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Automate It with Zapier and Generative AI

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

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Product type Paperback
Published in Aug 2023
Publisher Packt
ISBN-13 9781803239842
Length 706 pages
Edition 2nd Edition
Tools
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Authors (2):
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Kelly Goss Kelly Goss
Author Profile Icon Kelly Goss
Kelly Goss
Mr. Philip Lakin Mr. Philip Lakin
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Mr. Philip Lakin
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Table of Contents (33) Chapters Close

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 32. Other Books You May Enjoy

Automating Your Finance and Reporting Processes

So far, we’ve covered how to automate three essential business functions, namely, marketing, sales, and operations. Having efficient processes in those three areas directly impacts your finance processes as more leads are converted into sales, which are then smoothly served, which means that there are more accounting transactions to handle. Automating your finance processes, therefore, means that as you scale, you can handle larger volumes of transactions quicker and more accurately, thereby giving you access to real-time financial performance data.

Once you’ve got a better handle on your accounting processes, you can focus on getting better visibility of the higher-quality data coming from all aspects of your business by automating reporting processes. Having access to this up-to-date and accurate data allows you to proactively gain insights into business performance when you need to, without much manual intervention...

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