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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
Author Profile Icon Mr. Philip Lakin
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

The “no-code revolution” and workflow automation 
with Zapier

Thankfully, as technology has developed, it is now possible to create digital processes without the need to write any code. Therefore, anyone can learn how to build a website, create email templates, and connect their systems using, in many cases, visual drag-and-drop editors. These editors give you the ability to add and remove visual blocks in templates rather than writing code in a computer programming language. Instead of needing to use a developer to write this code, the average person with basic IT skills can create these processes themselves. These advances are described as a no-code revolution, as software providers have pushed forward to develop solutions that will help the non-IT workforce to execute tasks that could previously only be done by software engineers.

Zapier is one of these technology solutions that allows you to automate and manage your business processes without writing code. Zapier essentially acts as a connector or translator between thousands of cloud-based applications that may not have native integrations with each other or for which the event requests are more limited, allowing them to communicate with each other. The platform enables users to build business-specific workflow automation with a visual editor using pre-built integrations to seamlessly perform manual and repetitive tasks without human intervention.

Zapier is the brainchild of forward-thinking founders Wade Foster, Bryan Helmig, and Mike Knoop. They recognized the productivity struggles that plague small- and medium-sized businesses, where many repetitive tasks are handled manually and with an ever-increasing chance of errors occurring. They developed a powerful solution to help businesses with their efficiency struggles, allowing them to connect their web applications and automate their mundane and repetitive tasks using custom-built workflows. Most importantly, the solution allows the average business owner and their team to use the software without the need for writing code. The first release of the Zapier platform was in 2012, and since then, they have grown their integration marketplace to over 5,000 app connections. Zapier is based in California, USA, and as a company that actively supports an ethos of remote working, they have grown their global team to over 600 people located in the US and over 20 other countries around the world.

As well as allowing the less technical user to build custom workflows, the Zapier platform allows app developers to build integrations with Zapier to connect their apps to the platform. This, in turn, allows their customers to create custom integrations with thousands of other apps, using Zapier as the connector or middleware between thousands of different apps In essence, the Zapier user then becomes the developer without needing to use code. Using no-code technology, we no longer need advanced technical skills to harness the power of integration automation.

To help you understand a bit more about BPA and the no-code revolution, you can get access to a free masterclass here: https://bit.ly/zapier-book.

You now have a better understanding of how Zapier and BPA work hand in hand to help businesses increase productivity. In the next section, we’ll cover the key terms that are used by Zapier, as well as throughout this book.

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Automate It with Zapier and Generative AI - Second Edition
Published in: Aug 2023
Publisher: Packt
ISBN-13: 9781803239842
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