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

Sub-Zap by Zapier (feature in beta) – building modular processes

With the Sub-Zap by Zapier built-in app, you can now break down your Zaps into reusable components called Sub-Zaps. This means you can connect your Zaps to Sub-Zaps to run tasks outside of your originating or parent Zap.

As Sub-Zap by Zapier is currently in beta and considered a Developer Tool, we will only provide a brief overview of the built-in app and then provide further useful resources with more details.

Here are a few examples of when you might find using Sub-Zap by Zapier useful:

  • When you want to create reusable formulas using Formatter by Zapier steps across multiple Zaps with different trigger events. Instead of having multiple Zaps with the same steps, you can use Sub-Zap by Zapier to call a Sub-Zap that performs the required steps and passes the result to the parent Zap. You can read more about this example at https://community.zapier.com/featured-articles-65/using-sub-zaps-to-create...