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

Picking data from a list

Have you ever wanted to run a quiz or assign a random result to your participants? Or perhaps you need to assign a support query to a member of your team based on a priority rating. You can easily do this by using the Formatter by Zapier Utilities action event with the Pick from List transform function to choose a value from a list based on its position.

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

  • You might create a single-question, fun Q&A that you push out on social media to engage your audience and drive traffic to your website. You ask them to complete one question in Google Forms, such as “What is your birth month?” and then randomly assign them an “inner mythical beast” based on their answer. You can pick a random result from a list of “inner mythical beast” values, such as Unicorn, Dragon, Pheonix, Kraken, and Pegasus, then display the result on a page on your website...