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

The “no-code revolution” and workflow automation 
with Zapier

Thankfully, as technology has developed, it is now possible to create digital processes without the need to write any code. Therefore, anyone can learn how to build a website, create email templates, and connect their systems using, in many cases, visual drag-and-drop editors. These editors give you the ability to add and remove visual blocks in templates rather than writing code in a computer programming language. Instead of needing to use a developer to write this code, the average person with basic IT skills can create these processes themselves. These advances are described as a no-code revolution, as software providers have pushed forward to develop solutions that will help the non-IT workforce to execute tasks that could previously only be done by software engineers.

Zapier is one of these technology solutions that allows you to automate and manage your business processes without writing code. Zapier essentially acts as a connector or translator between thousands of cloud-based applications that may not have native integrations with each other or for which the event requests are more limited, allowing them to communicate with each other. The platform enables users to build business-specific workflow automation with a visual editor using pre-built integrations to seamlessly perform manual and repetitive tasks without human intervention.

Zapier is the brainchild of forward-thinking founders Wade Foster, Bryan Helmig, and Mike Knoop. They recognized the productivity struggles that plague small- and medium-sized businesses, where many repetitive tasks are handled manually and with an ever-increasing chance of errors occurring. They developed a powerful solution to help businesses with their efficiency struggles, allowing them to connect their web applications and automate their mundane and repetitive tasks using custom-built workflows. Most importantly, the solution allows the average business owner and their team to use the software without the need for writing code. The first release of the Zapier platform was in 2012, and since then, they have grown their integration marketplace to over 5,000 app connections. Zapier is based in California, USA, and as a company that actively supports an ethos of remote working, they have grown their global team to over 600 people located in the US and over 20 other countries around the world.

As well as allowing the less technical user to build custom workflows, the Zapier platform allows app developers to build integrations with Zapier to connect their apps to the platform. This, in turn, allows their customers to create custom integrations with thousands of other apps, using Zapier as the connector or middleware between thousands of different apps In essence, the Zapier user then becomes the developer without needing to use code. Using no-code technology, we no longer need advanced technical skills to harness the power of integration automation.

To help you understand a bit more about BPA and the no-code revolution, you can get access to a free masterclass here: https://bit.ly/zapier-book.

You now have a better understanding of how Zapier and BPA work hand in hand to help businesses increase productivity. In the next section, we’ll cover the key terms that are used by Zapier, as well as throughout this book.