Zapier

TOMORROW June 11th, Join Zapier in Portland, Oregon! We're teaming up with our friends at AI Portland for the AI Launchpad event 🚀 Megan Wright and Noah Manger are taking the stage to unravel the magic of AI plus Agents with some live demos along with Q&A. Don’t miss out on this chance to geek out and get inspired! 😎 RSVP here: https://lu.ma/ygct00ld

Ever scramble to disable accounts and chase down laptops the day someone leaves? I built an AI automation to give offboarding zero drama: • Collects exit details in BambooHR • Triggers Slack alerts to IT, payroll & talent acquisition teams • Auto-drafts separation agreements for Dropbox Sign • Closes every account before coffee kicks in 👇 Demo below ⚡ Steal this workflow with my template now: https://bit.ly/43II56Y Huge shout-out to BambooHR, Slack, Dropbox and the Zapier team.

For beauty brand IPSY, every customer interaction counts. Especially the urgent ones 🚨 When Larry Montoya, Senior Ops Manager of Customer Care, asked Zendesk how to surface high-priority tickets in real time, the answer wasn’t built-in… But it was possible with Zapier. Today, Larry’s team has: 👉 Doubled proactive ticket alerts 👉 Built weekend escalation workflows 👉 Connected ChatGPT for empathetic emergency emails 👉 Monitors Reddit without ever logging in What started as a single Zap is now a full automation suite powering their entire support strategy. Read the full story here: https://lnkd.in/gFe_ve_n

Close your 50,000 tabs! Zapier + Perplexity is your new research assistant 👀 Get real-time, cited insights right in your CRM, docs, Slack or spreadsheets. 👉 Enrich leads with company info before a call 👉 Generate content ideas based on real-time trends 👉 Monitor competitors and get digest updates in Slack 👉 Summarize research for target accounts or key campaigns Start using Perplexity in your Zaps today: https://lnkd.in/gwExMRae

Zapier Agent: Tailored emails right in your browser. As promised, here is the demo of one of the Agents I built. It does a Google search on the person I’m about to email, then rewrites my message to make it personal based on what it finds. All automated. All inside my inbox. This takes <10 minutes to set up. Now every cold email sounds like I actually did my homework...because I kinda did. 🎥 Here’s a quick video showing how it works (Hint: it’s way more scalable than tab-hopping and copy-pasting from LinkedIn.) If you want to see the directive I used for the Agent, feel free to ask me in the comments and I will DM you. #AI #Zapier #SalesAutomation #Outbound #B2B

