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Data Formatting in Automation
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== Step-by-Step Instructions == Hereβs a detailed guide on how to utilize the '''Data Formatting''' options in your automation: 1. **Access Your Automation**: - Visit the '''Automations''' dashboard. - Select the automation you wish to edit or click on '''Create Automation''' to start a new workflow. 2. **Add a New Action**: - Click on the '''+ Add Action''' button to include a new action in your workflow. 3. **Choose Data Formatting**: - In the action menu, select the data formatting option that you wish to utilize. Options include: - **Format Phone Number** - **Format Web Address** - **Capitalize Text** - **Perform Math Operations** (available to Professional and Enterprise users) - **Date/Time Adjustment** (available to Professional and Enterprise users) 4. **Configure Your Action**: - Depending on the formatting task selected, there will be fields to fill in. Configure these according to your needs. - For instance, if formatting a phone number, enter the original number and select options for country code and desired format. 5. **Review and Save**: - After setting up the action, review your configurations to ensure accuracy. - Click '''Save''' to apply the changes and integrate them into your automation.
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