How to use the Text Formatter workflow action in Highlevel

• Getting Started with Text Formatter
• Exploring Text Formatter Actions
• Practical Use Cases for Text Formatter
• Encouragement to Try

Streamlining text manipulation and formatting within your workflows can significantly boost your efficiency and accuracy. In this blog, we’ll delve into HighLevel’s Text Formatter, showcasing its functionalities and practical applications to enhance your CRM processes.

Text formatting can be a game-changer in managing customer interactions and data. HighLevel’s Text Formatter offers a robust set of tools to manipulate text, ensuring your workflows run smoothly and efficiently. This guide will walk you through the essentials of the Text Formatter and its practical applications.

Getting Started with Text Formatter

To begin using the Text Formatter, navigate to the Automations section in HighLevel and create a new workflow. Within your workflow, you’ll find the Text Formatter as an action. Here’s how you can set it up:

1. Add a New Action:
   • Click the plus icon to add an action.
   • Search for “Text Formatter” in the action list.
2. Select the Action Type:
   • Choose from various actions such as uppercase, lowercase, title case, and more.
   • Popular actions include “Extract Email” and “Extract URL.”
3. Select the Field:
   • Determine the field from which you want to draw the text, such as message body, email, phone number, address, etc.

Exploring Text Formatter Actions

HighLevel’s Text Formatter provides a wide array of actions to modify text. Here are a few commonly used actions:

• Uppercase: Converts all text to uppercase.
• Lowercase: Converts all text to lowercase.
• Title Case: Capitalizes the first letter of each word.
• Extract Email: Extracts email addresses from text.
• Extract URL: Extracts URLs from text.

Practical Use Cases for Text Formatter

To illustrate the versatility of the Text Formatter, let’s explore three practical use cases that can streamline your workflows:

Use Case 1: Extracting Emails from Messages

1. Trigger Setup:
   • Use a customer reply trigger to start the workflow.
2. Add Text Formatter Action:
   • Select “Extract Email” as the action type.
   • Set the field to “Message Body.”
3. Store the Extracted Email:
   • Use the extracted email to populate a spreadsheet for targeted ads.
   • Access the custom value tags from the Text Formatter to input into the desired field.

Use Case 2: Crafting AI Responses with Lowercase Text

1. Set Up AI Workflow:
   • Use the chat GPT workflow to generate an AI response to customer messages.
2. Format Text to Lowercase:
   • Add a Text Formatter action to convert the AI-generated text to lowercase.
   • This can create a more human and approachable tone in your responses.
3. **Send

• Use the formatted text to send an SMS or email response.

Use Case 3: Creating Family-Friendly Text Replacements

1. Trigger Setup:
   • Start the workflow based on a specific event or customer interaction.
2. Replace Text Action:
   • Use the Text Formatter’s “Replace Text” action to swap out words or phrases.
   • For instance, replace the word “heck” with a more family-friendly alternative.
3. Deploy the Modified Text:
   • Send the modified text via DM, SMS, or email.

Encouragement to Try

HighLevel’s Text Formatter is a powerful tool that can significantly enhance your automation workflows by allowing precise text manipulations. Whether you need to extract data, format responses, or replace text, the Text Formatter reduces the need for manual intervention and custom development, making your business processes more efficient.

Feel free to experiment with the Text Formatter in your HighLevel CRM to see how it can simplify and optimize your workflows. Happy automating!