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4 min read
ZAPIER COPILOT: LET AI BUILD ZAPS FOR YOU
By Elena Alston · May 7, 2024
You're probably well aware that automation can help your business scale.
You might even know what you want to achieve with automation, you're just not
sure how to bring those ideas to life. Or perhaps you're already reaping the
benefits of streamlining certain processes, but you don't have the time to
tinker with new Zaps—Zapier's automated workflows.
Whatever the case, Zapier's AI-powered Copilot can give you a jumpstart to
overcome that initial stumbling block—even if you have virtually zero automation
experience.
New to Zapier? It's workflow automation software that lets you focus on what
matters. Combine user interfaces, data tables, and logic with 6,000+ apps to
build and automate anything you can imagine. Sign up for free.
TABLE OF CONTENTS
* What is Copilot?
* Why we love it
* What you can do with Copilot
* Create custom actions with Copilot
* How to get started with Copilot
WHAT IS COPILOT?
Copilot is an AI-powered assistant that helps you build Zaps from start to
finish—inside the Zap editor. Depending on the unique problem or process you're
trying to address, Copilot can suggest the right apps for the job, plus which
triggers (events that start your Zap) and actions (the event your Zap will
perform) to use—supporting you every step of the way.
You tell Copilot what you're hoping to build (using everyday language), and it
will create a Zap for you in draft form.
It will make suggestions, and you can accept one or all of the steps—and chat
with it along the way until it's publish-ready.
Instead of you manually building every step of your Zap, Copilot will do the
heavy lifting for you, so all you have to do is review, approve, and hit
publish. Copilot will guide you through the nitty gritty parts, like testing
each step or connecting your accounts—no automation experience required from
you.
At its core, Copilot will help you find the automation solution to your unique
business problem, then build it.
Copilot features include:
* A central experience in the editor: Chat with Copilot directly in the Zap
editor so you can switch on new Zaps in minutes.
* AI-powered building capabilities: Copilot drafts Zaps based on simple
prompts, no technical jargon required.
* Smart recommendations: Copilot can recommend the right tools and actions for
the job, including Zapier tools that reformat data, parse text, and more.
* The ability to refine your Zap as much as you need: Keep the conversation
going, and Copilot can add as many steps as you need or replace existing ones
if they're not quite right.
WHY WE LOVE IT
At Zapier, we believe in making automation accessible—and actionable—for
everyone, regardless of their technical fluency.
Copilot can help you build smart workflows easily with AI, allowing you to scale
your impact through automation.
> By simply chatting with Copilot, you can build your ideal workflow faster than
> ever before. No more getting stuck building a Zap—just describe what you need,
> and Copilot will guide you through every step of the way.
Jane Zhang, Zapier Product Marketing Manager
WHAT YOU CAN DO WITH COPILOT
Whether you're exploring automation for the first time or looking to build
complex multi-step workflows, you might use Copilot to help you:
* Build your first Zaps. If you're new to automation, you can just describe
what you want to achieve (like managing email subscriptions or organizing
project data) and Copilot will turn your description into a draft Zap. Turn
routine tasks into automated workflows with a simple conversation.
* Expedite the set-up process. Instead of manually configuring each trigger and
action, you can leverage Copilot to do this for you, saving you the time and
resources spent on tinkering with Zaps.
* Level up your automation skills. Learn the ins and outs of the Zapier
platform through direct interaction with Copilot. It guides you through every
step of creating Zaps to enhance your understanding and skills.
* Enhance existing workflows. For those already familiar with automation,
Copilot can give you advanced suggestions to optimize your existing workflows
and fill in any gaps you might not have noticed.
CREATE CUSTOM ACTIONS WITH COPILOT
In addition to building Zaps, you can also create custom actions with Copilot
using Zapier's AI builder.
Note: Creating custom actions is a separate feature that happens outside of the
Zap editor with Zapier's AI builder.
For example, you might want to build a custom action when an existing
integration doesn't support an action you need. Think of custom actions as a way
to add more functionality to your Zaps regardless of Zapier limitations—no code
required.
In those cases, use Copilot to craft your custom action. You'll tell the AI
builder which custom action (or outcome) you want using plain language. It will
find the right API endpoints to use and generate the code for those endpoints.
It will then build that action for you, allowing for a back-and-forth
conversation to refine any details. Plus, you can share your custom action with
your whole team, allowing everyone to automate those business-critical
workflows.
Want to know more? Check out our help documentation on creating custom actions,
including supported apps and how to get started.
HOW TO GET STARTED WITH COPILOT
1. Once logged into Zapier, head over to the Zap editor. At the top of the Zap
editor, describe your desired workflow in the prompt box, then click the send
icon.
2. This will expand the left sidebar (you can also click the Copilot icon in the
lower-left corner of your screen).
3. In the chat window, Copilot will suggest a workflow outline.
4. To accept a step, click the +icon next to the step.
5. Copilot will prompt you to finish setting up each step. To refine your
workflow, continue chatting with Copilot in the prompt box at the bottom of the
sidebar.
6. Copilot will help you connect and authenticate your different accounts, then
prompt you to test the Zap. Click Test when prompted.
7. Check the steps in your Zap and when everything looks good, click Publish.
8. You can also rate the helpfulness of Copilot's responses by clicking the
thumbs up or thumbs down icon.
Need more help? Read our Zapier Copilot help documentation for step-by-step
instructions on using Copilot.
USE COPILOT TO POWER YOUR BUSINESS
Copilot gives you the ability to build automated workflows faster—no automation
experience required. Whether you want to build complex workflows to power your
team or you want to learn the basics of automation, Copilot makes it easy.
Ready to try it out yourself? Give it a go and start powering your business
today.
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We’ll email you 1-3 times per week—and never share your information.
Elena Alston
Elena Alston is a content specialist at Zapier based in London. She's a big
advocate of automation and loves making it more accessible to people via
storytelling.
tags
Artificial intelligence (AI)
Automation
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