The Zapier Blog

JULY 11, 2025

So, despite all the fancy acronyms and terms cribbed from rugby (what's a Scrum?), Lifecycle: Every project management framework has a lifecycle , which breaks projects down into distinct phases and stages, creating a roadmap from planning to delivery. some core components appear in virtually every approach.

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The Zapier Blog

JULY 17, 2025

Security: You'll get similar security quality from either processor, including safeguards like data encryption, 2FA , fraud detection, etc., Report building: PayPal might be a tiny bit more capable of the two, but either will allow you to build simple reports from past transactions. Custom domains will run you an extra $10/month.)

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The Zapier Blog

JULY 3, 2025

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. Update the project doc.

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The Zapier Blog

JUNE 8, 2025

At first glance, Jasper and ChatGPT seem similar—they're both generative AI tools that can create content in a split second. Jasper is built for marketing teams and is better for creating marketing content. There are two main ways to start creating content in Jasper: apps and chat.

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The Zapier Blog

JULY 17, 2025

Traditional AI deployments often create silos—your chatbot doesn't know what your recommendation engine is doing, and your data analysis tool can't share insights with your automation platform. There's a lot of overlap, so let's break down how AI orchestration differs from some similar-sounding concepts.

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The Zapier Blog

JULY 18, 2025

In a perfect world, we'd have our documents all neatly organized in a centralized location. 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.

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The Zapier Blog

JUNE 30, 2025

With the click of a few buttons, you can create client profiles, add payment options, include expenses, and even add your logo. We're never paid for placement in our articles from any app or for links to any site—we value the trust readers put in us to offer authentic evaluations of the categories and apps we review.

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The Zapier Blog

JUNE 2, 2025

Spend less time in your inbox Automate Gmail Here, I'll show you free—provided you already have domain hosting—and paid (Google Workspace) solutions for setting up a custom domain email that allows you to send emails from your domain through Gmail. You can create up to 30 aliases without paying for another account. What is SMTP?

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The Zapier Blog

JUNE 17, 2025

It keeps you from dropping the ball (pun extremely intended) and lets you focus on closing deals instead of fumbling missed follow-ups and lost opportunities. You can use Zapier's pre-built simple CRM template or sales CRM template to optimize your sales process with an elegant and personalized CRM tool that fits your business needs.

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The Zapier Blog

JULY 1, 2025

Then the fun starts: around your central theme, you create "nodes" connected by lines, each with its own related idea or theme. From each node, you then repeat the process, drilling deeper into the different concepts. "BBQs" You just start drawing and go from there with almost nothing in your way.

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The Zapier Blog

JULY 10, 2025

Any gap in communication can lead to difficulties that range from minor project blips to absolute disaster. Communication plan templates How to write a communication plan Communication plan essentials What is a communication plan? This document can look different depending on what it's used for.

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The Zapier Blog

JUNE 25, 2025

And you want to build workflows that scale across departments without creating more work for the folks maintaining them. Instead of relying on people to pass information from one team to another—or copy-paste data between disconnected platforms—automation makes sure the right actions happen automatically, behind the scenes.

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The Zapier Blog

JULY 10, 2025

Here, I'll unpack the RACI model and how it can streamline potentially chaotic projects—and perhaps save you from your own escape room disaster. Want to jump straight to creating your own RACI chart? Grab our free RACI templates , and get started. Table of contents: What is the RACI model? " moments.

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The Zapier Blog

JULY 20, 2025

Table of contents: Perplexity vs. ChatGPT at a glance ChatGPT is a general-purpose chatbot Perplexity is designed to find information from the web Perplexity can do chatbot things if you push it Both apps have lots of cool features Both have the same pricing structure Perplexity vs. ChatGPT: Which should you choose? Now, not so much.

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The Zapier Blog

JUNE 26, 2025

Google's Gemini era has been in full swing over the past year, integrating its Gemini family of AI models into nearly every corner of its product suite—from Google search to Google Workspace and beyond. Try Zapier Chatbots Create free custom AI chatbots to engage customers and take action with built-in automation.

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The Zapier Blog

JUNE 18, 2025

From safeguarding data to resolving major incidents and beyond, you're in charge of keeping everything running smoothly, so the only downtime you encounter is yours—not your system's. IT automation (or even IT process automation) solves for this by creating workflows that move information between these systems automatically.

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The Zapier Blog

JUNE 4, 2025

The last thing a new hire needs is to fumble through locked accounts and needlessly convoluted onboarding documents like a bad escape room. IT sets up John's email, installs the CRM, images the desktop, creates logins, sets temporary passwords, installs software, crosses fingers. If so, how many, and is it easy to create flows?

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The Zapier Blog

JULY 10, 2025

If I learned anything from my borderline unhealthy obsession with "The Price is Right," it's that you can't underestimate the power of a good plan. " away from Showcase Showdown glory, I drafted a meticulous battle plan for how I would crush all the people who think a toaster oven costs the same as a Camry.

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The Zapier Blog

JUNE 23, 2025

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.

