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

Capitalizing the first letter of every word

If you’re a stickler for formatting text correctly, you’ll most likely want to ensure that, where appropriate, words in a bunch of text display capital letters at the start of the word. This is especially important when addressing people by name or displaying business names and addresses on invoices. You can capitalize the first letter of every word in a string of text using the Formatter by Zapier Text action event alongside the Capitalize transform function. For example, if the string of text was this is a test, the transformed text would be This Is A Test. Microsoft Excel users will recognize the similarity of this Zapier functionality to the PROPER formula in a Microsoft Excel spreadsheet to capitalize text.

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

  • When new contacts sign up for your newsletter, it is common that they may add their name in all-lowercase, such as kelly instead of Kelly...