Zapier is a tool that helps you automate repetitive tasks between two or more apps—no code necessary. When an event happens in one app, Zapier can tell another app to perform (or do) a particular action.

What should/can I automate with Zapier?

  • Tasks you have to do frequently. Example: Sending a weekly reminder to your team to fill out a meeting agenda.
  • Anything where you have to move information from one app to another. Example: Adding tasks from a project management app into your personal to-do list app.
  • Tasks that don't require much thinking. Example: Copying the emails of event attendees to a spreadsheet.

Related reading: When you should automate a task

What is a Zap?

A Zap is an automated workflow that tells your apps to follow this simple command: "When this happens, do that."

Every Zap has a trigger and one or more actions. A trigger is an event that starts a Zap, and an action is what your Zap does for you. When a Zap runs, each action it completes counts as one task.

A white box showing a blue square with the text Step 1 Trigger followed by a white box showing an orange square with the text Step 2 Action.
A series of boxes with the text of collect form responses in a spreadsheet followed by various time stamps, showing actions taken at different times on your behalf in Zapier.

Think of these as building blocks for your Zap. Start with your trigger and add the action or actions you want Zapier to perform.

https://drive.google.com/file/d/1myKFNdlL7UGyTul3HeiAv_f1oLXsqyys/view?usp=sharing