| Description |
1 online resource (706 pages) : illustrations |
| Note |
Includes index. |
| Summary |
Organizations experience significant issues with productivity when dealing with manual and repetitive tasks. Automate it with Zapier, Second edition has been extensively revised on how to analyze your processes and identify repetitive tasks that can be automated between 6000+ cloud-based business applications. It includes all of the newest features in Zapier such as AI functionality using the ChatGPT plugin, drafts, reordering and duplicating steps and paths, sub-folders and version history, as well as built-in apps such as Looping, Sub-Zap, Interfaces, Tables, Transfer, and provides more examples covering a variety of use cases sourced from the Zapier user community. You'll learn how to implement automation in your organization along with its important principles, terminology, and first steps of how to use Zapier. Progressively, you'll learn how to use Zapier's native functionality and all 27 built-in apps such as Filter, Paths, Formatter, Digest, and Scheduler, to enable you to build multi-step Zaps. You will also discover how to manage your Zapier account effectively, as well as how to troubleshoot technical problems with your workflows, and use the OpenAI integration to automate AI tasks. By the end of this book, you'll be able to automate your manual and repetitive tasks using Zapier depicted through real-life examples. |
| Contents |
Cover -- Title Page -- Copyright and Credits -- Contributors -- Table of Contents -- Preface -- Part 1: Getting Started with Zapier -- 1 -- Chapter 1: Introduction to Business Process Automation with Zapier -- Technical requirements -- How process automation helps businesses increase productivity -- Introducing BPA -- How your business applications communicate with each other -- The options available for businesses to connect their tools -- The "no-code revolution" and workflow automation with Zapier -- Understanding the key terms used by Zapier -- What is an app? -- What is a Zap? |
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What is a trigger? -- What is an action? -- What is a task? -- What is the Zap editor? -- What is the update time/syncing interval? -- What is a filter? -- What is a formatter? -- What are paths? -- What is a multi-step Zap? -- What is Zap history? -- What is Autoreplay? -- An example demonstrating the use of these terms -- Choosing the right Zapier plan -- Which is the right Zapier plan to use for your business? -- Creating a Zapier account -- Familiarizing yourself with navigation on the Zapier platform -- Icons in the left sidebar -- Icons on the top right -- Footer menu |
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Changing your settings and preferences -- My Profile -- Email Notifications -- Advanced -- Data Management -- Account -- Billing and Usage -- Members -- Summary -- Questions -- 2 -- Chapter 2: Preparing to Automate Your Processes -- Technical requirements -- Simplifying your processes and assessing what can be automated -- Assessing your top-level management goals -- Involving your team -- Brainstorming your processes and prioritizing them -- Analyzing and simplifying your processes -- Identifying what can be automated -- Documenting your processes |
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Establishing how your business apps integrate with Zapier -- Searching for information about your app -- Reviewing the information on the app profile page -- How to use your app with Zapier -- Getting the most out of the Zapier app ecosystem directory -- Navigating the app ecosystem directory -- A brief guide to choosing new apps for your business -- Summary -- Questions -- 3 -- Chapter 3: Building Your First Automated Workflow (Zap) -- Technical requirements -- Strategizing your first workflow -- Reviewing your process and app information -- Creating a step-by-step workflow plan |
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Connecting your apps to Zapier -- Connecting your apps in My Apps -- Creating your first Zap in the Zap editor -- Navigating the Zap editor -- Setting up your trigger step -- Setting up your action step -- Understanding statuses in steps -- Naming your Zap and turning it "On" -- Editing your Zap -- Drafts and Versions -- Using Zapier's guided workflows (Zap templates) -- Understanding field data types -- Date/time -- Number (integer) -- Boolean (true/false) -- File -- Decimal -- Ensuring your processes and automations stay current -- Summary -- Questions -- 4 -- Chapter 4: Managing Your Zaps |
| Subject |
Workflow management systems.
|
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Management information systems.
|
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Automation -- Industrial applications.
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Systèmes de gestion de flux de travail. |
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Systèmes d'information de gestion. |
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Automatisation -- Applications industrielles. |
| Added Author |
Lakin, Philip, writer of foreword.
|
| Other Form: |
Print version: Goss, Kelly Automate It with Zapier and Generative AI Birmingham : Packt Publishing, Limited,c2023 9781803239842 |
| ISBN |
9781803246628 |
|
1803246626 |
|
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