Utilising Zapier's Built-in AI Capabilities and AI Tool Integrations

Hi there, everybody. My name is Kelly Goss. I am a systems process and automation consultant, and I run a company called Solver. We are a consultancy based in the UK. We help businesses all around the world to become more productive with no-code tools that include automation, workflow automation builders like Zapier, as well as generative AI with ChatGPT and other AI-related tools.

So thank you to GitNation for hosting this workshop today. What I'm going to be talking about is a really exciting topic. Well, I love this topic. It's all about generative AI and how we can use that with automation, workflow builders like Zapier to make life way more productive. So the main thing that I want to be covering today, ultimately, is I'm going to give you an overview of the Zapier platform, tell you what that's all about, so that if you've never used Zapier before whatsoever, you can have a little bit more insight into what it's all about, what the platform does. And then I want to show you some basic things about how you can automate daily tasks within your work role, or if you're coming here listening because you have your own business, to do the same thing, but it's all about productivity ultimately.

So I'll give you some oversights around the Zapier platform and how you use it, some of the features and functionality, tips and tricks. But what I also want to be showing you is some of the AI features that Zapier has built into it that really is going to make you get a lot more productive with your actual automation building. So, you know, automation is about productivity. AI now in automation is helping you actually be more productive with the things that you have to do to build the automations and how that's going to help you if you're not a coder. I'm not a coder, I'm a no-coder, so I've learned how to use this platform and so can you. And then what we're actually going to talk about is more of those specific AI features within Zapier, and I want to give you some examples and use cases of how you can actually use the platform. And then I just want to build on that by showing you some other things that are really going to help you with building your automations.

I guess the first question is, what is Zapier? So the way I like to think about Zapier is that it is a connector tool. So if you think about all the different applications that you use in your work role or in your business, if you run a business, you might have, let's say MailChimp, you might have Google Drive, you might have Slack, you might have a whole variety and plethora of different cloud-based tools that you use for your work role. And what Zapier actually allows you to do is it allows you to connect all of those different tools together and to be able to then create a step-by-step workflow that you build yourself in a drag and drop editor and be able to link those tools together to perform different actions based on an actual trigger happening.

So, for example, if a new form is submitted through a website form, that's our trigger, we would then might want to take that information that's submitted in that website form and then add it to MailChimp. We might want to add that person as a subscriber into MailChimp, and we might then want to add them to an automated sequence within MailChimp, for example. So the trigger is where the form is being submitted and the actions are creating that subscriber within MailChimp and then doing whatever you want to do with them, adding a tag, adding them to a journey, whatever the case may be, those are the actions. So Zapier really sits as a kind of connector tool between the different tools that you might be using on a daily basis, and it allows us to build this automated workflow that we can then automate all of these different things that we might be doing manually and repetitively normally.

To start out with, I just wanted to show you, this is the Zapier app directory, and as you can see, Zapier integrates with almost 8,000 different apps. So again, these are some examples here, we've got Google Sheets, Gmail, Slack, Google Calendar, MailChimp, Google Forms, you know, thousands and thousands as we can see here. What Zapier also has is also some built-in tools that help you as somebody who is not a developer and not a coder to be able to easily format data and do different things like add in conditional logic, send emails and a whole lot of things to help you to build these workflows that you're gonna build out. So some of these examples are here, webhooks by Zapier, email by Zapier, et cetera.

So some of these examples are here, webhooks by Zapier, email by Zapier, et cetera. I'm gonna come back to this specifically about these different built-in tools, I'm gonna come back to this later, and I'm also gonna come back to this actual page because I wanna be able to show you some AI tools that integrate with Zapier that again are gonna make life a whole lot easier for you.

So that's a little bit about the platform itself, now let's dive straight into how we can actually use Zapier. So just a little bit of navigational stuff here for you, you'll see that once you sign up to an account if you don't have one already, this is basically what you're going to see once you've answered a few questions, onboarding questions. And some of these things here are super important for you as a user. This navigation here, and I'm gonna explain some of these different things that we'll have access to. And when you're starting to use this for the first time, this tool here, what would you like to automate is actually really cool, and I'm gonna show some of this to you later.

You'll also be able to see some of the zaps that you've updated recently once you start building. And there are also some useful kind of videos here that are really kind of handy. In terms of pricing, if you don't know anything about Zapier ultimately, the pricing is very, very straightforward. And what Zapier takes into consideration is how much you automate. So the more you automate, the more it's gonna save you time. And then the more they charge you basically for automating the things that are saving you time. That's basically the principle behind it. And very straightforward, three main plans that are applicable to most people, and then the enterprise plan, generally enterprise level automations. But for most people or businesses using the tool, you'd either be using a free plan, a professional plan, or a team plan.

A free plan, this is really going to be useful when you are getting started and you're just playing around with the platform. The downside to this plan is that you only have 100 tasks, and I'm gonna explain what a task is in a minute. And you only really have access to be able to make automations that have two steps. One, the trigger and one action. So if we use that example again earlier on, where I said form gets submitted, that's the trigger. And one action could be adding a subscriber in MailChimp. What we wouldn't be able to do on the free plan is then add a subscriber to a particular list, or if we wanted to do anything more detailed after that. What we can't also do is we can't add in additional steps where we might have to format data and do different things, add in conditional logic, where say, for example, we only want to add specific types of subscribers to this list if they satisfy specific conditions. So we wouldn't be able to do that on a free plan. Good time for me to talk about tasks. What a task actually is, is if you have an automation, which I'll show you an example of this. This is an automation that is built within Zapier. So a Zap that is built where you have a trigger, a new message in Slack channel, you have a filter, which is the conditional logic, and you have an email that is being sent out. So this is a Zap and it has three steps.

Step one, the trigger, step two and three are the actions. Now what a task actually is, are whenever this automation runs, if it runs successfully, as in it manages to complete each step, that is considered one task. So if my Zapier, which is my new Zapier sales lead in Slack, send an email to Kelly, whenever this runs, if it ran 100 times in a month and I have two steps and it ran successfully, that would mean that I have used 200 tasks out of this automation.

So going back to the pricing, essentially what this means is, if you have Zaps that have 10 steps in them and they run 100 times and those are 10 action steps, that would be 10 times 10, which would be, what would it be? A thousand, is that a thousand? I'm trying to think now actually, I'm getting my maths wrong. But anyway, basically, did I say 10 or a hundred? Anyway, the point would be, you multiplying your number of times that automation runs by the number of steps within the automation. So what actually most people will use is a professional plan and most people who start getting serious about using Zapier are gonna be using a professional plan with at least 750 tasks, that's the minimum.

But you can see that this goes on and on and you could be using a professional plan with two million tasks in it, which would cost you $3,000 a month. But the whole point here is the more you automate, the more you're saving on time and the more you are going to be ultimately being more productive. You can do a lot with a professional plan and the only reason really that most people would move onto a team plan is if you have multiple people who are building automations within your team and you need to have a shared workspace. In most cases, businesses will have one person building the automations and a professional plan is sufficient. So on top of that, you've also got agents, chatbots, interfaces and tables and you get some free access to them but the more you're using them, you do actually have to start paying for the usage for them. So that's just a brief overview of the Zapier pricing itself.

What I would actually like to go onto is just give you some examples and oversights of some things that you can actually do within Zapier. So if any of you watched my talk during the conference, I did talk about some of the things that you can do with Zapier from a marketing perspective and you can make zaps that are very simple and straightforward, like this one that I've shown you, literally two action steps but you could even just have one action step. Maybe I don't even need to have a filter in here but you can also make some zaps that are pretty complex and do a lot of things, have a lot of complex logic in them. So just some examples here, you could have something that has multiple steps where you wanna add different things or do different things in multiple apps. So here I'm using Zapier interfaces, which I'll explain in a second and then adding information, looking up information from different lookup sheets, which is in Google Sheets and then updating rows within those Google Sheets and then sending out emails, for example, and to have some conditional logic in here, which is the paths here is a little bit different to the conditional logic here, which is filters. So filters, very straightforward, are just saying if this data fits this particular criteria, then continue with the zap, allow the workflow to move to the next step. Whereas branching logic and paths is a little bit different where then you are allowing different logic to say, okay, if option one fits this criteria, so say, for example, in this case, a client is found in the Google Sheet where I've done the lookup here, or option two, if the client is not found in the Google Sheet, do something else. So you can see I've got different paths with different ways of doing things and I can add multiple different paths in here to do different things. Here's another example where we get even more complex. There's a lot of different action steps in a lot of different apps, Gmail, HubSpot. I've also got some AI passing steps. I'm gonna talk about AI by Zapier a little bit later. Got webhook steps and formatters and delays and filters. And all of that, again, you can be really simple and straightforward, or you can be super complex with the way that you're actually building out your automations. With that in mind, there are other things that you can do with Zapier, which means that you can use other functionality to add on to your automation. Zapier has tables functionality, which works in the same way as, or a similar way I should say, as database tools like Airtable and SmartSuite. And in a sense, similar to spreadsheets where what you're doing with tables is you're literally just collecting data in a table and you can build out a table to be able to view different information in the same way that you have information in a spreadsheet. What that actually means is you can have all your data in one place.

So let's just say you wanted to collect form submissions from somebody signs up to a marketing form, you could collect all of those form submissions, name, email address, et cetera, into a table within Zapier, which means all the data repository is in one place. And means that you don't have to have multiple tools like a spreadsheet or a separate database to collect all of this information into it. And then what you can do on top of that is create automations that are linked to that table to be able to do different things with that data afterwards. So pushing that data into different places, formatting the data or whatever you want to do. So tables is an extra feature.

And then we've also got interfaces. And interfaces, so you'll see one of my zaps here was running off an interface. So somebody is submitting a form that we've built within Zapier. And that's one of the main purposes for something like interfaces, where you can build forms where you can embed them on your website or have them as a standalone form where somebody can submit that. You're then connecting that to Zapier, you could then connect it to Zapier table to collect all of that information. And then you can have automations that run behind it. And then lots of different things that you can do with these interfaces. And there are actually templates that you can use as well. So I can create a page test and I can use lots of different templates of components to be able to do things with it, like trigger a zap from a button and do some manual things in my automation as well if I want to and create chatbots, which we're gonna come to in a second.

So that's interfaces. We've also got some AI features that again, some of the topics that we're gonna be talking about today in terms of AI functionality and features that Zapier has. So we have chatbots, which again, kind of bolts onto the interfaces. So you create an interface using the, and then a chatbot behind it, and you can give it instructions, connect it to a knowledge source, put logic in place so that you can do different things. So you can create zaps that run behind it. And there's different things with styling and conversations, integrations, and all of that kind of stuff. So just to show you a very, very quick example here, this is a bot that Zapier has built just for the purpose of helping people to understand how to use it. And it's a brand risk assessment bot. So I could actually say, and I've just got some stuff here that I've got as templates so that we can use this. I'm gonna put this in as a statement. So an employee has made a damaging remark about a customer publicly, and then we're gonna ask the bot to give us some information. It's giving us a risk assessment of nine. And then I'm gonna say, what can I do about it? And then it will, you see, give me some extra information. So this is a bot that's being trained as a risk assessment bot. We've also got Zapier Agents, which used to be called Zapier Central, which was launched a few months ago now. And you can actually build an agent in here, which then allows you to add information from a repository.

So you can connect it to different sources of information. And there's some templates here that you can use. And then you tell it to create different actions. So in a sense, it is similar to your chatbot, but what's cool about using the Zapier Agents is that you actually have a Chrome extension that you can use. And once you've built this out, you can use your Chrome extension to do something. So I'll give you an example of this where I've just used this as a template, a Zapier Agent template that extracts LinkedIn company information from LinkedIn pages. And then what it does based on my instructions is it will extract that information and then it will add it into a ClickUp task. We use ClickUp internally for our operations. So it will collect that information and add it into ClickUp as a task. So I can show you an example of that where if we use GitNation Foundation as an example. So this LinkedIn page, I will then use my agent, which is that one, and I'm now gonna start a new chat and this is gonna run my behavior and get the information from the page. Hopefully it's gonna work well. So it's gonna extract all this information from the Git Foundation LinkedIn page. And then it's told me all of this information and how it's gonna create this task. These are my instructions. So extract the information from the page, summarize the information, and then create a task within ClickUp. So it's taken all of that and it's just taking a little bit of time to create my task, but it should do that very shortly. Yeah, there we go. And then it send me a link here as well to go into the task to be able to access that information. So let's just see what it's done. Yeah, so it's created this and added all this stuff into this description here for me. So, I mean, you can create these bots to do different things or these agents to do different things for you based on how you build it out within the platform. Another thing that is a great addition to Zapier is Zapier Canvas, which essentially acts as a whiteboard. And if you're a user of something like Miro or Whimsical, you can actually put together workflow diagrams within Canvas and you can then even connect them to your zaps or multiple zaps. So you can actually have one place where everything is mapped out and it's really useful for collaborating if you have a team account as well. So here's an example, let me, where you can see that we know how our automation might be mapped out where we have an interface and then we've got steps that would be linked to a zap and there's different bits such as conditional logic and different zaps that we might have created showing even the steps that are connected to zap. So it's really great because then you can add notes, you can actually have all of your workflow mapping in one place essentially, which really makes it very useful for keeping on top of your workflow mapping and documenting everything as well.

So those are just some general features within Zapier which kind of bolt onto building automations as a baseline, but what I wanna show you next is how to actually start building out your zaps and the easiest way to actually get started.

So one thing to just mention very quickly, so the page that we had a look at earlier, so this apps page, you'll see for every app that Zapier has integrated with it, each one of them has a page and if you're not sure whether or not your app is connected to Zapier, all you have to do is come in here and search.

So if I go to Mailchimp again, I can search for that. I can also click on this explore apps and it will bring up a search option to be able to search. So let's just go to the Mailchimp integration and if we scroll through this page, there are a few things that we should be taking into consideration. First of all, Zapier has made it really easy for a lot of people to be able to just get started with using templates. So these are simple and straightforward templates that have been built so that you can very easily start using Zapier for automating different tasks.

Another thing to take into consideration is what I was talking about earlier on in terms of triggers and actions. So the example that I used earlier on in the discussion was about a form being submitted, which is the trigger. And that can then, we can use an action in the automation to do something else, such as add a new subscriber to Mailchimp. So let's find our actions. I'm actually gonna, we've got triggers and actions here. So subscriber, yep. So here, add or update a subscriber. So we can do that. So when a new form is submitted, we can add or update a subscriber to Mailchimp, but then we can do all of these other things. We could create a custom event. We could create a campaign. We could create a tag. We could create an audience. We could send a campaign. We can add a note to a subscriber. We can remove a subscriber from a tag. So there's a whole lot of different things as well as being able to perform search actions, find campaigns, find customers, all of that kind of thing. And this is really important when you start thinking about what you want to automate specifically. It's always a good idea to start from the beginning and actually do a little bit of planning first, because that will save you a little bit of time in terms of your strategy with building your automations. So I would just make sure that you're aware of what's available in terms of triggers and actions, and this is a really nice place to refer to as well as start using templates.

And this is really important when you start thinking about what you want to automate specifically. It's always a good idea to start from the beginning and actually do a little bit of planning first, because that will save you a little bit of time in terms of your strategy with building your automations. So I would just make sure that you're aware of what's available in terms of triggers and actions, and this is a really nice place to refer to as well as start using templates.

Now, let's talk about actually building some Zaps. The easiest place to start is you could go and create a Zap, but let's not overcomplicate that. Let's just assume that you have a really good idea about what you actually want to build, and we can use AI to give Zapier a prompt about what we might want to build within Zapier. So I've written out this prompt just as an example, and as you know with generative AI, rubbish in, rubbish out, basically. You must really be descriptive about what you want to do, so make sure that you're very clear on the steps that you want to take, and you can tweak and change this and test it as you go along, but you'll learn very quickly that the more descriptive you are about what you want your workflow to do, the more accurate it's gonna be. But just remember that this tool is in beta, so it's not perfect yet, and Zapier's still making adjustments to this.

So my example here is gonna be when I receive an email in Gmail, create a task in ClickUp that's assigned to me, draft a response with ChatGBT, and send a response in a reply with Gmail. This is not the perfect prompt. I could probably change this prompt so that it is much more descriptive than what it actually is. I might want to say draft a custom response or create a task within ClickUp that's assigned to me in this specific list in ClickUp, and I may want to be more descriptive here. So let's just actually run this and see what Zapier thinks about this. So the plan here is that we put in the prompt. Zapier is then gonna take that information and think about what this Zap is gonna look like. So here is what Zapier thinks. Step one, new email comes in in Gmail. That's correct. Step two, create a task within ClickUp, correct. Step three, work with a conversation within ChatGBT, correct. Step four, send email. So that looks like it's actually pretty good, but what this might not do is be descriptive enough of a prompt to add everything else in that we want to do. So if we just click on try it, that is then gonna create a Zap within this Zap Builder area. So this is ultimately our drag-and-drop area where we can do different things. And what we then need to do in this Zap is if it's good enough, we can start using this to extract information to then be able to work through testing this Zap. So we do need, it does do some configuration for us. So if we haven't connected all of our apps, we can do that through here. So you can connect your accounts, but another place to connect your accounts is actually in the main dashboard where if you go to apps, you will be able to see, to connect all of the different apps that you have. And this is actually better to do right at the beginning when you start to use Zapier.

So we can then go ahead and start configuring. I might just want all of my labels and inboxes to be relevant, and then I can just bring through some test data. So in my example, I've got these three lots of emails that have come through, and this is just one from Miro. We use Miro for process mapping, and it's just a generic kind of email marketing email that's come through, so it's a good example to use. So we can continue with that, but we can actually swap between different records if we want to.

But in this case, we're gonna use that first email, which is our Miro one. So, and then we're gonna move on to the next step, and this is where we start having to map out different sections. So you have different things like dropdowns where you can make selections, or you can map in values, dynamic values from previous steps, and you can do that by changing between static and custom. Here, I'm gonna choose my space. So let's just use this one, for example, and I'll choose a folder, and I'll choose a list, and then I may want to have my task. I don't want a template, so I don't need that. So I want my task to actually be the same as the subject of the email. So I'm just basically, that's very easy, just selecting from my step one and choosing data from there, and then I can do whatever I want here. I can put in text or anything else, and I can assign this to myself or somebody else in my team, and put in different things like due dates, start dates, et cetera.

For the purposes of this, I'm just gonna show you how this works. I can then skip this test or test it completely, and I might want to do an actual test on this. In this case, I'm actually, well, I will do a test because it's not going to hurt anything. From my side, we're gonna do a test, and that's gonna create the task within ClickUp, and then I want to start configuring my different messaging for ChatGPT. So what I might wanna do here is, like I said, it's not been descriptive enough to tell me to put the prompt in for ChatGPT, so I might wanna craft my prompt to actually put in here, choose the model that I wanna use, which I've obviously got the different models. I won't go into the details about that, but there's lots of different things that I can do here, and then once that's finished, again, I would do the same thing for my send email step and configure that with who I want it to be sent to, the message, the body, et cetera, take into consideration anything that has a red star next to it, which is a required field.

So that's the basics of how you can create an automation within Zapier if you don't know how to use Zapier and you haven't used it yourself before, and how the mapping essentially works. What I do wanna show you is how Copilot, which is the same tool that we used, what do you wanna automate now, which brings us into here, to actually be a little bit more descriptive about how we wanna build our ZAP. So there are lots of things that Copilot actually does. It links to different steps. So we can use Copilot suggestions to do different things, like filling out some fields. We might wanna get this to fill out some fields, but we have to configure this step. But just as an example, let's see if this will do anything. You'd hope that it would create my prompt for me, but I don't think it will. We might be lucky. So it's preparing those suggestions for me, which may not be so useful in this specific case, but anyway, so you can play around with this and test out different things with Copilot.

Oh, here we go. We've got this, but there's no actual prompt in there as such, so what we might wanna do is just play around with this and test it a little bit more. But what I do wanna show you is how you can use Copilot to actually create a ZAP from a workflow diagram, so what we have here is just a blank automation and we have Copilot, and what I wanna do is actually create an automation from a, let's just use this prompt. I wanna create an automation from a workflow diagram, so I'm gonna put this create a ZAP outline for me using this attached image, and then I'm gonna attach an image from a Miro diagram that I have already created, and I'm gonna send that prompt and let's see what it actually does.

Now, just to show you what that particular one looks like, it is actually this, it is a workflow diagram that does different things, it's got conditional logic, yes, no, and what is actually happening within it. One of the limitations of, so it's still converting the file, but one of the limitations of Copilot, again, because it's in beta, is that it doesn't, if you're gonna try and do this with complex workflow diagrams or images, it doesn't take into consideration conditional logic. So if you have a very, very simple workflow diagram, it will work really well, if not it doesn't. So we can see it's actually extracted all of this but hasn't been very specific about the tools that we're using, and that's our fault because actually our trigger here doesn't say which tool it is, but it does say things like click up, etc. So it's read some of that information. So if we go and use add all these steps to zap, as you can see, this is, in theory, this could be really great if we had been, we have a workflow diagram that we are really, really descriptive about, and we've already got this, and now we don't wanna start building out something from scratch with Zapier. We've actually used that, uploaded this, and it's pretty accurate. So the trigger might not be accurate, but you can change that, and it's actually using filter conditions instead of paths here, which is okay because what we can actually do is we can alter this so that it has the path in here. So we could add a path at the bottom and then start moving steps around because it's very easy to drag and drop different steps. It's easy to move things around and delete. So easy to duplicate, copy, delete, and all of that kind of thing. So you could still save some time even if your workflow diagram had conditional logic in it to run it through the Copilot. But I'll show you another example where we have something with less conditional logic in it. So if we used this part of this workflow diagram here, I just wanna show you if we create a new Zap. Let's create a new Zap. And then we're gonna use our Copilot again, and I'm gonna attach a different workflow diagram to it this time. And let's see what it does. So while it's working, it's magic. This is a very simple workflow map in Miro again, but it's more descriptive. It's got what forms we're using. It's got the different apps. And interesting because even though it uses logos, Zapier should pick up the fact as to what app it is. So this is Pipedrive, this is CognitoForms. Let's see what it has actually done. Okay, so yeah, we've got CognitoForms, we've got Pipedrive. And if I add all those steps to the Zap, we'll see that it is pretty accurate.

So let's go back. A new form, create person, create organization, create deal, create activity. Create person, create organization, create deal, create activity. So it is pretty accurate. And that's done that in seconds. And it would probably save you five minutes building this if you're a new user, five or 10 minutes building this as a new user if you use a workflow diagram. So that's just some great tips as to how to start using Zapier really quickly and straightforward using these AI tools.

And then obviously you can use the Copilot to be able to do different things. There are some other things in here that I find very useful. So just having a look at all of these different assets that are here on the side here, so you can do different things with Closed Copilot. So linked assets, not so important. Details, show you some information about your Zap. What I wanna show you is this, Zap Notes, where you can actually generate notes with AI, which is really useful if you have a really complicated automation, you can create a summary here which tells you what the Zap actually does. And this is useful so that anybody who, especially if you're using a Teams account with lots of people having interaction with these automations, you can actually come in here and generate these Zap Notes, which then helps somebody who hasn't used this Zap before to be able to understand what it's about just as a snapshot. So I would say that this is a really useful tool to use. Probably not much point me going through all of this stuff. I have got some things that I want to explain that are gonna be useful to you, but we'll get to that in a second.

So some of the other things that have AI built into them with Zapier are some of the built-in apps that Zapier uses. So this is a good time for me to just explain a little bit about the other built-in apps. So if we go to the Zapier apps, you can see Zapier's tools that are built in, and this is really, really useful. This, to me, is where a lot of Zapier's power comes in because you can do different things with Zap, which means that you don't have to use code, you don't have to use anything else other than built-in tools within Zapier. So these are all the free tools that are part of what you pay for as part of your plan. So from professional plan upwards, you'll have access to all of these tools. So conditional logic with filters or paths, formatting, which is data formatting, time formatting, creating lookup lists, you can use all within the formatter, webhooks, this is you use webhooks to create webhook URLs, and also to post webhook data to other URLs. And there's other stuff that you can do with it, which is a little bit more complex. You can send emails by Zapier, just comes from a zapier.com email, which is really good for notifications. Likewise, you can send SMSs to one number, a known number, so you can send that, like validate your own number and send it to yourself. So things like email, reminders for different things are really very useful. And there are other things that are so great that you could do here. So scheduling, you could schedule an automation to run at a particular time of a day, once a month or something like that, because you're specifying what the trigger is.

