Hello everyone,
I’ve noticed that note naming has been an ongoing issue for many of us over the years, so I wanted to open a discussion about how you set proper note etiquette in your instances.
In our studio, we use a webhook that catches newly created notes that use the default naming by SG and renames them to follow a more consistent format. However, we’ve found that the email notification system within SG triggers before our webhook can rename the notes. As a result, every email notification from a new note uses the default note name, which isn’t very helpful thanks to Create’s “New note” for everything. This makes the process of reviewing notes more cumbersome and difficult to sort through on our inboxes.
I’m curious about how do you handle note naming and email notifications on your end? How do you manage this internally on your different studios?
We reached out to SG support, but their suggestion to use Zapier and overwrite email headers on top of an already complex infrastructure didn’t seem like the most elegant solution…
Thank you!!! 