TLDR: Bring back imaginary friends. But imaginary friends who are really smart and can just automate any task you hate doing over and over. And it's actually a friend called the Zapier Zap Guesser. 😂 *** 𝗘𝘅𝗮𝗺𝗽𝗹𝗲: I found one of the clearest walkthroughs I’ve seen for closing the ROI loop on Meta ads with Zapier. Huge shoutout to Automation Helpers (Dan Leeman and Alex Noles—y'all are MVPs). The YouTube link is in the comment for 𝗮 🎯 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝗹𝗲𝗮𝗱-𝘁𝗼-𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗽𝗶𝗽𝗲𝗹𝗶𝗻𝗲 💰 𝘁𝗵𝗮𝘁 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀 𝗙𝗮𝗰𝗲𝗯𝗼𝗼𝗸 𝗔𝗱𝘀 𝗹𝗲𝗮𝗱𝘀 𝘄𝗶𝘁𝗵 𝗔𝗜-𝗽𝗼𝘄𝗲𝗿𝗲𝗱 𝗾𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗺𝘂𝗹𝘁𝗶-𝗰𝗵𝗮𝗻𝗻𝗲𝗹 𝗳𝗼𝗹𝗹𝗼𝘄-𝘂𝗽. Okay, so, with that walkthrough open, I then went to the #ZapGuesser and wrote out the whole workflow I saw on the YouTube video. If you want to do that, too, just copy and paste this: “𝘞𝘩𝘦𝘯 𝘢 𝘯𝘦𝘸 𝘭𝘦𝘢𝘥 𝘤𝘰𝘮𝘦𝘴 𝘪𝘯 𝘰𝘯 𝘍𝘢𝘤𝘦𝘣𝘰𝘰𝘬 𝘓𝘦𝘢𝘥 𝘈𝘥𝘴, 𝘴𝘦𝘯𝘥 𝘮𝘺 𝘚𝘭𝘢𝘤𝘬 𝘤𝘩𝘢𝘯𝘯𝘦𝘭 𝘢 𝘮𝘦𝘴𝘴𝘢𝘨𝘦, 𝘤𝘳𝘦𝘢𝘵𝘦 𝘢 𝘤𝘰𝘯𝘵𝘢𝘤𝘵 𝘪𝘯 𝘏𝘶𝘣𝘚𝘱𝘰𝘵, 𝘥𝘦𝘭𝘢𝘺 30 𝘮𝘪𝘯𝘶𝘵𝘦𝘴 𝘸𝘪𝘵𝘩 𝘋𝘦𝘭𝘢𝘺 𝘣𝘺 𝘡𝘢𝘱𝘪𝘦𝘳, 𝘴𝘦𝘯𝘥 𝘢𝘯 𝘦𝘮𝘢𝘪𝘭 𝘧𝘳𝘰𝘮 𝘎𝘮𝘢𝘪𝘭, 𝘢𝘯𝘥 𝘵𝘩𝘦𝘯 𝘴𝘦𝘯𝘥 𝘵𝘩𝘦 𝘭𝘦𝘢𝘥 𝘦𝘷𝘦𝘯𝘵 𝘷𝘪𝘢 𝘍𝘢𝘤𝘦𝘣𝘰𝘰𝘬 𝘊𝘰𝘯𝘷𝘦𝘳𝘴𝘪𝘰𝘯𝘴.” That’s it. It then built the whole thing for me. Watch the video to see what I mean! The days of manually creating steps for a Zap are looooong gone. But then I decided to play around with it some more with our #ZapierCopilot. 😈 “Actually, I use Salesforce,” and Zapier updated that step in real time. 𝗧𝗵𝗲𝗻 𝗜 𝗮𝘀𝗸𝗲𝗱 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝘃𝗲𝗿𝘆 𝘃𝗮𝗴𝘂𝗲: “𝗪𝗵𝗮𝘁 𝘄𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝗱𝗼 𝘁𝗼 𝗺𝗮𝗸𝗲 𝘁𝗵𝗶𝘀 𝗯𝗲𝘁𝘁𝗲𝗿?” 🧐 And it gave me a ton of legit options!! Like a ton. I picked AI scoring. It added that into the Zap, too. THIS is Zapier + AI orchestration in action. And while this use case is for advertisers on Meta, honestly, you can build anything this way. The combo of structured automation + natural language + real-time experimentation is wildly powerful. Try it! If you build something fun, weird, or smart with Meta + Zapier—I want to see it, please! #Zapier #MetaAds #FacebookLeadAds #AIOrchestration #MarketingAutomation #PerformanceMarketing #PartnerMarketing

"AI is going to take your job anyway." - a friendly and supportive commenter on one of my posts last week. Well, if I'm being honest, I'd be happy for AI to take parts of my job - I have to do some boring things. Why wouldn't I want AI to take some of that on? HR and People work is one of the most natural places for companies to incorporate automation and AI given how much of our work involves repetitive processes. If you’ve ever found yourself: - scrambling to pull together hiring docs - chasing down offboarding tasks - rewriting the same onboarding emails - or wondering why someone suddenly quit... Zapier’s People team just shared a set of templates we actually use to automate all of that. And we’ve made them available for everyone: https://lnkd.in/g-a5mtyh These aren’t generic. They were built by HR folks for HR folks: 🧠 Hiring doc automation (saves 3–5 hours per role) 👋 Offboarding workflows (saves 3–5 hours per exit) 📝 AI-generated 1:1 briefs (15–30 mins saved per meeting) 👀 Attrition risk alerts (helps avoid costly surprises) Shout out to Emily Mabie, Cecilia Garza, Danielle Meinert, and Savannah Kusmik for contributing these use cases and templates! And the best part? You don’t need to implement a new system or abandon your current ones. These plug right into tools you’re probably already using like Slack, BambooHR, and ChatGPT. These workflows could easily save an employee 10-20+ hours a month. But does that mean AI will simply replace those employees? No - it means those we can now reallocate that time towards more important work that helps us and the business do better. Things like collaborating with partners, improving processes, coaching team members, and interviewing more candidates. I view all the "AI will take your job" comments as fear mongering - I'm not worried about it. But I am excited to offload more of my work to AI so I can spend more time doing the stuff I like that actually helps me grow at work! P.S. If you want to learn more about how Zapier is using AI within our HR function, our CPO, Brandon Sammut, is leading an AMA on July 9th - I'll drop his post below so you can check it out!

