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

Splitting characters or words into segments

Being able to manipulate text with a splitting function is possibly one of the most versatile functions of all the Formatter by Zapier text transform options. There will be many occasions where data is presented as a string of text and you will want to extract one or more words from that string to then use in other parts of your workflows. A common example of this is the need to use either the first or last name when only the full name is presented. You can use the Formatter by Zapier Text action event with the Split Text transform function to split the word string to return the two values.

You can use words or characters to split text, and the Split Text transform function allows you to split words or strings of words that are separated by special characters using special character syntax, as follows:

  • Space characters: The [:space:] syntax is used to match space (\s) characters
  • Tab characters: The [:tab:] syntax is used to...