Build Out Any Zapier Automation With This 3-Step Process (my framework as an automation expert)
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- Опубликовано: 28 июл 2024
- Unveil the secrets behind creating effective Zapier automations! Dive deep into a proven 3-step process curated by an automation expert. Streamline tasks, integrate apps, and take productivity to the next level with the power of automation.
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Key Takeaways:
✩ Foundational Principles: Understand the core concepts and importance of automation, laying the groundwork for success.
✩ 3-Step Process Breakdown: Explore each step in detail, from ideation to implementation, ensuring foolproof automation.
✩ Expert Tips & Tricks: Discover insider strategies and best practices to optimize your Zapier workflows and maximize efficiency.
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Welcome! I'm Corbin ai, the CEO behind the vision of Webcafe AI Nexus. While I lead our ventures into the vast world of AI-driven solutions, it's no secret that my fuel is a mix of tech enthusiasm and copious amounts of coffee. I’m on a mission to architect an ecosystem of AI-focused SaaS platforms, all destined to reshape the business landscape.
Together, we chart the unknown, innovate the unimaginable, and always have a cup ready for the next big idea ☕
This dude brings the clarity and 🔥
Thank you so much for bringing this up! It has huge potential for building anything automatically with literally no ceiling! No doubt this is the game changer, businesses will become fully automated with the use of these “AI co-workers” very soon.
Corbin, this is GOLD. I can't thank you enough. THIS is exactly what I needed to know and see how it's all built out.
Glad it could help!
I think this is profound information. There definitely needs to be a 50-50 split between ai and human interaction otherwise people will feel the difference 🎉🙌🏿
Amazing content. I’m new on this industry but just need to understand, how do you package this automation to be hosted and sell it to the customers?
If you could make a video on the step after build the automations, how it will be turn on, turn off, any adjustments you might do for the clients, all this technical aspects that we call “post sell services “
Thank you
This is all contextual based on the specific client's wants. Some clients will want the automation built into your backend, and therefore, you would use a password manager. If the client wants delivery, there are two major options. The first option is to use a Zapier Teams plan and invite them to a shared folder so they can see the workflow, and the second option is to provide the automation details in a detailed PDF. Hope this help!
Hey Corbin I would Love it if you Share the zap for better understanding and test it
I will do that for future videos! I cannot share the zap found in this video because it contains a path block. Zapier currently does not allow us to share flows with path blocks.
For client work, how would you access all of the client's associated accounts and passwords to integrate their softwares and apps?
Using an industry-standard password manager.
I came across Bitwarden house for my clients. It has a free subscription and is recommended highly.@@webcafeai
Navigate to key moments👇
made via tubestamp.com
01:01 - Understanding toolkit for building automation and Zapier functions.
07:11 - Building automation flow using toolkit and software integration.
08:47 - Explanation of "bucket method" for identifying automation tasks.
16:24 - Adding a ChatGPT block for intuitive automation flow.
22:46 - Setting up a filter block for specific automation conditions.
25:01 - Setting conditions for different paths based on data.
28:19 - Summary of process and importance of understanding automation tools.
Recap by TubeStamp ✏️