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

Tips and tricks to enhance your use of Zapier

Now that you’ve learned how to build your first few Zaps and you’re on your way to supercharging your business and running it on autopilot, there might be times that you come across pain points that can be solved relatively easily if you know what to do next. Let’s go over a few tips and tricks that will help you.

Trigger data not pulling through

Some app integrations may have issues pulling through real trigger data for you to use when building your Zap and you try to test your trigger. In many cases, if no trigger data can be found, Zapier will pull through dummy data that you can use in your action step mapping. Sometimes, Zapier doesn’t produce any dummy data, and if you click on the Skip Test button, you should be able to use placeholders in your action steps that will fill with data once the Zap is turned on and running. Rest assured that your Zap will run with the correct mappings once you have turned...