Daeda Notes Setup Guide

1. Install Daeda Notes on your account here

2. Connect your account to Daeda Notes

a. Choose the account you intend to use Daeda Notes with. Then click "Choose Account"

3. Review and accept permissions

a. Review the oauth permissions Daeda Notes needs to function. Once satified, click "Connect app"

4. Optional - Set up file properties

a. If you want to use the PDF action, you need to set up a custom file property on the relevant object.b. Follow this HubSpot guide - Here

5. Create Workflows

a. Navigate to an empty workflow: Sidebar -> Automations -> Workflows -> Create Workflow -> From Scratch. Click to add a nodec. Checkout your new Daeda Note workflow nodes under Intergrated Apps -> Daeda Notes

• Must be Contact/Company/Deal/Ticket based workflow

All Finished!

Need help? Contact us at support@daeda.tech