Farming customer success: remove web visitor notes from CRM

Customer support ops at farms see CRMs full of 'web visitor' notes, causing agents to misprioritize tickets and delay triage. Delete those auto notes on creation so agents see relevant history and begin triage sooner.

Overview

Customer support ops at farming companies risk delayed issue triage when CRMs fill with auto-generated web-visitor notes. This workflow purges those notes on creation so agents see only relevant history, reducing missed follow-ups while keeping an audit trail.

Notable Features

Remove web visitor notes automatically
Filter notes by content triggers
Keep audit trail of deletions