Currently, we are struggling to automate emails and pdf generation due to the fact that Pipefy itself won’t enforce data validation such as “only allow uppercase letters”. Which causes the data to not be standartized and therefore we either need someone to re-check and correct all inputs, or try a different approach and decentralize the process using other apps to either collect the data already validated or to treat the data before sending.
I think our most common needs are
- only allow uppercase letters
- reject special characters
- spell out numbers (Example: Write out “15” as “Fifteen”)
- custom regular expressions to validate specific document formats than CPF/CNPJ
