Automation is becoming increasingly essential in today’s business environment. Efficiently handling repetitive tasks can save countless hours and significantly boost productivity. One of the latest tools to improve your automation capabilities is Zapier's Copilot. This powerful feature allows you to build Zaps faster, more efficiently, and with greater accuracy by simply prompting and asking Zapier's Copilot. In this blog, we'll guide you through using Zapier's Copilot to streamline your workflows and maximize productivity in 2024.

Understanding Zapier’s Copilot 

Zapier's Copilot is an AI-driven tool designed to simplify and speed up the process of creating Zaps. Unlike traditional methods, which require manually selecting triggers and actions, Zapier’s Copilot leverages AI to understand your prompts and build the Zaps for you. Think of it as ChatGPT, but specifically for Zapier, allowing you to describe what you want to automate in simple English, and Zapier will handle the rest.

Building Zaps with Zapier’s Copilot

Traditionally, building Zaps involved selecting each trigger and defining the actions step-by-step. With Zapier’s Copilot, you can streamline this process. Here’s how it works:

To begin, you need to input commands to tell Zapier Copilot what you want to automate. For example, you might say, “When a new Calendly booking is made…” Make sure to reference the tools you are using so Zapier knows what to pull into the canvas.

The step-by-step command input would look something like this: When a new Calendly booking is made, filter by Zapier: Subject contains “strategy session”, find a lead in Close.com, create a custom activity in Close.com, send a Slack communication, use ChatGPT for a summary.

Once you have written out the steps, Zapier Copilot will generate a high-level overview of the steps. You can choose to replace all steps or move each step individually.

Reviewing and Testing Your Zap

After generating the Zap, review the steps to ensure they match your requirements. Make any necessary adjustments to fine-tune the workflow. Finally, test the Zap to ensure it functions correctly. Zapier Copilot will also indicate the connected accounts and provide additional details to verify everything is set up properly.

Here is a detailed walkthrough.

Advanced Features and Tips

Zapier's Copilot also supports advanced features like filters and paths. These can be used to create more complex workflows without additional effort. Here are some tips to get the most out of Zapier’s Copilot: Use clear, concise language when prompting. Break down complex workflows into simple, manageable steps. Regularly review and update your Zaps to adapt to changing needs.

Benefits of Using Zapier’s Copilot

The primary benefits of using Zapier’s Copilot include time-saving by reducing the time required to build and deploy Zaps, increased accuracy by minimizing errors through automating the creation process, and efficiency by streamlining the automation process, making it accessible even for those with minimal technical expertise.

Conclusion