The Find and Replace tool allows you to locate values from previous steps in an automation and replace, remove, or modify them directly within the flow. It is especially useful when the data received is inconsistent—different sources often send phone numbers, names, or identifiers in varying formats. Instead of manually correcting the data or adding complex logic, you can standardize them in a single step.
The tool works similarly to the Find and Replace function in a spreadsheet, but operates directly within your automation.
How to use it
Step 1: Add the tool to the flow
Go to Workflows > Automations in the main menu, select the automation where you want to add the tool, or create a new one.
Add the Find and Replace tool between the steps that need data correction. Select it and save the configuration.
Step 2: Configure the parameters
When you open the tool's settings, you will find the following fields:
Where to replace: select the field that contains the value to be modified. This can be data received from a previous step, such as a phone number or a name.
What to replace: enter the value you want to find.
Replace with: enter the replacement value.
Search mode: defines how replacements are applied when multiple matches are found.
The search mode options are:
Only the first match: replaces only the first occurrence of the searched value.
Only the last match: replaces only the last occurrence.
All matches: replaces every occurrence of the searched value.
Step 3: Map the result to the next step
Open the configuration of the next step in your automation. Click on the field where you want to insert the corrected result and select, from the list of available variables, the output of the Find and Replace tool. Save the changes and run the automation. Below you can see an example applied to a Google Sheets integration.
When to use it
The tool is useful for standardizing data before it moves to the next step. Some common scenarios:
Correcting phone number formats that arrive with inconsistent prefixes.
Unifying company or contact names written with variations.
Removing unwanted characters in codes or identifiers.
Adjusting email addresses with incorrect domains.
Normalizing country names in databases when different sources use variants like "USA," "US," or "United States."
Cleaning price fields that include currency symbols or separators, leaving only numeric values.
Correcting product categories with typos to avoid duplicates in the catalog.
With Find and Replace, data stays clean and consistent throughout the entire automation without manual intervention.