Add Note Step

The Add Note step automatically adds a note to a record in Bullhorn ATS as part of an automation. Notes are attributed to the Bullhorn Automation API User, so every automated action is properly documented and traceable without manual entry.

Use this step to log communication history, capture workflow milestones, or record activity across contact, job, and placement records, right where your team needs it.

Common Reasons You Might Use the Add Note Step

  • You want to log that an automated email was sent to a candidate or contact.

  • You need to record when a candidate completes a survey or form submission.

  • You want notes to appear on both the contact record and the related job or placement record.

  • You need an audit trail of automation activity without manual data entry.

  • You want to document that a placement reached a key milestone in your workflow.

Availability

You can use the Add Note step in automations for the following record types:

CandidatesContactsJob SubmissionsJobsLeadsPlacements

How Notes Appear by Record Type

Where a note appears in Bullhorn ATS depends on which automation type you are using.

  • Candidate, Contact, and Lead automations: Notes are added to the candidate or contact record.

  • Job and Placement automations: Notes are created with the job or placement as the related entity. The note appears on both the contact record and the job or placement record, so your team can see relevant activity without switching between records.

  • Job Submission automations: Notes are added to the related candidate or contact record.

The Add Note step supports Merge Tags in all automation types.

Adding the Add Note Step

Place the Add Note step at the desired point in your automation workflow.

Type your note in the Comments field and select a Note Action.

You can add merge tags by clicking the Merge TagsClosed Merge tags enable the use of Bullhorn ATS or Bullhorn Automation imported data to populate content. They are utilized in emails, notifications, and text messages where applicable. option.

Use Cases

Track Email Activity

  • Automatically log email interactions for clear visibility. For example:
  • After every Send Email step, add an Add Note step to log that an email was sent.
  • This ensures that all communication is documented in the candidate or contact record.
  • Example Note:"Automation Email sent: Follow-up on application status."

Record Workflow Steps

  • Document progress through an automation workflow for auditing and tracking purposes.
  • Use the Add Note step to indicate that a specific task, like a survey or form submission, has been completed.
  • Example Note: "Survey completed: Candidate Satisfaction Survey."

Log Activity on Job and Placement Records

When you use the Add Note step in a job or placement automation, the note is linked to the job or placement as the related entity. The note automatically appears on both the contact record and the job or placement record.

  • Use this to keep job and placement records current without manual entry.

  • Team members reviewing a job or placement can see relevant notes directly, without navigating to a separate contact record.

  • Example note: "Placement confirmed: Onboarding automation triggered."

FAQ

Can I use merge tags in my note text?

Yes. Click the Merge Tags option in the Add Note step to insert dynamic data (such as a candidate's name or job title) into the note.

Who does the note show as being authored by?

All notes created by the Add Note step are attributed to the Bullhorn Automation API User.

If I use the Add Note step in a job automation, will the note appear on the candidate's record too?

Yes. Notes created in job and placement automations appear on both the contact record and the related job or placement record. You do not need to navigate between records to see the full context.