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 discussing how to strategize individual workflows before diving into working through the step-by-step process of connecting your apps to Zapier and creating your first workflow automation (Zap) in Zapier. We explored how to edit your Zaps and utilize the version history to switch between different versions and how you can access and use a wide range of pre-built workflows. We also explored the different types of fields that can be found in action steps and how to use these fields correctly. We concluded this chapter by delving into best practices for ensuring the continuous improvement of your processes.

You now know how to plan your workflows and create them in Zapier from scratch or using Zap templates. You also know how to use different types of field data and perform continuous improvement in your processes. You also created your first automated workflow.

In the next chapter, we will cover the best ways you can organize your Zaps by...