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It means connecting AI tools—like ChatGPT , Claude , or custom models —to the apps and systems your team already uses, so they can help you automate repetitive tasks, surface better insights, and move faster. AI can knock out repetitive tasks in seconds. Integrated AI can help your team move from gut decisions to data-backed action.
Here’s how the Zap works: Triggers when a new task is created in ClickUp within the "Call Quality Risks" space. A Filter step evaluates whether the task qualifies for silence parsing (based on internal logic). The task is then automatically updated in ClickUp with the calculated silence duration.
It's about keeping that data up to date, ensuring the right people take action at the right time, and creating consistent, scalable workflows across your entire go-to-market motion. Zapier is the most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft.
Here are the top 5 AI tools every small business should consider in 2025, along with how they can help busy professionals deal with a range of administrative tasks in areas of their companies to work smarter, not harder. Send a Slack message when a new Stripe payment comes in), and Zapiers AI will generate and optimize the automation for you.
AI automation (sometimes referred to as intelligent automation) combines automation technologies with artificial intelligence (AI) to create systems that tackle complex work by learning, adapting, and making smart decisions. But an automation tool that can also collect new data, learn from it, and handle complex decision-making?
If you use an AI transcription tool like Grain , you know it can transcribe, summarize, and pull insights from recordings automatically in the background of every meeting. Use one of the Zap templates below to easily send new Grain recordings to Slack , Gmail , or Discord as soon as they become available.
Fortunately, you can use a little automation to create workflows that exactly fit your needs. Fortunately, you can use a little automation to create workflows that exactly fit your needs. Want to track monthly recurring revenue your own way, or combine data from multiple sources into exactly the report you have in mind?
We have documents, PDF files, emails, forms, and more… all scattered across different apps. You probably feel like you spend half your life copying and pasting information and files from one location to another. What if, instead, these tasks happened automatically in the background? Here are just a few: 1.
Each was once a technological marvel, but now they're an assemblage of expensive, plastic failures, incapable of performing the one task I need: turning on the dang TV. Successful integration ensures that data flows seamlessly between systems and that outputs from one AI component can become inputs for the next.
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The problem is what comes after meetings, like summarizing next steps or pulling insights from transcripts. And, even better, when you pair Read AI with Zapier, you can use AI and automation together to orchestrate entire processes around task creation, meeting follow-ups, and more. That's not really a problem. New to Zapier?
With an ITSM template, you can do things like create change plans, assess risks using AI, track deployment, and view everything in the queue clearly. From the project, you can switch between priority views and quickly see the status of each request—features that make the lives of IT teams much easier. user/month* Premium: $57.50/user/month*
My own system was a chaotic mix of muscle memory and flagged emails. And then I tried onboarding a new teammate while on holiday; my "clear" instructions unleashed a flood of confused Slack messages. It wasn't pretty, but it was a map , and infinitely better than fumbling directions from afar.
Connect your VoIP platform to your business apps automatically Learn how And with so much work being performed at home or in combination with an office, the need for clunky desk-hogging wired phones just seems impractical. Download an app to start making calls from a desktop, laptop, and mobile phone in a matter of minutes.
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Make your Google Sheets work for you Automate Google Sheets Spreadsheet CRMs are perfect for those just starting out or small business owners looking to upgrade from that old shoebox under their desk. Of course, you can also build your own CRM spreadsheet from scratch in Google Sheets if you prefer.
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With multiple models at your disposal (from the latest o3 and o4-mini models to OpenAI's flagship multimodal GPT-4.1), it can write code, solve complex problems, carry out highly creative tasks, and even provide deep research in a fraction of the time it would take a human.
And you want to build workflows that scale across departments without creating more work for the folks maintaining them. At its simplest, it means replacing manual tasks—like updating a CRM or routing an invoice—with automated workflows. Even simple automations might need buy-in from IT, legal, security, and department heads.
you're managing a handful of vendors, the next, your finance team is playing Whac-A-Mole with overdue notices, drowning in an inbox full of emails with the subject line "bumping this." For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. One minute.
Starting a new job is already a nerve-racking parade of awkward handshakes, mysterious Slack channels, and wondering if it's too soon to take your first bathroom break. For instance: HR emails IT: "John Doe starts Monday. Can you get him a laptop, email, and CRM access?" Automated provisioning fixes that.
Designed by Anthropic, Claude is a powerful chatbot that excels at summarizing text, writing code, and even creating content—everything you'd expect from an advanced AI assistant. Try Zapier Chatbots Create free custom AI chatbots to engage customers and take action with built-in automation. The best part?
Any gap in communication can lead to difficulties that range from minor project blips to absolute disaster. Their communication strategy involves creating anticipation through teaser campaigns, leveraging secrecy to build excitement, and hosting live events to unveil new products. Let's take Apple as an example.
Yes, they create recordings and transcripts. But while Fathom automatically captures audio and video recordings, Fireflies records only audio by default. After each call, both Fathom and Fireflies transcribe the audio from your meeting, providing a text record of the conversation. They summarize meetings.
More similar to relational database apps, Airtable approaches the spreadsheet from the perspective of a much more sophisticated database system, making it kind of a bridge between databases and spreadsheets. Airtable has a lot more features, and while it can present data in spreadsheet form, it's a much more dynamic database solution.
Chris shared his experience around creating effective systems and processes in his company: Albert Einstein said that insanity is doing the same thing over and over again — and expecting different results. Create hierarchical structures, arranging subtasks under parent tasks. Prioritize tasks Prioritization is essential.
If you're one of those people packing all those tasks and teams into a single, unified, potentially 4WD structure, these downloadable templates should help you set a workflow foundation and refine your project management skills. A sales team could use a project tracking template to monitor lead generation efforts. Try the template 3.
HubSpot replicated all the major functionality we were using from all the CRM/martech tools I just mentioned. For example, we’ve created workflows for automatic cleaning and standardizing of certain data fields. Email client : Superhuman , expensive but worth it. Import of data from business cards, signature files, etc.
It's helping millions of people write content, solve coding problems, and create games, among other ridiculous and impressive things. You'll find a bit of everything here, including ChatGPT alternatives that'll help you create content, AI chatbots that can search the web, and a few just-for-fun options. Easy access.
If you've heard the latest from OpenAI and ChatGPT, you'll know ChatGPT has released a new ecosystem of plugins, including the Zapier ChatGPT plugin. Explore now The Zapier ChatGPT plugin lets you connect thousands of apps (like Google Sheets, Gmail, or Slack) and automate tasks directly inside ChatGPT.
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In my years as a small business owner, I've experimented with several appointment scheduling apps—and I've learned what makes a tool stand out from the rest. For this article, I tested dozens of appointment schedulers to find the cream of the crop: the ones that will free up your time for more impactful business tasks.
For example, let's say you want to set a task's deadline to three days after a new lead comes in. You can use the date created field from your lead source, add a modifier such as +3d , and Zapier will automatically calculate that time from the date provided. Learn more about how it works.
Leap AI can then take those stills and create an avatar for you. Wait a few seconds, and you'll have four AI-generated images to choose from. You enter your prompt, and you'll be given a series of images to choose from. Imagine, as an example, you upload a few of your own personal headshots.
Instead of copying data between apps by hand or manually providing updates to your team, you can build automated workflows to handle the repetitive tasks. Zapier is the most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Trigger a follow-up email.
It stops you from procrastinating or getting distracted, so you can just get things done—and all it takes is a tiny bit of commitment. Inspiration came from a small tomato-shaped kitchen timer. Pick a task that you think should take roughly 25 minutes to accomplish. Bigger tasks will need to be split into smaller chunks.
If your team lives in Slack , you probably spend most of your workday in channels and DMs. But when someone outside your company needs to reach you—like leads and clients—email is likely the tool you rely on. When you're used to living in Slack, checking your inbox becomes an extra step that's easy to forget.
You can start by automating individual tasks with simple workflows—what we call Zaps—and grow into orchestrating entire systems across apps, teams, and data. From lead follow-up to content distribution, these workflows show what's possible when everything just works—automatically. That's where Zapier comes in.
With just a few Zaps—what we call our automated workflows—you can automatically track orders in spreadsheets, create invoices, and improve customer engagement. When a new order is placed in WooCommerce, you can use automation to create a new contact or update an existing one in your email marketing platform of choice.
Zapier Manager is available on all plans, and it doesn't count toward your task usage—but you'll need a Pro plan or higher to use its search steps. Zapier Manager is a built-in tool that automates processes related to creating and monitoring your Zaps. Those are the tasks that Manager can automate for you.
Try Zapier Chatbots Create free custom AI chatbots to engage customers and take action with built-in automation. You'll want a way to review key messages, extract important details (like follow-up tasks or lead info), and make sure every conversation moves in the right direction. It only takes a few minutes to set up.
If you've ever struggled to keep webinars fun from start to finish, you'll love what Demio 's platform has to offer you. With features like real-time chat, polls, handouts, and the ability to bring attendees on stage, Demio helps you create experiences that are interactive and, thus, memorable.
With help from GrowthFusion, a Zapier Solution Partner , the company implemented a fully automated lead management system. Automating the meeting lifecycle The new system connected Calendly , Zapier Tables , and GoHighLevel CRM to create a closed-loop process from booking to follow-up. Zapier became the foundation to fix that.”
Catered to enterprise users and big brands, you can create forms from professional templates, use natural language to build from scratch, and apply advanced logic capabilities. Once in the wild, your Feathery forms can collect all sorts of data—from product feedback to prospects' contact information. Learn more.
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