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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

How to manage your Zaps

The central panel in the Zap management area shows a list of your Zaps, from either a folder you have selected or as a result of using the search bar. The view defaults to the Home folder when you first navigate to the Zap management area. You can manage your Zaps from the central panel, and this displays the folder title as a header, a top navigation bar, and a list of your Zaps.

Each Zap is presented in a clearly defined section, and clicking on the link in the Zap name will take you directly into the Zap editor where you can edit that specific Zap. You will also find a checkbox on the left-hand side of each Zap box. You can use the checkbox to select one or more Zaps to manage using the options in the top navigation bar. Individual Zaps can be managed by doing the following:

  • Using the top navigation bar
  • Using the options within specific Zap rows
  • Removing them from the Trash folder
  • Utilizing the Zap Settings tab from within the Zap editor...
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