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 completed our exploration of the features of the Formatter by Zapier built-in app by covering the functionality of the Utilities action event. First, we introduced the Formatter by Zapier Utilities action event. Then, we discussed how to import CSV files, how to use lookup tables to store and help you find related data, and how to pick data from a list of values. Finally, we covered the various transform functions related to using line items in your automations.

You now know how to use the Formatter by Zapier built-in app to transform several different functions, including importing CSV files, using lookup tables, picking data from lists, converting text into line items, and vice versa, as well as line-item creation and customization.

In the next chapter, you will learn how to boost your productivity by combining Artificial Intelligence (AI) and automation. We will explore some of the Zapier’s built-in AI functionality such as the ChatGPT plugin...