You're reading from Automate It with Zapier and Generative AI Harness the power of no-code workflow automation and AI with Zapier to increase business productivity

Product type Paperback

Published in Aug 2023

Publisher Packt

ISBN-13 9781803239842

Length 706 pages

Edition 2nd Edition

Tools

Zapier

Concepts

Workflow Automation

Authors (2):

Kelly Goss

Mr. Philip Lakin

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Table of Contents (33) Chapters

Preface

1. Part 1: Getting Started with Zapier

2. Chapter 1: Introduction to Business Process Automation with Zapier FREE CHAPTER

3. Chapter 2: Preparing to Automate Your Processes

4. Chapter 3: Building Your First Automated Workflow (Zap)

5. Chapter 4: Managing Your Zaps

6. Chapter 5: Troubleshooting and Handling Zap Errors

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

8. Chapter 6: Creating Multi-Step Zaps and Using Built-In Apps

9. Chapter 7: Getting Started with Built-In Apps

10. Chapter 8: Built-In Communication Apps

11. Chapter 9: Exploring Built-In Apps for Extracting and Compiling Data

12. Chapter 10: Other Useful Built-In Apps by Zapier

13. Chapter 11: Advanced Built-In Apps by Zapier

14. Chapter 12: Managing Your Zapier Account with Built-In Apps

15. Chapter 13: Newly Released Apps and Features

16. Part 3: Using the Features of the Formatter by Zapier Built-In App

17. Chapter 14: Formatting Date and Time

18. Chapter 15: Formatting Numbers

19. Chapter 16: Text Formatting Functions in Zapier – Part 1

20. Chapter 17: Text Formatting Functions in Zapier – Part 2

21. Chapter 18: Zapier’s Utilities Functions

22. Part 4: Getting the Most Out of Zapier

23. Chapter 19: AI and Automation

24. Chapter 20: Automating Your Marketing Processes

25. Chapter 21: Automating Your Sales Processes

26. Chapter 22: Automating Your Operations Processes

27. Chapter 23: Automating Your Finance and Reporting Processes

28. Chapter 24: Tips, Tricks, and Best Practices to Enhance Your Productivity

29. Chapter 25: Challenging Your Problem-Solving and Zap-Building Skills

30. Assessments

31. Index

Why subscribe?

32. Other Books You May Enjoy

Creating your first Zap in the Zap editor

There are three ways that you can create a Zap:

Create a Zap (beta) feature: This is an AI Zap builder feature that is currently in beta. It allows you to use a prompt that will use AI functionality to produce a draft Zap for you. We will discuss this feature in more detail in Chapter 19, AI and Automation.
Suggested workflow templates: Once you have added the apps you use, in your dashboard, you will be shown some suggestions of workflow templates you can use to quickly get started with Zapier. We will cover this later in this chapter.
Build from scratch: The best way to learn how to use Zapier to automate your processes is to build your Zaps from scratch.

All workflows are created, edited, and maintained in the Zap editor. The Zap editor can be accessed at any time from the expandable left sidebar menu, by clicking on the + Create Zap button. First, let’s have a look at how to navigate the Zap editor.