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

Formatting Numbers

Often, you might find that numerical data values do not usually appear in the way you want them to be displayed visually or in the way your other apps will accept them. There might be several scenarios where this will be the case. For example, a lead may enter a contact phone number when they submit an inquiry form, but that format may not be recognized by your SMS app. Or, if your team submits timesheets, you may need to calculate their overtime payments before sending them a summary by email. You might also want to add a space, period, or comma to a number or transform a number into a specific currency format. As you can imagine, there are many possible situations when you might need to adjust a number, and that is where the Formatter by Zapier Numbers action event comes in.

In this chapter, we will dive into using the Formatter by Zapier built-in app to manipulate a range of number formats. We will begin with an introduction to using Zapier to transform numerical...