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 covered essential information required to troubleshoot errors when using Zapier. We started by covering how to manage error alerts using email notifications and by using the Zapier Manager built-in app. Next, we covered how to manage app status alerts by monitoring the Zapier Status page and by using the App Status by Zapier built-in app. We then looked at using Zap history information in detail to help you to troubleshoot problems with Zaps, apps, and individual data issues. Lastly, we reviewed the channels available to get extra support on the Zapier platform.

You now know how to manage your alerts by updating your email notification preferences and how to understand information on the Zapier Status page. You also now know how to create alert workflows using the Zapier Manager and App Status by Zapier built-in apps and how to understand Zap history information to help with troubleshooting errors. Lastly, you now know how to find help on the Zapier platform...