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

Use cases

As mentioned earlier in this chapter, having automations set up to manage various aspects of your Zapier account is most suited to situations when multiple users are accessing Zapier on Team and Company accounts and many processes are being automated. System administrators will want to keep a handle on what is happening in the account to monitor task usage and errors, as well as automatically take action based on certain criteria.

The most common scenarios would involve creating alerts with your favorite notification tools, such as email or Slack, that trigger on any of the trigger events in either App Status by Zapier or Zapier Manager. Zap errors, halted tasks, and Zaps being turned off, as well as app status alerts, would be the most common for maintenance purposes. However, if you’re in a team, knowing when another team member creates a new folder or, more specifically, a new Zap, would be useful. You can then action other steps, such as adding information to...