A note template is like a big red AUTOMATION button. Any time we need to automate or track something and we aren't sure how to do it, we can create a note template. Applying a note template can trigger an e-mail, a task, the application of a tag, and so on.
Many of the recipes in this book leverage note templates, so understanding the experience of applying one to a contact record is a key to building a great workflow.
Scroll down to the Tasks section of the contact record.
In the Notes section, select the note we need to apply using the Note Template... dropdown and click on the Add Note button:
