Zapier Introduction with AI Integrations Course Outline

Overview
Are you tired of repetitive tasks that take up too much of your time? Do you want to increase your productivity and free up your schedule for more important things? Then look no further than this two-day Zapier training course! In this course, you'll learn how to automate your business processes using Zapier, a powerful platform for business process automation. We'll cover the technical requirements and key terms used by Zapier, as well as how to navigate the platform and change settings to suit your needs.

You'll also learn how to build your first automated workflow and manage your Zaps, troubleshoot and handle errors, and customize your Zaps with built-in apps by Zapier. We'll even show you how to use the features of the Formatter by Zapier built-in app for formatting date and time, numbers, and text. By the end of the course, you'll have the knowledge and skills you need to streamline your workflows, increase your productivity, and take your business to the next level. Don't miss out on this opportunity to learn from our experienced instructors and become a Zapier pro!

Who Should Attend?
This Zapier training course is ideal for professionals who want to increase their productivity and streamline their business processes. Anyone who spends significant time on repetitive tasks and wants to automate their workflows will benefit from this course. This includes business owners, entrepreneurs, project managers, marketers, and administrative staff who use multiple apps in their daily work. Whether you're a beginner or an experienced user, this course will provide you with the knowledge and skills you need to become a Zapier pro.

Prerequisites
Before taking this Zapier training course, participants should have a basic understanding of business processes and familiarity with the apps they use in their daily work. Additionally, participants should have a computer with internet access and a Zapier account. It is recommended that participants complete the Zapier introductory tutorial before attending the course to ensure they have a basic understanding of the platform.

COURSE OUTLINE

I. Getting Started with Zapier

Introduction to Business Process Automation with Zapier
Technical Requirements
Key Terms Used by Zapier
Navigating the Zapier Platform
Changing Settings

Preparing to Automate Your Processes
Simplifying your Process
How to Integrate your Apps with Zapier
Getting the most from the Zapier Ecosystem

Building Your First Automated Workflow (Zap)
Strategizing your Workflow
Connecting your Apps with Zapier
How to Create your first Zap in the Zap Editor
Understanding Field Data Types

Managing Your Zaps
Keeping your Zaps Organized
Managing Your Zaps
Understanding Zap Statuses
Sharing your Zaps and Folders

Troubleshooting and Handling Zap Errors
Managing Zap Error Alerts
Managing App Status Alerts
Utilizing Zap History for Troubleshooting
Finding Help

II. Customizing Your Zaps with Built-in Apps by Zapier

Creating Multi-Step Zaps and Using Built-in Apps
Creating Zaps with Multiple Actions/Steps
Intoducting Apps by Zapier

Getting Started with Build-in Apps
Applying Conditional Logic
Adding Delays
Scheduling Your Zaps

Built-in Communication Apps
Sending and Receiving Emails
Sending Emails through Mail Servers
Retrieving Emails from Mail Servers

Exploring Built-in Apps for Extracting and Compiling Data
Extracting Data from Emails
Using RSS Feed Readers
Compiling Data in Digests

Managing Your Zapier Account
Getting Notifications
Zapier Manager

III. Using the Features of the Formatter by Zapier Built-in App

Formatting the Date and Time
Basics of Adjusting Date and Time
Manipulating Dates and Times

Formatting Numbers
Transforming Numeric Values
Formatting Currencies
Formatting Phone Numbers
Performing Mathematical Operations
Using Formulas

Text Formatting Functions in Zapier
Transform Text Values
Capitalizing the First Letter of Every Word
Converting to Upper Case
Converting to Lower Case
Replacements
Counting the Number of Characters
Counting the Number of Words
Removing Whitespace

Zapier's Utility Functions
The Formatter
Importing Data from CSV Files
Using Lookup Tables
Picking Data from a List
Manipulating Line-Items

Getting the Most Out of Zapier
Automating Processes (by line function)
Tips, Tricks and Best Practices

IV Zapier and AI Integration

The Zapier NLA API
Using other AI-Infused Products with Zapier
The Zapier OpenAI Plugin

View outline in Word

XZAINS

Attend hands-on, instructor-led Zapier Introduction with AI Integrations training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Zapier Courses and select the one that's right for you.