow, you can automatically add an internal comment that @mentions the assigned team member with the next steps.
Because the comment lives in the conversation history, your internal communication and member context stay in one place.