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

Zapier Interfaces (feature in beta) – building custom forms, chatbots, and visual interfaces

The new Zapier Interfaces feature allows you to design user-friendly interfaces to collect data and trigger Zaps effortlessly. You can harness the potential of user interactions to supercharge your automation workflows by building forms and chatbots, all from within your Zapier account.

With Zapier Interfaces, you create pages and then add components to those pages. Components can be Forms, Text, Tables (using Zapier Tables), Kanban, Link cards, AI prompts, Chatbots, Dividers, and Media. You can read more about the different types of components at https://help.zapier.com/hc/en-us/articles/15930394291341-Types-of-components-in-Zapier-Interfaces.

Zapier Interfaces is available for free with all Zapier plans but with some limitations. You can get access to premium features such as tracking visitors, customizing branding, removing the Zapier logo, restricting user access, and connecting...