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

Digest by Zapier – compiling data in digests

The Digest by Zapier built-in app allows you to capture data from multiple workflow trigger events and compile the data into single summaries that can be used in other action events. This is useful if you have several notifications that you want to receive a summary of at one time rather than as they happen. If you don’t want to be disturbed on certain days with regular notifications, turn them off and just receive a summary at times you specify. Conversely, some of your apps may not send you notifications of certain events, and in this case, you might want reports of certain occurrences at a regular time. You can also search for existing digest data to use in your workflows.

Here are a few examples of how you can use this built-in app:

  • Send a weekly email to management with a summary of all sales invoices created over that week
  • Send an email with a periodic summary of all Slack notifications you have received...