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

Sharing your Zaps and folders

Working through your processes and then creating your Zaps will require some initial time investment. However, once you harness the power of using workflow automation tools such as Zapier, you’ll begin to benefit from the time-saving and productivity gains of automating your workflows. You may want others to benefit from the time you have invested in building your workflows and, therefore, Zapier offers you some options to be able to share your workflows with others. This is especially useful if you work with a team of people with whom you can collaborate to automate company processes by building and maintaining your Zaps together.

You can share your Zapier workflows in two ways:

  • Sharing copies of your Zaps with other Zapier users outside your company
  • Sharing your Zaps and folders with other team members, if you subscribe to a Team or Company plan

First, we will have a look at sharing copies of your Zaps with other Zapier users...