Writing a Zapier book was a natural step for our founder, Kelly Goss as she is so passionate about helping business owners increase productivity in their companies. As a Certified Zapier Expert, Kelly is the perfect person to impart everything she’s learned using Zapier in her own businesses as well as helping clients do the same.
Automate It with Zapier is intended to teach simple methods for improving processes and the best way to use Zapier to automate them. It is the most comprehensive guide about business process automation using Zapier on the market.
We thought we’d share the topics covered in the book, discuss who it’s aimed at, and what they can expect to achieve from reading it.
Watch the overview video for Automate It with Zapier
Who is the book for?
There are so many people who will benefit from Automate It with Zapier.
Firstly, owners of micro, small and medium-sized businesses who don’t have the budget for a team of developers to build bespoke systems for them. Employees too, in these businesses, can learn how to implement more streamlined processes and automate them using Zapier.
Then you have freelancers, contractors, and business consultants. Not only can they improve their own operational processes but the skills they’ve learned can be used to provide consultancy for clients. Business workflow automation consultancy is a growing service and can be applied to every single business! Workflow automation is a great skill to acquire, and could be extremely lucrative. Other people who could also offer automation consultancy include solution architects, process consultants, virtual assistants, CRM consultants, bookkeepers, accountants, and online business managers.
Improving processes and getting started with Zapier
The book kicks off by explaining in practical terms how you can simplify processes, initially by brainstorming them and then assessing what can be automated. It introduces Zapier, explains how to keep your account organized, and how to plan and build your first Zap. You’ll learn how to troubleshoot issues and handle errors (which are inevitable!).
Learning about Zapier’s inbuilt apps
Zapier has a bunch of built-in apps which allow you to manipulate data, such as extracting information from emails, reformatting dates, and use RSS feeds. There are apps that can send you SMS notifications, create a digest of information, and schedule automations to run at specific times. The book explains how these can be used in your Zaps to optimise the performance and also how to build multi-step workflows.
Digging deeper into Formatter by Zapier
One of Zapier’s most powerful built-in apps is Formatter by Zapier. You can format dates, times, text, numbers, and much more. You can use lookup tables, picklists and also import CSV files, as well as use spreadsheet-style formulas and operations.
This functionality is so effective at manipulating data into the right format, whether you need to perform math functions or prepare it for the next application.
Automating different processes within the business
Automate It with Zapier includes practical examples for all areas of your business, including:
- Sales
- Marketing
- Operations
- Finance
- Reporting
The book includes business scenarios that you can work through, with tips from Kelly, to test your newfound problem-solving and automation skills.
From beginner to advanced automator
Some of Zapier’s more advanced functionality, such as using webhooks and code, are explored briefly too, so that you have an appreciation for how powerful the platform can be.
Whether you are a solopreneur or work in a team, you’ll learn how to organise folders and Zaps, and how to collaborate with others if needed. All the key terminology is explained in easy-to-understand language and the information will get you up and running in no time.
Endorsed by Zapier
Cody Jones, Head of Global Partnerships & Channels at Zapier wrote the foreword for the book. He says “Just like playing with Legos, Zapier will allow you to create anything. However, sometimes it is helpful to have a step-by-step guide to ensure you build what you want. That is why we are so excited about Kelly’s book. As one of our Zapier Certified Experts since 2018, Kelly Goss is at the core of what automation and process mapping can do for businesses.”
Reviews
The book has had glowing reviews since it was published. You can check out some of the initial reviews here.
Buy the book
You can buy Kelly’s book directly from the publisher, Packt in print and eBook formats. It is also available from Amazon in Kindle format as well as in paperback. Here are links to Amazon (.co.uk) and Amazon (.com) to get yours now!
Once you’ve read the book you will be able to build advanced workflow automations using Zapier, and be a true automation superhero!
Solvaa: Strategy, Solutions, Support, Education
UK-based Solvaa® is a systems, process and automation consultancy specialising in improving business workflows. Solvaa® works with SMEs worldwide to implement digital tools, better processes, use business process automation and generative AI to boost productivity, enhance lead management, and remove unnecessary time, costs and hassles from stretched business owners’ days.
We help you simplify and streamline existing processes, integrate your business tools to make data transfer more efficient, and automate manual tasks. Our business process automation specialists have extensive experience using multiple cloud-based business tools, including Zapier, Pipedrive CRM, SmartSuite, Xero, Google Suite, ClickUp, Asana, Airtable, Hubspot, Active Campaign, Salesforce, Mailchimp, Quickbooks and many more. We are Zapier Certified Experts, SmartSuite Certified Partners, Pipedrive Certified Partners and Xero Certified Advisors. We also educate teams about using AI in their daily roles, mindset, governance and strategy in our Solvaa AI Academy.
Solvaa® was founded in 2016 by Kelly Goss, a no-code solutions architect, business process automation specialist and author of Automate It with Zapier (first edition) and Automate It with Zapier and Generative AI (second edition).
A thought leader on business process automation and digital adoption, Kelly attended an invite-only Roundtable on Artificial Intelligence (AI) with the UK government at No.10 Downing Street, providing insights and recommendations on how SMEs can benefit from productivity gains by using digital technologies, automation and AI. She has also been invited to speak at the House of Lords and at many other events.
Contact us today to find out how Solvaa can help your business make big savings on operational costs and time, and significantly increase productivity.
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