Daeda Notes supports both HTML formatting and visual style presets to create professional, scannable notes that stand out in your CRM timeline.
Format text with HTML, use color-coded styles, and create visually distinctive notes.
When you need notes to be more than plain text - for emphasis, organization, or visual hierarchy.
Better readability, faster scanning, clearer communication, and more professional documentation.
Daeda Notes provides four visual style presets that add background color and icons to your notes:
Clean white background, no icon Standard documentation, routine notes, general information
- Regular workflow documentation
- Standard activity logging
- General team updates
- Most common use case (70% of notes)
Light blue background, info icon Informational updates, confirmations, status changes, positive notifications
- Status updates ("Deal moved to Proposal")
- Confirmations ("Payment received")
- Process milestones ("Onboarding completed")
- General notifications
- Positive updates
- MQL qualification notifications
- Deal stage progressions
- Successful workflow completions
- Meeting confirmations
Light yellow background, warning icon Cautions, attention needed, important reminders, action required soon
- Important deadlines approaching
- Action items requiring attention
- Cautions and reminders
- Things that need follow-up
- "Contract renewal in 30 days"
- "Missing required information"
- "Follow-up needed by Friday"
- "Payment pending"
Light red background, error icon Failures, critical issues, problems requiring immediate action, workflow errors
- Workflow action failures
- Critical issues
- Immediate action required
- Problems blocking progress
- "Data enrichment failed"
- "Payment declined"
- "Required field missing"
- "API call failed"
Daeda Notes supports these HTML tags for formatting:
<strong>Important text</strong>
<b>Also bold</b>
<em>Emphasized text</em>
<i>Also italic</i>
<strong><em>Bold and italic</em></strong>
<ul>
<li>First item</li>
<li>Second item</li>
<li>Third item</li>
</ul>
<ol>
<li>Step one</li>
<li>Step two</li>
<li>Step three</li>
</ol>
<ul>
<li>Main item
<ul>
<li>Sub item</li>
<li>Sub item</li>
</ul>
</li>
<li>Another main item</li>
</ul>
<a href="https://example.com">Click here</a>
<a href="{{deal.proposal_url}}">View proposal</a>
First line<br>
Second line<br>
Third line
Paragraph one<br><br>
Paragraph two
Section one
<hr>
Section two
<strong>Status:</strong> Approved<br>
<strong>Approver:</strong> {{owner.name}}<br>
<strong>Date:</strong> {{today}}
<div style="background: #f0f0f0; padding: 20px; border-radius: 5px;">
<span style="color: #333; font-size: 14px;">Status: Approved</span>
</div>
HubSpot may strip complex HTML for security.
Action items: Review proposal, Schedule call, Send contract
<strong>Action Items:</strong>
<ul>
<li>Review proposal</li>
<li>Schedule call</li>
<li>Send contract</li>
</ul>
<strong>Deal Summary</strong><br><br>

<strong>Amount:</strong> {{deal.amount}}<br>
<strong>Stage:</strong> {{deal.dealstage}}<br>
<strong>Close Date:</strong> {{deal.closedate}}<br><br>

<strong>Next Steps:</strong>
<ul>
<li>Send proposal by EOD</li>
<li>Schedule demo for next week</li>
<li>Follow up with decision maker</li>
</ul>
The style preset affects the note's background color and icon, while HTML formatting affects the content structure.
Error (red background)
<strong>Workflow Failed</strong><br><br>

<strong>Error:</strong> Data enrichment service timeout<br>
<strong>Record:</strong> {{contact.email}}<br>
<strong>Time:</strong> {{today}}<br><br>

<strong>Required Actions:</strong>
<ul>
<li>Verify contact email is valid</li>
<li>Manually enrich data</li>
<li>Re-enroll in workflow</li>
</ul>
Red-highlighted note with clear error details and action items
Info (blue background)
<strong>Proposal Sent Successfully</strong><br><br>

Proposal: <a href="{{deal.proposal_url}}">View Document</a><br>
Sent to: {{contact.email}}<br>
Sent by: {{owner.name}}<br><br>

<strong>Next Steps:</strong>
<ul>
<li>Follow up in 2 business days</li>
<li>Answer any questions</li>
<li>Schedule contract review call</li>
</ul>
Blue info note with clickable proposal link and formatted next steps
Info
<strong>Status Update:</strong> {{status}}<br><br>

<strong>Updated by:</strong> {{owner.name}}<br>
<strong>Date:</strong> {{today}}<br>
<strong>Previous status:</strong> {{previous_status}}<br>
<strong>New status:</strong> {{new_status}}
Warning
<strong>Action Required</strong><br><br>

<strong>Due Date:</strong> {{due_date}}<br>
<strong>Owner:</strong> {{owner.name}}<br><br>

<strong>Tasks:</strong>
<ul>
<li>Task one</li>
<li>Task two</li>
<li>Task three</li>
</ul>
Error
<strong>Error Encountered</strong><br><br>

<strong>Error Type:</strong> {{error.type}}<br>
<strong>Time:</strong> {{timestamp}}<br>
<strong>Affected Record:</strong> {{record.id}}<br><br>

<strong>Resolution Steps:</strong>
<ol>
<li>Step one</li>
<li>Step two</li>
<li>Step three</li>
</ol>
None
<strong>Meeting Summary</strong><br><br>

<strong>Date:</strong> {{meeting.date}}<br>
<strong>Participants:</strong> {{participants}}<br>
<strong>Duration:</strong> {{duration}}<br><br>

<strong>Key Points:</strong>
<ul>
<li>Point one</li>
<li>Point two</li>
<li>Point three</li>
</ul>
<br>

<strong>Action Items:</strong>
<ul>
<li>Action one - Owner: {{owner1}}</li>
<li>Action two - Owner: {{owner2}}</li>
</ul>
Info (if approved) or Warning (if denied)
<strong>Approval Decision</strong><br><br>

<strong>Decision:</strong> {{approval.decision}}<br>
<strong>Approver:</strong> {{approver.name}}<br>
<strong>Date:</strong> {{today}}<br>
<strong>Comments:</strong> {{approval.comments}}
Use workflow tokens to insert dynamic data:
<strong>Deal Updated</strong><br><br>

<strong>Deal Name:</strong> {{deal.dealname}}<br>
<strong>Amount:</strong> {{deal.amount}}<br>
<strong>Stage:</strong> {{deal.dealstage}}<br>
<strong>Owner:</strong> {{owner.firstname}} {{owner.lastname}}<br>
<strong>Close Date:</strong> {{deal.closedate}}
While you can't use if/then inside the note content, you can use workflow branches:
<strong>High Value Deal Alert</strong><br><br>
Amount: {{deal.amount}} <strong>(Above $50,000)</strong>
<strong>Deal Update</strong><br><br>
Amount: {{deal.amount}}
Tags appear as text instead of formatting
HubSpot filters certain HTML for security
- Stick to basic tags listed above
- Avoid
<script>, <style>, inline CSS - Test HTML in a note editor first
- All tags are properly closed
- No unmatched opening/closing tags
- Nested tags are in correct order
<strong><em>Text</strong></em>
<strong><em>Text</em></strong>
- Using proper
<a> tag syntax - URLs include https://
- Quotes around href value
<a href="https://example.com">Link</a>
for the note's purpose (Info most common, Error rare)
(lists, bold, line breaks)
- avoid complex HTML
- establish team standards for note formats
- verify HTML renders correctly
- make notes dynamic and data-rich
- scannable > comprehensive