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Automation Action: Create a Comment

Post a comment on records from an automation, with values from the record, an optional assignee and attachments.

Written by Brian Dollen

Create a comment posts a comment on records when an automation runs. You choose the records, write the comment, and optionally assign it to a member or attach files.

The comment stays on the record, so the discussion lives where the work is.

Example: a Risk Register table in an Enterprise Risk Management solution. When a risk is accepted, the automation comments on the risk and assigns the comment to the domain owner. The comment names the risk, its rating and the date, and attaches the sign-off PDF.

Plan Availability

All plan types.

Permissions

Administrators, in any solution, and Solution Managers, in the solutions they manage, create and manage automations.

Platform

Web

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How do I add the action?

  1. Open Automations from the Solution Menu and select Add Automation.

  2. Under When this happens, pick the trigger.

  3. Under Then do this, select Add Action.

  4. Under SmartSuite Actions, select Create a comment.


Select Records To Add Comment To

Choose Trigger, the record that started the automation, or an earlier Find records step. Every earlier Find records step is listed, whatever its table. + Create new Find Records action adds one above this step.

The action has no Solution or Table setting. It uses the table of the records you choose, and its card shows In {table name}. To comment in another table, find those records first.

Some triggers have no record, such as At a scheduled time or When webhook is received. The action then says you first need to get records with Find records, with a link to add one.

Create a comment Action Settings with Select Records To Add Comment To set to Trigger, the Comment editor, Assign To and Attachments.

Create a comment Action Settings with Select Records To Add Comment To set to Trigger, the Comment editor, Assign To and Attachments.


Comment

Comment is required. Write the text and format it with the toolbar.

To add a value, select the + icon at the right of the toolbar. Pick from Fields from Trigger. When the comment goes on found records, you can also pick fields of each record that gets it.

Typing @ does not mention anyone. To notify a member, use Assign To.


Assign To

Optional. Select the + icon and pick one of these:

  • A member from Members.

  • A member field of the record, from Members from Trigger.

  • A member field of a Find records step.

For the example, Assign To is the Domain Owner from the Find records step on Risk Domains.


Attachments

Optional. Select the + icon and pick one of these:

  • A file field of the trigger record, such as Files and Images.

  • Exported Pdf from an earlier Generate PDF step.

  • Upload files, to attach the same file to every comment.

Then select Save Automation.

Note: The assigned member gets an in-app notification and sees the comment in their assignments. An email goes out only if their setting Something has been assigned to me is on.


Frequently asked questions

Does the assigned member get an email?

Only if their email setting Something has been assigned to me is on. They always get an in-app notification. The same rule applies whether a member or an automation assigned it.

Can the comment go on a different record from the trigger?

Yes. Add Find records before Create a comment, then pick that step under Select Records To Add Comment To. Find records can search any solution.

Can I mention someone with @?

No. The action does not support mentions. Use Assign To to notify a member.

Can I attach a file?

Yes. Use a file field of the trigger record, the Exported Pdf of a Generate PDF step, or Upload files.

Need more help? Ask the SmartSuite Community, where builders, administrators and the SmartSuite team answer questions about building on SmartSuite. For your account, billing or data, select the chat button in the lower-right corner of SmartSuite to reach support.

Last verified 1 Nov 2026.

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