Reader small image

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

Product typeBook
Published inAug 2023
PublisherPackt
ISBN-139781803239842
Edition2nd Edition
Tools
Right arrow
Author (1)
Kelly Goss
Kelly Goss
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

Right arrow

Chapter 22 – Automating Your Operations Processes

  1. There are many different operations processes that can be automated with Zapier. If you use one or more cloud-based sales applications that integrate with Zapier, you will be able to automate processes that involve these applications. A few examples are as follows:
    • Task and project management processes
    • Document storage processes
    • Communication processes
    • Word document and spreadsheet processes
  2. In Google Docs action steps, always use the ID of the file or folder when mapping dynamic data from previous steps or entering text into the Document Name or Folder fields, respectively, rather than the name.
lock icon
The rest of the page is locked
Previous PageNext Page
You have been reading a chapter from
Automate It with Zapier and Generative AI - Second Edition
Published in: Aug 2023Publisher: PacktISBN-13: 9781803239842

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