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

Text Formatting Functions in Zapier – Part 1

So far in this book, we’ve covered two important functions of the versatile Formatter by Zapier built-in app. In Chapter 14, Formatting Date and Time, we discussed how to use Formatter by Zapier to manipulate dates and times. In Chapter 15, Formatting Numbers, we covered how to use it to transform numbers. As covered in those two chapters, being able to transform text into a variety of different formats is incredibly useful. For example, the name of a contact may be displayed in full (as a first name and surname), and you may want to split out the first name so that you can personalize an email rather than using the contact’s full name. Or you might want to extract an email address from a block of text to be able to add that to your marketing automation software. You might also want to truncate text to a specified character length when sharing a summary of content on Twitter. There are many possibilities for when you...