Model Online / On-Site
Duration
Modules 5 modules

Course Objective & Scope

Automation and AI ideas from business units can wait months in an engineering backlog before anyone knows if they actually work. This course teaches how to connect SaaS tools and LLMs in hours using the Zapier ecosystem to ship a working process MVP.

Multi-step Zaps, Filter/Paths/Formatter logic, text and data transformation with OpenAI and Anthropic integrations, building approval views and lightweight front-ends with Zapier Tables and Interfaces, and experimenting with Zapier Agents are covered hands-on. Participants leave with a working automation prototype for their own team and a data-safety checklist.

Who Should Attend?

  • Marketing, sales, customer success and operations teams
  • Product managers, growth and business development specialists
  • Managers who want to validate process prototypes without writing code
  • No prerequisites; everyday familiarity with cloud business apps is enough

Key Takeaways

  • Decompose a business process into trigger, enrichment, AI decision and action steps
  • Apply branching (Paths), filtering and data formatting in multi-step Zaps
  • Update CRMs and tables cleanly using structured field extraction in LLM steps
  • Build human-in-the-loop review views with Zapier Tables and Interfaces
  • Manage task consumption, failure alerts and confidential-data boundaries

Curriculum

Process Mapping and Multi-Step Zap Architecture
  • Triggers, Filters, Paths (conditional branching) and data cleaning with Formatter
  • Scoping the prototype: which steps to automate and which to keep manual
LLMs and Structured Data Extraction in Zapier
  • Lead scoring, ticket triage and content generation with OpenAI and Claude steps
  • Extracting structured fields from free text into CRMs, Jira, Notion or HubSpot
Zapier Tables, Interfaces and Human Approval
  • Building intake forms and lightweight internal portals with Zapier Interfaces
  • Human-in-the-loop approval queues and status tracking in Zapier Tables
Rapid Experiments with Zapier Agents and Chatbots
  • Prototyping knowledge-grounded internal and external chatbots
  • Task automations defined in natural language with Zapier Agents
Error Handling, Cost and Safe Deployment
  • Autoreplay, error alerts, loop limits and optimising task consumption
  • Privacy checks and criteria for graduating a prototype to enterprise infrastructure

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