You can put delays in. So if you, as part of your workflow, you only want something to happen one week after a trigger has happened, you can do that. So in our example about MailChimp again, we could use the situation where a form is being filled out. We then add a subscriber to MailChimp. We then put a delay in and put a delay in for a week because we only want a campaign sent out to that person a week later. So we could do that with Zapier.

There are other more complex things in here, like Code by Zapier, which I'm gonna show you in a little bit, AI by Zapier as well, SubZap, Storage. There are a lot of other complex things which are more kind of like developer type of products, but you'll find as a normal user, tools that I've just mentioned, like RSS by Zapier, email parser. This helps you to scrape information from emails, which you could even use AI for as well. Then some fun things like weather by Zapier and retrograde by Zapier, but then also important things like Translate by Zapier, which you could also do with AI, but obviously you wouldn't need to be worried about whether or not you're paying for chat GPT if you're using Translate by Zapier. And then lots of other things here. URL shorteners like Bitly, Digests, lots of different things, Chrome extensions and that. So really, really handy for you to know what these things are.

And what I would suggest that you do is you come in here and just have a look at these different built-in apps, because it's really gonna help you to understand how to do things when you're trying to build your automations. But now let's look at a couple that are really gonna help you from an AI perspective. So AI by Zapier can be used as an action step. And essentially when you are setting it up, you've got different, just this one action event that you can use to analyze and return data. Really easy to configure because you just put in a prompt and you map your information from a different step. I'm using, I'll use this example because I've actually got this one set up.

So in this particular case, we've got a new task that has come in, been added into ClickUp. I then want to take this and translate the following text into Spanish. Please provide me with the translated text without any additional explanations or notes. And then I can test that and it's translated my information into Spanish. What I can do here is initiate a prompt assistant and use a prompt builder that has different templates in it. Translate text, create text, a task from text, draft sales email. There's a whole lot of different things that I might wanna do here. Extract geographic data from phone number, whatever. There's a lot of stuff that I can do here that from templates that's really useful, which say for example, you can't do with the Zapier formatters. So really useful thing to potentially try out. If you are a no-coder like me, there may be situations where you might for whatever reason, not be able to do what you need to do in an automation without using some code like JavaScript or Python. So Zapier has a step that allows you to run JavaScript or Python and there is an AI generator within this step that where you just give it the information that you want and it will create the code for you, which is super, super useful. And of course, as we know, if you've been using ChatGPT, you may have wanted to create some code and ask ChatGPT to help you to understand how to use this code somewhere. This is really useful. So let's have a look at a prompt here where I wanna write some code here. So, okay, I'm gonna generate this with AI and then I'm gonna put my prompt in here, which is, I want to retrieve detailed information about a contact in PipeDrive, such as all phone numbers associated with the contact. Also wanna manipulate these phone numbers to extract the area code, et cetera, et cetera. Yeah, I've got a lot of stuff here. When could code be useful? Code could be useful when you need to have multiple steps within your automation to do multiple things and you could actually save on your steps and your tasks on a monthly basis if you have one code step that actually asks to do the same thing. So this is just an example. We'll let this run for a second and hopefully it's gonna generate our code for us. It's taking a little bit of time. So here we've got this code generated and we can use that code and all we have to do is make sure that we map the correct information to here and then we can test it and that should work all great. So it is actually a really good module to use. Just wanted to give you an example. Let me just check my other... Oh yes, so before we start on this one, just to give you an example of something that we do regularly on a monthly basis, we have an automation that runs with schedule by Zapier. So at the end of every month, it will then prompt chat GPT and ask chat GPT to provide 10 social media content ideas and three quotes about business process automation and productivity and I've been specific in there. I mean, obviously I could be a lot better with my prompting say, you're a social media expert. This is what I'm looking for specifically.

