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

Getting Started with Built-In Apps

When you create your Zaps, you will specify what event you want your workflows to be triggered on, and the actions to take after that. You might find that there are occasions where you want to create conditions to stop your workflows from running unless they satisfy certain criteria or to run different actions depending on specific requirements. You might also want some of your actions to run only a certain amount of time after the workflow is triggered or to trigger at a certain time. Using Zapier’s built-in apps, we can apply conditional logic and run conditions on our workflows to achieve this.

In this chapter, we will introduce the four built-in Zapier apps that allow you to either control run conditions or use conditional logic in workflows by filtering, delaying, scheduling, or choosing pathways. We will give descriptions of their functionality and provide practical tips on how to use them.

We will cover the following key topics...