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

Part 2: Customizing Your Zaps with Built-in Apps by Zapier – Functionality and Practical Uses

When this part is complete, you will understand the functionality of the Zapier platform, how to customize your Zaps using Zapier’s built-in apps, and how to create your first multi-step Zap. We will discuss the functionality of built-in apps, teach you practical tips on how to use them, with examples, and you will be able to test your knowledge with a few exercises.

This part contains the following chapters:

  • Chapter 6, Creating Multi-Step Zaps and Using Built-in Apps
  • Chapter 7, Getting Started with Built-in Apps
  • Chapter 8, Built-In Communication Apps
  • Chapter 9, Exploring Built-In Apps for Extracting and Compiling Data
  • Chapter 10, Other Useful Built-In Apps by Zapier
  • Chapter 11, Advanced Built-In Apps by Zapier
  • Chapter 12, Managing Your Zapier Account with Built-in Apps
  • Chapter 13, Newly Released Apps and Features
...