AI Use Cases: Automatically Create Zaps Using Zapier Copilot

Zapier · Beginner ·💻 AI-Assisted Coding ·2y ago

Key Takeaways

The video demonstrates Zapier's AI-powered feature, Copilot, which can automatically create and edit Zaps, connecting various apps such as Google Sheets, HubSpot, and Slack. It showcases how Copilot can help users build workflows from scratch, edit existing ones, and save time by auto-selecting options.

Full Transcript

hi I'm richer Carney a product manager here at zapier I'm super excited to show off one of our latest AI features in the zap editor co-pilot co-pilot is an AI powered chat that can build apps from scratch help you edit existing ones and also save some time by Auto selecting for you let's jump into a demo to see what it can do in this example I want to build a workflow that connects Google Sheets to H spots I've entered this prompt in to the box to start off our C- pilot great I see that C- pallet has created an outline for me which looks good and I'm going to add all the steps to my zap if only a few of these steps look good to you you can also add them individually cop pallet now prompts me to open a step what this does is guide me to the last incomplete step that helps me push closer to publishing a workflow for a app so if I open it I'll see the last incomplete step which is the Google sheet up being opened up for me to complete I have a great outline but I also want to add an additional slack step specifically I want to have a slack DM sent to me when a HubSpot contact is updated so I'm going to go ahead and ask co-pilot to do that for me I see a few options here but the one that I think matches closer to what I want is this so I'll go ahead and add it after I added the slack step you can notice a bunch of logs here what co-pilot is trying to do is Auto Select some ODS for us it's trying to find a match that would help us get closer to publishing so now if I go and open my Google Sheets I'll notice that an O has been selected for me I'm going to quickly go and complete the rest of this and unblock co-pilot from now completing the rest of the steps now you can see an O has been added for HubSpot and if I continue filling out the rest of the steps an O will be added for slack as well for the purpose of this demo I went ahead and added incomplete steps you can see that co-pilot lets us know that all steps have been tested successfully and publish my zap now let's see an example where I have a pre-existing zap that I want to update to republish in this lab I'm creating a draft email and Outlook using open AI when when I have a new out of office event let's assume our company is moving on to a new email provider Gmail and I need to update this workflow accordingly to ask it to update my email to use Gmail instead of Outlook so let's see what it does perfect so now I have a few options I can work with so I'm going to go ahead and swap these outting and we'll see the account connected is the one that I want also listed out here and I can continue to update accordingly and republish I hope you enjoyed these demos and I'm really excited to see all the ways co-pilot will help you build a faster stronger and creative workflow thanks for tuning in

Original Description

From our great example of AI use cases: Automatically create Zaps using Zapier Copilot! Creating Zaps has never been easier with Copilot, one of Zapier’s latest AI features. It’s an AI-powered chat that is your savvy assistant when it comes to building, editing, and powering-up your Zaps. This video featuring C. Kearny, a product manager at Zapier, shows you how much of a copilot the Zapier Copilot AI is, right inside the Zap editor. Zapier is a no-code automation tool that empowers you to automate your work across 5,000+ apps—so you can move forward at growth speed. Spend less time on busy work and more time focused on what matters most. Get started with Zapier for free at: https://zpr.io/XUiAHTJw2csj Subscribe to the Zapier YouTube channel so you don't miss other important tutorials and integrations: https://www.youtube.com/Zapier?sub_confirmation=1 Need customer support? https://zapier.com/app/get-help
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This video showcases Zapier's Copilot feature, which uses AI to help users create and edit Zaps, automating workflows and saving time. The demo provides a step-by-step guide on how to use Copilot to build a workflow from scratch and edit an existing one.

Key Takeaways
  1. Enter a prompt in the Copilot box to start building a Zap
  2. Review and add steps to the Zap outline
  3. Use Copilot to auto-select options and guide you through the workflow creation process
  4. Add additional steps, such as a Slack DM, to the Zap
  5. Test and publish the Zap
  6. Use Copilot to update an existing Zap and republish it
💡 Copilot's AI-powered chat can significantly speed up the workflow creation process by auto-selecting options and guiding users through the process

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