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    Official Guide

    Text Formatter - How to format text the way you want

    Learn how to use the Text Formatter in workflows to clean, extract, and format text data automatically.

    What is the Text Formatter?

    • The Text Formatter is a workflow action that allows you to manipulate text strings. You can use it to capitalize names, extract emails or phone numbers from a block of text, split text into parts, and more.

    How to Add the Text Formatter Action

    • 1. Inside a workflow, click the '+' icon to add a new action.
    • 2. Search for 'Text Formatter' and select it.
    • 3. Choose the specific formatting operation you want to perform from the dropdown.

    Common Formatting Operations

    • - Capitalize: Converts the first letter of a string to uppercase (e.g., 'john' to 'John').
    • - Lowercase/Uppercase: Converts the entire string to lower or upper case.
    • - Extract Email/Phone: Finds and extracts an email address or phone number from a larger block of text.
    • - Split Text: Divides a string into multiple parts based on a separator (like a comma or space).
    • - Replace: Replaces a specific word or character with another.

    Using the Formatted Output

    • Once the Text Formatter action runs, it creates a variable with the result.
    • You can use this result in subsequent actions by selecting 'Custom Values' > 'Text Formatter' > 'Result'.

    Search Tags

    • Tags: workflow, text formatter, format, extract, automation

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