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You're reading from  Automate It with Zapier and Generative AI - Second Edition

Product typeBook
Published inAug 2023
PublisherPackt
ISBN-139781803239842
Edition2nd Edition
Tools
Zapier
Concepts
Workflow Automation
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Author (1)
Kelly Goss
Kelly Goss
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Kelly Goss

Kelly Goss is a process automation specialist and company director for Solvaa, a cloud-based automation consultancy. She has worked across multiple industry verticals for providing Zapier consultancy, digital process improvement, process mapping and process automation solutions. Kelly is a Zapier Certified Expert and a speaker at multiple events related to automation.
Read more about Kelly Goss

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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.

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Automate It with Zapier and Generative AI - Second Edition
Published in: Aug 2023Publisher: PacktISBN-13: 9781803239842
© 2023 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Kelly Goss

Kelly Goss is a process automation specialist and company director for Solvaa, a cloud-based automation consultancy. She has worked across multiple industry verticals for providing Zapier consultancy, digital process improvement, process mapping and process automation solutions. Kelly is a Zapier Certified Expert and a speaker at multiple events related to automation.
Read more about Kelly Goss

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