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

Summary

In this chapter, we started with an overview of the principles of BPA and how we can use it to increase productivity. We discussed how applications integrate using APIs and transfer data between them. We then introduced Zapier, a no-code tool that integrates with thousands of business apps to help you automate tasks without the need for developers. We presented the key terms used on the Zapier platform and covered how to choose the right pricing plan for your business needs. Then, we discussed how to set up a Zapier account and familiarize yourself with navigating the platform. Lastly, we covered how to customize the various available settings.

You now know how to choose the right Zapier pricing plan for your business, set up your Zapier account, navigate the Zapier platform with ease, and customize your settings.

In the next chapter, we will cover how to use the principles of BPA to improve our processes before we jump into automating them. We’ll then discuss how to strategize and plan a workflow in preparation for building a Zap and how to explore Zapier’s ecosystem of app integrations and use its features.