Book Image

Automate It with Zapier and Generative AI - Second Edition

By : Kelly Goss
Book Image

Automate It with Zapier and Generative AI - Second Edition

By: Kelly Goss

Overview of this book

Organizations experience significant issues with productivity when dealing with manual and repetitive tasks. Automate it with Zapier and Generative AI, second edition has been extensively revised to help you analyze your processes and identify repetitive tasks that can be automated between 6000+ cloud-based business applications. This book includes all Zapier’s newest features such as AI functionality using the ChatGPT plugin, drafts, reordering and duplicating steps and paths, subfolders and version history, as well as built-in apps such as Looping, Sub-Zap, Interfaces, Tables, and Transfer. The chapters also contain examples covering various use cases sourced from the Zapier user community. You'll learn how to implement automation in your organization along with key principles and terminology, and take the first steps toward using Zapier. As you advance, you'll learn how to use Zapier’s native functionality and all 27 built-in apps such as Filter, Paths, Formatter, Digest, and Scheduler to enable you to build multi-step Zaps. You’ll also discover how to manage your Zapier account effectively, as well as how to troubleshoot technical problems with your workflows, and use the OpenAI integration to automate AI tasks. By the end of this book, you'll be able to automate your manual and repetitive tasks using Zapier.
Table of Contents (33 chapters)
1
Part 1: Getting Started with Zapier
7
Part 2: Customizing Your Zaps with Built-in Apps by Zapier – Functionality and Practical Uses
16
Part 3: Using the Features of the Formatter by Zapier Built-In App
22
Part 4: Getting the Most Out of Zapier

Built-In Communication Apps

Communicating with your team and clients is an integral part of running any business. Using the digital communication technology that we have available to us can only help make operations smoother and more productive. Most companies that exist today use email to communicate with their teams, customers, suppliers, and, on a personal level, with friends. Some companies will take things one step further and use mobile phone text messaging for marketing purposes or sending automated reminders for meetings, for example. There are many email messaging and text messaging apps available on the market, many of which integrate with Zapier, so that you can automate email and text messaging processes, some at a cost. You may, however, want to send simple messages by email or text, at no extra cost to you and in situations where you don’t need to retain history. This is where Zapier’s four built-in communication apps (SMS, Email, IMAP, and SMTP) come into...