New Workflow Actions: Less Admin, More Automation
Workflows can now format text, calculate values and use UK postcode data, all without spreadsheets or manual fixes.
What's New
We've added three new workflow actions:
- Format Text
- Calculate Value
- UK Postcode Location
Each one handles a small admin step that used to need a person, a spreadsheet or another system.
That means: workflows can clean, calculate and check information on their own, then keep moving.
Format Text
Names, references and extracted text often arrive messy or inconsistent. Format Text tidies it up automatically, converting it to UPPER CASE, lower case or Proper Case.
Use it for: customer names, job references, form or email data, anything heading into another system.
Calculate Value
Add, subtract, multiply or divide values directly inside a workflow, no spreadsheet required. Use it for totals, quantities, charges or estimates.
Use it for: checking values against a threshold, calculating totals before a job updates, working out quantities from a form.
UK Postcode Location
Turn any UK postcode into latitude and longitude, so workflows know exactly where a job sits. That powers area checks, routing and regional logic automatically.
Use it for: flagging out-of-area jobs, routing by region, prepping data for mapping or scheduling tools.
Already using workflows? See what you could add today.
Why It Matters
Most operations aren't one big task, they're dozens of small steps: tidy this, calculate that, check a postcode, decide what's next. Build Concierge can now handle more of those steps itself.
Fewer manual checks. Fewer workarounds. More of the process runs end to end.
For Existing Customers
- These actions slot straight into workflows you already have
- Clean data, calculate values and use location logic without sending information elsewhere first
- It's an easy way to make existing automations sharper, not a rebuild.
New to Build Concierge?
This is what real operational automation looks like: not just moving data, but cleaning it, calculating it and acting on it. If your team checks, corrects or calculates information by hand, this is the kind of admin Build Concierge removes.
The Benefits
Cleaner data
Information is standardised before it's used
Fewer manual checks
No need to stop a workflow to tidy or calculate
Less spreadsheet reliance
Calculations happen inside the workflow
Smarter location logic
Postcode data drives routing and area checks
More complete automation
Less reliance on people or other tools
Faster decision-making
Workflows act on clean, calculated, located data the moment it arrives, instead of pausing for someone to work it out first
Cleaner data
Information is standardised before it's used
Fewer manual checks
No need to stop a workflow to tidy or calculate
Less spreadsheet reliance
Calculations happen inside the workflow
Smarter location logic
Postcode data drives routing and area checks
More complete automation
Less reliance on people or other tools
Faster decision-making
Workflows act on clean, calculated, located data the moment it arrives, instead of pausing for someone to work it out first
FAQs
What can Format Text do?
Convert text to UPPER CASE, lower case or Proper Case, automatically.
What calculations can workflows run?
Add, subtract, multiply and divide, for totals, quantities or estimates.
What does UK Postcode Location give me?
Latitude and longitude from any postcode, for routing and area checks.
Do I need another tool to use these?
No. They're built directly into the Workflow Builder.
Build workflows that handle the details, not just the handover.
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