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

Using Zapier to transform text values

Formatter by Zapier can easily be used to transform text values from one format into another. There might be several scenarios in which you need to transform your data, such as when you want to display the format differently or if you need to extract a certain type of data from a block of text.

For manipulating text, Formatter by Zapier can only be used as an action step and is available as the Text action event.

When using this action event, you can use the following Text transform options. These can be found within the Set up action section of your action step, listed in the Transform drop-down menu:

  • Capitalize
  • Convert HMTL to Markdown
  • Convert Markdown to HTML
  • Convert to ASCII
  • Default Value
  • Extract Email Address
  • Extract Number
  • Extract Pattern
  • Extract Phone Number
  • Extract URL
  • Find
  • Length
  • Lowercase
  • Pluralize
  • Remove HTML Tags
  • Replace
  • Split Text
  • Split Text into Chunks...