I could be more specific about my prompt. As you probably know, if you've been using chat GPT, the more specific you are and the more details you give it, the better really it is going to be. So I could be more specific about my prompt here, but just for the purposes of this, we've got this prompt and every month this runs and it will take this chat GPT conversation and then it will take all of those different social media content ideas and quotes and split them into separate lines and then it will loop through each one of those particular lines and create a separate task within ClickUp our social media, in our social media list within ClickUp. So just an idea of something, a use case that we actually use internally.

Another thing that you can actually do with OpenAI is use rather than chat GPT, use the OpenAI integration with Zapier to generate images with Dali or to use Whisper, which is another module within OpenAI to be able to do things like convert text to speech, classify, sorry, convert text to speech, which will be with Whisper, summarize text. There's a whole lot of different things, create translations. So there's a whole lot of stuff that we can do with the chat GPT, sorry, the OpenAI integration with Zapier and then obviously with the chat GPT, integration we've also got these other things like analyze images, analyzing text sentiments, et cetera, et cetera. There's a whole very, very long list here. And again, we can also create images with Dali, et cetera. So there's a lot that we can actually do with the actual integrations with chat GPT and OpenAI. But what you must remember is that you do need to be paying for the business, the paid for versions of both of them and you do actually need to add credit for tokens to be used. So that's important to note.

Then one of the last things I wanna talk about ultimately is error handling. So if you have used Zapier already, you will know that every time Zapier runs or your Zaps run, you will have access to your Zap history here. So just a few examples of all the runs that we have actually had. So we've got one that's running right now. You can see that this is delayed. It's actually in the process of running and we've got different things with different statuses. What I do wanna show you is if you have something with an error, you can actually troubleshoot this error to try and understand what has actually gone wrong with it. So if we look at this one specifically, we can go to the error step, which is this one here and we can ask Zapier to do some troubleshooting for us to say what exactly the problem is. I mean, it is in beta. It is a little bit generic. Personally, I think if you know what you're looking for, you'll probably find, if you know what the Zap is, you'll find that more useful than actually using this but it's telling me here exactly what the problem could be with this particular automation. And then I think the last thing that we are gonna talk about before we start wrapping up is coming back to the Zapier directory and different tools that integrate with Zapier. So there is an artificial intelligence section and you'll see that there are 328 tools that currently integrate with Zapier, obviously, Chat GPT and OpenAI being at the top. But there are things like Fathom, which is an AI meeting assistant, Google AI Studio, which is Gemini, Read AI, Seamless AI, there's a whole lot of different tools here. So why I'm mentioning this is because I find that this directory is super, super useful if you want to actually find a new tool to be using for a specific purpose. And you know that the power of productivity is based in being able to connect your tools together and automate manual and repetitive tasks with tools like Zapier or Make or N8n, or there's a whole load of different tools that you could be using. But we're obviously talking about Zapier right now. So it's good to know that if there's a tool that actually, an AI tool or some other tool that integrates with Zapier, it's a good start for actually using this as a data repository in terms of understanding what tools you can actually use to do specific things.

Say, for example, you may want to create videos and you can use Synthesia for that. So you can create AI created videos from scripts. Or text just using Synthesia, for example.

That is just an overview of everything. And we're probably not everything. I think I've covered probably 90% of the different AI-based tools within Zapier, giving you an overview of how you can actually use Zapier for building your automations, some tips and tricks in terms of functions and functionality and features.

Last but not least, before we go into some questions, just wanted to let you know that if you do want some extra information, my company is Solver and we're at solver.co.uk. We have a free ebook that is about Zapier. We also have a great blog where we talk about loads of different things, including chatGBT and other tools that we use in Zapier and that kind of thing. And we do also have an academy where you can learn some stuff for free. So we have lots of free courses and obviously some paid courses as well, but take advantage of the free courses because you'll definitely get some insights into different things.

Thank you everybody for listening and just if you have any questions or anything after this, please feel free to reach out to me, connect with me on LinkedIn. I'll just show you who I am on LinkedIn so you remember my profile. So this is me on LinkedIn. Please feel free to send me a connection request, reach out to me and looking forward to hearing from you. Thanks for today and best luck with your Zap building. Happy automating. Thanks, bye-bye. Bye-bye.