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

How to manage your Zaps

The central panel in the Zap management area shows a list of your Zaps, from either a folder you have selected or as a result of using the search bar. The view defaults to the Home folder when you first navigate to the Zap management area. You can manage your Zaps from the central panel, and this displays the folder title as a header, a top navigation bar, and a list of your Zaps.

Each Zap is presented in a clearly defined section, and clicking on the link in the Zap name will take you directly into the Zap editor where you can edit that specific Zap. You will also find a checkbox on the left-hand side of each Zap box. You can use the checkbox to select one or more Zaps to manage using the options in the top navigation bar. Individual Zaps can be managed by doing the following:

  • Using the top navigation bar
  • Using the options within specific Zap rows
  • Removing them from the Trash folder
  • Utilizing the Zap Settings tab from within the Zap editor...