Add Note Automation Processor

Overview

The Add Note automation creates CRM notes on deals when they enter a specific pipeline stage. It tracks activity and logs notes for audit trail.

Source File: queue-manager/queues/deals/automations/note.js
Triggered By: queue-manager/services/deals/automations.js
Business Impact: MEDIUM - Deal documentation

Processing Logic

sequenceDiagram
    participant AUTO as Automation Service
    participant QUEUE as Note Queue
    participant DEAL as Deals
    participant NOTE as CRM Notes
    participant ACTIVITY as Activity Log

    AUTO->>QUEUE: Add automation job
    QUEUE->>DEAL: Find eligible deals

    loop For Each Deal
        QUEUE->>NOTE: Create note
        NOTE-->>QUEUE: Note ID
        QUEUE->>ACTIVITY: Log note activity
        QUEUE->>DEAL: Mark automation triggered
    end

Key Features

Note Creation

const note = await new CRMNote({
  account: accountID,
  created_by: userID,
  content: automation.data.content,
  deal: dealID,
  type: 'deal',
}).save();

Activity Logging

const activityData = {
  activity_type: 'note',
  auth: {
    account_id: accountID,
    uid: userID,
    account: { is_owner: false },
  },
  data: {
    type: 'deal',
    deal_id: dealID.toString(),
    activity_details: noteID.toString(),
  },
};
await addActivity(activityData.data, false, activityData.activity_type, activityData.auth);

Collections Used

Input: deal-automation
Query: deal
Create: crm-note
Create: activity

Use Cases

Example: Stage Entry Note

// Automation
{
  stage_id: "qualified",
  action: "add_note",
  data: {
    content: "Lead has been qualified and moved to qualified stage by automation"
  },
  delay: 0
}

Performance

Execution Time: 200-500ms per deal
Complexity: LOW
Lines of Code: 175