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

Best practices for using Zapier effectively

The best way to understand how to optimize using Zapier in your business is to review the content we explored in each chapter of this book so that you have a point for quick reference. Let’s briefly explore the content we covered in this book as an overview of the best practices to use when building workflows in Zapier.

Starting with the basics

Getting the groundwork done at the beginning will prepare you for success. Once you’ve chosen the best Zapier plan for you and created a Zapier account, the next step is to familiarize yourself with navigation on the Zapier platform and then edit your settings and preferences to suit. Make sure you’ve also grasped the terminology used on the Zapier platform as this will help you when troubleshooting. We covered these topics in Chapter 1, Introduction to Business Process Automation with Zapier.

Preparing before you automate

Preparation is the key to success and will...