For the past few months, we’ve been quietly building automations at IPSY that are now making a big impact. Thanks to Zapier, I finally get to talk about it. It started with one goal: Don’t miss urgent customer tickets. Now we’ve got Zaps handling: 📬 Allergy-related ticket alerts from Zendesk 📈 Trend tracking via Google Sheets 📱 AI-generated weekend emergency escalations with SMS 🧵 Even Reddit monitoring (without living on Reddit) These small but thoughtful automations have helped us double the number of critical issues we catch — and free up our team to focus on what matters most: taking care of our members. Huge thanks to the team at Zapier for the feature and to the IPSY crew for embracing automation with curiosity and enthusiasm. Read the full story here: https://lnkd.in/e_NXFtrd #CustomerExperience #SupportOps #Automation #AI

Recently, we shared that 100% of new hires at Zapier are now expected to meet a baseline of AI Fluency, both for the company and the specific role they’re stepping into. No pressure, right? 😉 To ensure everyone who interviews with us is set up for success, we built a simple role-specific framework that looks at where folks are in their AI journey: capable, adaptive, and transformative. Here’s the part I’m excited to share: 👇These are some of the REAL questions we’re asking in interviews to assess how candidates are thinking about and using AI: MARKETING - How is AI changing how you plan or execute campaigns? - How do you use AI to personalize messaging, generate content, or analyze performance? PEOPLE - Can you share an example of how you use AI in your daily work? - Have you built a process or program using AI? (Why AI? Tooling? Outcomes?) PRODUCT - How is AI impacting SaaS? - Share an example of a time you used AI in a product feature. Did it improve the experience? These are solid prompts to reflect on, and not just if you’re interviewing at Zapier. I expect we’ll see more companies adding AI fluency to their processes. If this helps you feel even a little more prepared in today’s market, I’m glad we shared it. 🧡 Shout out to the crew that made this happen quickly and thoughtfully: Tracy, Casey, Bonnie, Jaime, Colin, Dara, Rita, Tiffany, Marta, Jessica, and to the many others I had the opportunity to partner with along the way. 🙌 I’ve also been collaborating with our marketing team on updates to our jobs page so candidates know what to expect before they even apply. More on that soon! 👀 #FutureOfWork #WeUseZapierToo

Folks have asked how Zapier uses AI + automation for HR. Now you can steal some of our favorite use cases. Zapier's People Team templated some of our favorite workflows to make them easy to put to work. These are made by practitioners, for practitioners. Together, they'll save an HR team 20+ hours a month. Possibly hundreds of hours, depending on new hire and exit volume. 🏆 Save 3-5 hours per role on hiring document prep - USE CASE: AI-powered hiring materials (see gif below) - TEMPLATE: https://bit.ly/452QYdM (credit: Cecilia Garza) 🏆 Save 1-2 hours a week on sourcing - USE CASE: Warm intro recruiting - TEMPLATE: https://bit.ly/3Ssxh7G (credit: Cecilia Garza) 🏆 Save 3-5 hours per employee exit - USE CASE: Automated offboarding - TEMPLATE: https://bit.ly/43II56Y (credit: Savannah Kusmik) 🏆 Save 1-2 hours per new hire USE CASE: AI team ReadMe creator TEMPLATE: https://bit.ly/3SZUDBP (credit: Danielle Meinert) 🏆 Save 15-30 mins per meeting - USE CASE: 1-on-1 meeting coach / note-taker - TEMPLATE https://bit.ly/3HKAwFh (credit: Emily Mabie) And who could forget (technically this is six, but who’s complaining?!) 🏆 Save thousands in turnover-related expenses - USE CASE: Employee attrition risk prediction - TEMPLATE: https://bit.ly/45xzHti - EMILY'S DEEP DIVE: https://lnkd.in/gzd9syxS (credit: Emily Mabie) (Note: This one is brand-new. Not yet implemented at Zapier) ---- 𝗣.𝗦. I'm hosting a live AMA on AI + Automation for HR teams July 9th. Smaller group, limited sign-ups. Comment “𝘼𝙄 𝙛𝙤𝙧 𝙃𝙍” below, and you're in.