Format text

Format text transforms a text value using formatting rules — such as uppercase, lowercase, trim, or find-and-replace — before passing it to the next step. Use it to clean up dynamic content or normalize data between steps.

How it works

1. The automation reaches the Format text step
2. You provide the input text and select the formatting operation
3. The step applies the transformation and outputs the result
4. The formatted text is available to downstream steps via dynamic content

Set up the action

1. Open the automation builder and add a new step
2. Under Advanced, select Format text
3. Configure the input text and formatting operation

tip

Use Add dynamic content to insert the text you want to format from a previous step. Chain multiple Format text steps for complex transformations.

Outputs

After the step runs, the formatted text value is available to downstream steps via Add dynamic content.

Related resources

• Actions overview — Browse all available actions
• Data expressions in automations — Extract and transform data between steps
• Logic & flow control — If/else branches, delays, and jump steps
• Creating and configuring automations — Build and configure workflows