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 started by working through how to improve your business processes and then identify what can be automated. We explored how to find information about your business apps and how your apps integrate with Zapier. We discussed navigation in the app ecosystem directory and how to use it effectively to explore new apps to use in your business. We concluded by briefly describing how to find and assess apps to use in your company.

You now know how to simplify your processes, identify what can be automated, navigate the app directory, and find apps to use in your business.

In the next chapter, we will discuss how to strategize and plan individual workflows before automating them. We will cover the steps required to connect your apps to Zapier, discuss navigation in the Zap editor, and work through an example to help you create your first Zap. We will show you how to find and use pre-built workflows, explain field types and data handling, and, lastly, cover continuous...