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

SMTP by Zapier – sending emails through mail servers

Wikipedia (https://en.wikipedia.org/wiki/Simple_Mail_Transfer_Protocol) defines Simple Mail Transfer Protocol (SMTP) as “a communication protocol for electronic mail transmission.” Simply put, SMTP allows email client apps to send emails. Zapier allows you to connect to many commonly used mail client apps, such as Gmail or Zoho Mail. You may, however, have access to your own mail server and want to send emails independently. You can use SMTP by Zapier for precisely that purpose. SMTP by Zapier acts similarly to Email by Zapier; however, you can send emails without volume, recipient, and file size restrictions.

First of all, it may be useful to elaborate on what the difference is between a mail client and a mail server. The mail server is the software that runs on a computer server that processes email communications, such as Microsoft Server Exchange. You can read more about mail servers here: https://en.wikipedia...