Configuring Note Added Triggers

1. Navigate to the 'Automation' section.

2. Initiate the process by selecting 'Create Workflow'.

3. Choose to 'Start from Scratch'.

4. Proceed to 'Add New Trigger'.

5. Take advantage of the search bar, look for 'Note Added'.

6. Locate and select 'Note Added'.

7. Enhance your search by opting to 'Add filters'.

8. In the filters, choose 'Doesn't Have Tag'.

Using the "Doesn't Have Tag" filter, this process will only trigger when notes are added to a contact that does not have the specific tag selected in the filter section.

9. Now change your filter selection to 'Has Tag'.

By selecting the "Has Tag" filter, the workflow will only activate when a note is added to a contact that has the specified tag.

10. Conclude your workflow configuration by hitting 'Save Trigger'.