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 began by describing how to keep your workflows organized in the Zap management area by adequately naming them and using folders to sort them. We then discussed how to manage individual Zaps and covered the different Zap statuses. We explored managing your connected apps, and lastly, we discussed how to share your Zaps with your team and other Zapier users.

You now know about the best ways to manage and maintain your Zaps and app connections in your Zapier account, how to keep your workflows organized, as well as how to share them with your team or other Zapier users outside of your company.

In the next chapter, we will discuss how to best use Zap history information, and we will cover typical Zap behavior and the best ways to handle and troubleshoot errors. We will help you to manage Zap alerts by adjusting your account settings and by setting up a Zap with the Zapier Manager built-in app. We will also discuss the various channels of support available...