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

Removing whitespace

Sometimes, strings of text may not have been edited in the way we need so that they can be used in other steps in our workflows. This is often the case when certain apps present data in a certain way with blank character spacing before or after the text. In these scenarios, if you want to alter the format of the text so that no whitespace exists at the beginning or end of a string of text, you can use the Formatter by Zapier Text action event with the Trim Whitespace transform function to achieve this. Microsoft Excel users will recognize the similarity between using this Zapier functionality and the TRIM formula in a Microsoft Excel spreadsheet to remove whitespace from a string of text.

An example of a situation where you could use this transform option would be when you ask job seekers to send in applications by completing a web form. There might be formatting issues with the web form, presenting the data with large whitespace blocks before or after the body...