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

Summary

In this chapter, we helped you get to grips with using the four communication-specific Zapier built-in apps. We covered how to use SMS by Zapier to send text messages as notifications and reminders. Next, we discussed how to use Email by Zapier to trigger workflows on receipt of emails and when emails are read, as well as how to send emails. Lastly, we reviewed how to use IMAP by Zapier to retrieve emails from mail servers, and SMTP by Zapier to send them from mail servers.

You now know how to send text messages and emails, as well as trigger workflows on receipt of emails and read emails using built-in communication apps by Zapier.

In the next chapter, we will introduce you to a few more of Zapier’s range of built-in apps. We will cover specific functions, such as how to extract data from emails (using parsing), how to use RSS feeds in automations, and how to compile data into digests.