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 introduced four commonly used Zapier built-in apps to help you add conditional logic and run conditions to your workflows. First, we covered how to use conditional logic in our workflows by using the Filter by Zapier app. Next, we reviewed how to use branching logic with the Paths by Zapier app. Then, we explored how to use time delays in Zaps using the Delay by Zapier app, and how to schedule our workflows to run at specific times by using the Schedule by Zapier app. Lastly, we went through an exercise to demonstrate the use of scheduled triggers, search actions, filters, paths, and delays.

You now have a better understanding of how to use filters, paths, delays, and schedules in your workflow automations.

In the next chapter, you will learn about the four communication-specific built-in Zapier apps; we will give descriptions of their functionality and provide practical tips on how to use them.