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

Delay by Zapier – adding delays to your Zaps

The Delay by Zapier app allows you to add time delays to subsequent action steps. This can be extremely useful in both simple and more complex workflows where you may want to prevent further action steps from running for a set period or until a specific time.

Important note

The maximum time a delayed task can be held is 1 month – that is, 31 days.

This app can only be used as an action step and added after a trigger step or between action steps to delay the running of subsequent action steps. The following action events can be used:

  • Delay For (action)
  • Delay Until (action)
  • Delay After Queue (action)

Let’s look at each.

The Delay For action event

This action event waits for a set amount of time before running any further actions in the Zaps. Here are a few examples of how to use the Delay by Zapier Delay For action event:

  • When a Typeform web form has been submitted, send an...