> For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocumentation.gitbook.io/user-documentation/crm-v2/tags/using-tags-inside-automation-and-workflows.md).

# Using Tags Inside Automation & Workflows

### Steps to Use Tags Inside Automation / Workflow

1. Go to **Automations → Create Workflow**
2. Give a **Workflow Title**
3. Click **+ → Custom Webhook** → Generate Hook
4. Capture sample data → **Save**
5. Click **+ → CRM → Tags**
6. Choose an option:
   * **Assign & Create Tag (if not exists)**
   * **Assign Existing Tag**
   * **Remove Tag**
7. Map **Contact ID**
8. Enter **Tag Name** (use comma for multiple tags)
9. Click **Run & Save**
10. Check **Run History** → Save & **Enable Workflow**

{% embed url="<https://youtu.be/Y2qErITssQ4>" %}


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