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The Zapier Blog

JUNE 26, 2025

Bloats the budget: Extra work requires extra resources, like more hours from your team, additional materials, extended software licenses, or outside expertise. Burned-out team members become less productive, more error-prone, and more likely to leave, creating a destructive cycle that threatens current and future projects.

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The Zapier Blog

JULY 7, 2025

Read the video transcript How to set up a news story categorization system with Zapier Agents In this example, we'll start with a template in Zapier Agents. This fully customizable template takes a list of article URLs, accesses each link to retrieve content, summarizes the stories, and categorizes them into groups like U.S.,

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The Zapier Blog

JULY 8, 2025

Before creating your Zap, make sure your Zoom recording settings are correct. Upload Zoom recordings to Google Drive Zapier lets you create automated workflows called Zaps, which send your information from one app to another. You'll need to create a Zapier account if you don't already have one.

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The Zapier Blog

JUNE 11, 2025

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.

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The Zapier Blog

JUNE 18, 2025

Modern note-taking platforms go beyond documenting your thoughts. They offer powerful workplaces to manage your knowledge, no matter where it comes from. In comparison, when you download and boot Obsidian , it asks you to create a new "vault," give it a title, and pick a local folder where you'd like to save your notes.

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The Zapier Blog

JUNE 11, 2025

If you need the most powerful model OpenAI has for generating computer code, analyzing text documents and images, or solving complex puzzles, o3 is the one to use. It was developed from the as-yet-unreleased o4 model, and as a result, it's almost as powerful as o3 at just over 1/10th the price. inputs: Text, images GPT-4.5

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The Zapier Blog

JUNE 12, 2025

You need something to keep things straight when juggling client management, property listings, and the looming threat of being upstaged by that insufferably smug agent from the office across the street. and gathered insights from real estate professionals who actually use these things every day to find the ultimate CRM for real estate agents.

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The Zapier Blog

JULY 9, 2025

Connect your project management software to your other apps Make your job easier That's what project management templates are to project managers: replicable systems of organization that keep everything efficiently structured. Table of contents: What are project management templates?

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The Zapier Blog

JUNE 30, 2025

More importantly, when does sheer volume cross the line from "cool" to a rather profound exercise in futility? ImportRange, ImportData, ImportHtml, ImportFeed, or ImportXml formulas: These formulas can pull data from external sources but are generally limited to around 50 external references at once to avoid bogging things down.

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The Zapier Blog

JULY 23, 2025

Or click the Copilot icon that appears inline when you click a cell—you can access quick suggestions from this menu. You could start with a template, but Copilot makes templates much less necessary. You could just say "Create a bar chart showing sales per state." Now Copilot makes everything a lot easier.

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The Zapier Blog

JULY 17, 2025

You can also upload documents, spreadsheets, and PDFs and use ChatGPT to summarize them, answer questions about them, or even turn information in them into graphs. It offers GPTs , user-created add-ons that can do things like integrate with Wolfram Alpha, play games, search scientific papers, and a whole lot more.

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The Zapier Blog

APRIL 20, 2023

One of my favorite things they created recently? The ability to create custom AI-powered chatbots using Zapier Interfaces. Zapier Interfaces gives you the ability to create custom web pages and apps that can also pull in the power of GPT-4 via a chatbot component. On the top-right corner of your screen, click +Create.

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David Teten VC

DECEMBER 3, 2019

That Google document provides cut and pasteable text I can share with other investors, based on their stage, focus, and appetite. . I know of funds using Constant Contact , Goodbits , Pardot and Publicate to create light newsletters for internal and external consumption. 3) Raise capital.

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Ian Hathaway

MARCH 31, 2020

It shows that the New Business Preservation Act and the Innovation and Startups Equity Investment Program it establishes would not be a radical departure from precedent, but rather, an evolution on more than six decades of government support of venture capital in America. This post summarizes the parts of his book that deal with U.S.

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David Teten VC

DECEMBER 4, 2019

That Google document provides cut and pasteable text I can share with other investors, based on their stage, focus, and appetite. . I know of funds using Constant Contact , Goodbits , Pardot and Publicate to create light newsletters for internal and external consumption. 3) Raise capital. Betterfront.io

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The Zapier Blog

APRIL 5, 2023

Can your customers tell they're reading something created by your brand without seeing your name? You create better, consistent, and high-quality content for your audience. If you think a documented style guide sounds not-so-essential, I don't blame you. Your in-house employees and contractors stay on the same page.

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Paul G. Silva

DECEMBER 15, 2023

Over the past six years, and with great help, I’ve developed the Keep It Super Simple (KISS) Canvas to help innovators find and mitigate some of their biggest risks, from ideation to scaling. A pitch deck template is great for telling a convincing story to investors, but not a practical guide for execution.

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Andreessen Horowitz

JANUARY 25, 2024

These companies will start from scratch with the technology we have now , and build new products around the generation, editing, and composition capabilities that are uniquely possible due to AI. and generate an even more sophisticated output from just one generation. What can be abstracted away with AI? Multimodal (and multimedia!)

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