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Automate It with Zapier and Generative AI
Automate It with Zapier and Generative AI

Automate It with Zapier and Generative AI: Harness the power of no-code workflow automation and AI with Zapier to increase business productivity , Second Edition

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Automate It with Zapier and Generative AI

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Key benefits

  • Discover the newest Zapier features including OpenAI integration and the ChatGPT plugin
  • Explore expert tips and real-life examples to connect 6000+ business apps and automate tasks with Zapier
  • Learn how to manage your account effectively and troubleshoot problems with your Zaps
  • Purchase of the print or Kindle book includes a free PDF eBook

Description

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.

Who is this book for?

This book is for business owners, operations managers, and teams in micro, small, or medium-sized businesses looking at automating repetitive tasks and increasing their productivity using Zapier and AI-integrated features. Service providers offering digital process improvement, systemization, and automation services to their clients such as solutions architects, process consultants, business analysts, virtual assistants, CRM consultants, OBMs, bookkeepers and accountants will find this book extremely useful. Suitable for new and experienced Zapier users.

What you will learn

  • Think outside the box to simplify business workflows and solve productivity problems
  • Strategize how to optimally structure and build your workflow automation in Zapier to prevent errors and excessive task usage
  • Explore the latest built-in apps including Transfer, Interfaces, Tables, Looping, Sub-Zap, and the ChatGPT plugin
  • Discover how to use AI-integrated apps and features with automation
  • Create complex multi-step Zaps using logic, formatting, and calculations
  • Effectively manage your account and troubleshoot problems with your Zaps

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Aug 25, 2023
Length: 706 pages
Edition : 2nd
Language : English
ISBN-13 : 9781803246628
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Product Details

Publication date : Aug 25, 2023
Length: 706 pages
Edition : 2nd
Language : English
ISBN-13 : 9781803246628
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Frequently bought together


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Total $ 129.97
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Automate It with Zapier and Generative AI
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Total $ 129.97 Stars icon

Table of Contents

32 Chapters
Part 1: Getting Started with Zapier Chevron down icon Chevron up icon
Chapter 1: Introduction to Business Process Automation with Zapier Chevron down icon Chevron up icon
Chapter 2: Preparing to Automate Your Processes Chevron down icon Chevron up icon
Chapter 3: Building Your First Automated Workflow (Zap) Chevron down icon Chevron up icon
Chapter 4: Managing Your Zaps Chevron down icon Chevron up icon
Chapter 5: Troubleshooting and Handling Zap Errors Chevron down icon Chevron up icon
Part 2: Customizing Your Zaps with Built-in Apps by Zapier – Functionality and Practical Uses Chevron down icon Chevron up icon
Chapter 6: Creating Multi-Step Zaps and Using Built-In Apps Chevron down icon Chevron up icon
Chapter 7: Getting Started with Built-In Apps Chevron down icon Chevron up icon
Chapter 8: Built-In Communication Apps Chevron down icon Chevron up icon
Chapter 9: Exploring Built-In Apps for Extracting and Compiling Data Chevron down icon Chevron up icon
Chapter 10: Other Useful Built-In Apps by Zapier Chevron down icon Chevron up icon
Chapter 11: Advanced Built-In Apps by Zapier Chevron down icon Chevron up icon
Chapter 12: Managing Your Zapier Account with Built-In Apps Chevron down icon Chevron up icon
Chapter 13: Newly Released Apps and Features Chevron down icon Chevron up icon
Part 3: Using the Features of the Formatter by Zapier Built-In App Chevron down icon Chevron up icon
Chapter 14: Formatting Date and Time Chevron down icon Chevron up icon
Chapter 15: Formatting Numbers Chevron down icon Chevron up icon
Chapter 16: Text Formatting Functions in Zapier – Part 1 Chevron down icon Chevron up icon
Chapter 17: Text Formatting Functions in Zapier – Part 2 Chevron down icon Chevron up icon
Chapter 18: Zapier’s Utilities Functions Chevron down icon Chevron up icon
Part 4: Getting the Most Out of Zapier Chevron down icon Chevron up icon
Chapter 19: AI and Automation Chevron down icon Chevron up icon
Chapter 20: Automating Your Marketing Processes Chevron down icon Chevron up icon
Chapter 21: Automating Your Sales Processes Chevron down icon Chevron up icon
Chapter 22: Automating Your Operations Processes Chevron down icon Chevron up icon
Chapter 23: Automating Your Finance and Reporting Processes Chevron down icon Chevron up icon
Chapter 24: Tips, Tricks, and Best Practices to Enhance Your Productivity Chevron down icon Chevron up icon
Chapter 25: Challenging Your Problem-Solving and Zap-Building Skills Chevron down icon Chevron up icon
Assessments Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

