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 phone numbers with Formatter by Zapier

Telephone communication is not dead! Second to email, communicating with prospects, customers, and suppliers via telephone is an important part of any business. Being able to automate your telephone communications is a bonus. You may want to automatically send an SMS or voicemail to a prospect when they first make contact with you. However, sometimes, the telephone numbers that our contacts supply us with aren’t always in a format that we can use in other apps. Therefore, having the ability to automatically adjust and manipulate telephone numbers is crucial when you use multiple apps for communicating by telephone. That is where the Formatter by Zapier Numbers action event with the Format Phone Number transform option comes in.

Here are a few examples of when you can use this option:

  • When you receive a lead with a cellphone number, and you want to change it to an internationally recognized format so that you can send...