The "Notes" tab within "Manage Knowledge" provides a simple way to add small pieces of information to your workflow without needing to upload documents or scrape websites. This is ideal for:
- Quick Updates: Quickly adding information that might change frequently (e.g., a temporary promotion, a known issue with a workaround).
- Specific Instructions: Providing clear, concise instructions or answers that are not readily available in existing documents or web pages.
- Internal Knowledge: Adding company-specific information, acronyms, or processes that are not publicly documented.
- Pricing Updates: Quickly inputting changes to pricings.
How to Use Notes:
- When adding new workflows or editing an existing one, go to "Manage Knowledge".
- Go to the "Notes" tab.
- Type the relevant info and click "Save changes"
- Note: There's a limit of 3000 characters
Advantages of Using Notes:
- Speed: Notes are added and become available to the workflow almost instantly.
- Simplicity: No need to create or manage separate documents.
- Flexibility: Easily update or remove notes as information changes.
By combining Web Sources, Documents, and Notes, you can create a comprehensive and adaptable knowledge base for your Eloquent workflows. Remember to prioritize the method that best suits the type and longevity of the information you need to add.