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Rating distribution
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(11 Ratings)
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1 star 9.1%
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Alberto Acosta Nov 08, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
As always with Packt>'s books, the final editing of the text is very neat. I don't know where they get the technicians capable of editing books on the latest technology, but they do it, and also consistently, as demonstrated in this last book I bought.
Feefo Verified review Feefo
Alba Sep 09, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is a game-changer for anyone looking to increase the efficiency of their digital life. I found the material incredibly easy to understand, with step-by-step guides that made implementing automations a breeze. The author dives deep into Zapier's capabilities and offers real-world scenarios that have helped me see immediate results in my work. I bought the first edition and found that there is a lot more in this new edition including more content in the advanced features chapter (webhooks, code, app extensions and API requests). The new chapters on features and apps in beta, as well as automation and AI were particularly useful (and why I purchased the book). If you're looking to maximize productivity by automating repetitive tasks, then I would recommend buying this book!
Amazon Verified review Amazon
Gary Cohen Dec 14, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
"Automate It with Zapier and Generative AI" is a very comprehensive book with step-by-step details on how to use Zapier's plethora of features to save you time and effort as you automate your time-consuming manual work. Almost anything you would want to know about Zapier is included in the book, either with detailed examples or with links to resources for further information.I was especially interested in the chapter on how to leverage Generative AI to expand the processes you can automate and to increase the time and effort saved through the automation. Kelly Goss, the author, did a great job including information on the various ways that you can integrate Generative AI in your process automation efforts. Whether that be through taking advantage of new AI-powered Zapier features or integrating with OpenAI's ChatGPT, she walks you through examples of how to experiment and leverage the new capabilities.This book is a very thorough reference for using Zapier. Anyone who wants to become a Zapier power user should definitely read this book!
Amazon Verified review Amazon
Kindle Customer Oct 02, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This is a great book for someone who wants a deep dive into Zapier. The book provides both the 'why' and 'how' of automating your workflow to boost business productivity. Even those of us who have used Zapier for years can get something out of it as she covers the new features, such as AI, interfaces, and tables. If you want to get the most of out Zapier, this is a must-have book. Happy automating!
Amazon Verified review Amazon
Sharon Worger Oct 17, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
“Automate It with Zapier and Generative AI” by Kelly Goss is a brilliant, comprehensive, step-by-step read on how to automate in business and if ‘technology floats your boat’ then it will also tick a lot of boxes in your personal world.One of the book’s strengths is that it is suited to self-paced learning, with screenshots describing each step. Chapter 19 is a smorgasbord of information tackling rapidly emerging AI technology, information on which is currently lacking, so this book fills that gap. If you’re up for challenging your learning then Chapter 25 ‘Challenging your Problem-Solving and Zap-Building Skills’ is a definite bookmark.Overall, “Automate it with Zapier and Generative AI” encourages analytical thinking and whets the appetite for more. This book is a real find, covering the nitty gritty of ‘how to do it yourself’ for Zapier and AI, and to be able to dip in and out of it for reference, is an added bonus.This book is an excellent choice for absolute beginners through to an advanced level, as there is so much packed into the 654 pages – it’s like having your own expert at your fingertips.I would strongly recommend anybody wanting to up their game with automating their lives to get a copy of this book.
Amazon Verified review Amazon
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