Guides

Workflow Automation

Quick Overview Video

With Text Blaze, you can automate form-filling and data transfer on any website.

With Text Blaze, you can:

  • Fill out an entire email (recipient email, subject line, and email contents).
  • Automatically fill out an intake form based on information from another tab.
  • Automate the process of creating a new opportunity in Salesforce.
  • and much more!

How to automate workflows with Text Blaze

1. Automate workflows and take action on the page

Text Blaze can automate your workflows, quickly fill out forms, and take action on the page that you’re working on.

For example, Text Blaze can:

  • Insert text in multiple fields with one snippet
  • Quickly fill out repetitive forms (including clicking buttons and selecting options)
  • Autofill emails
  • Automate actions on a webpage

To understand how to move between elements on a page and fill out forms, check out our autopilot guide and the examples below.

2. Read data from any source & use it anywhere

Text Blaze can automate data transfer, which means you can read data from any source and use it where you need it (even across tabs).

Data you read with Text Blaze can be used in snippets to fill out forms, automate workflows, and more.

For example, you can use the following data sources when automating workflows with Text Blaze:

  • Forms - Fill-in blanks and customize content when using the snippet.
  • {site} command - Read information from the current tab or any open tab.
  • Data Blaze - Read information from data tables.
  • AI Blaze - Use AI generated data, summarized notes, analyzed documents, and interpreted web pages.

Once you use one of these sources to read data, you can transfer it to use or insert anywhere you need it.

3. Optional: Manipulating data with Text Blaze

When you read data with the {site} command or one of the other sources mentioned, it is sometimes necessary to manipulate the data to make it fit the format you’re looking for.

For example, if you’re reading a name from LinkedIn or your CRM, but you only want the first name, you can manipulate the data to only get the first name.

To learn more about how to manipulate data to only get what you need, check out this guide.

Examples

Below are different examples of how you can use Text Blaze to automate workflows, form-filling, and data transfer. You can copy the snippets shown in each animation at the link below.

Transfer LinkedIn data to a spreadsheet

The snippet shown here uses the {site} command to read the data from LinkedIn, and then uses autopilot commands to move to each column in the spreadsheet.

Autofill a Google Form with HubSpot data

The snippet shown here uses the {site} command to read a contact’s information from HubSpot. Then, it uses that information with autopilot commands to automatically fill out a Google Form.

Autofill email in Gmail with Salesforce data

The snippet shown here reads data from Salesforce with the {site} command, then uses autopilot commands to automatically fill out the email address, subject line, and email contents in Gmail.

Automatically create a Salesforce opportunity

The snippet shown here automates the action of creating a new opportunity in Salesforce. The information is read from Salesforce using the {site} command, then autopilot commands automate the process of creating the opportunity and selecting from menus.

Send an email then log it in your CRM

In the snippet shown above, you can see a snippet being inserted in Gmail, then the snippet switches tabs to HubSpot and clicks a button to log the email in the CRM. The {click} command can click elements on any webpage and switch tabs for you.

Fill out an email with data from Data Blaze

You can use Text Blaze to interact with Data Blaze, and in this case, the snippet shown here reads data from a Data Blaze space and autofills an email with that data using autopilot commands.

Summarize a page with AI Blaze then use it to write an email

You can use AI Blaze to summarize content on any webpage. Then, you can use Text Blaze to parse through the results and use only what you need. The snippet shown below takes the summary that AI Blaze generates, parses through it to only use certain parts (using regular expressions), and then fills out an email with it using autopilot commands.