New workflow blocks
Let your workflows handle the follow-up.
Find tasks pulls exactly the tasks you need, filtered by assignee, referenced record, due date, and more, and lets you drill into any task's properties: content, assignees, linked records, and more.
Create note writes a note directly onto a record from inside a workflow.
Chain Find tasks, a Custom Agent, and Create note to close the loop automatically: surface the tasks that need attention, run the research or summarize the call, then write the result straight onto the record where your whole team can see it.
See the full library of workflow blocks in the Help Center.