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I’m one of the Managing Editors of the blog over here at Zapier, and my colleague Krystina recently wrote a piece about how to automate your feedback tracking. Her system is based on a brag sheet, where she tracks all her wins—and not-so-wins. I just recently became a manager at Zapier, and this article made me realize: I need a system for tracking feedback and comments for my direct reports. And not just for performance reviews, but for 1:1s, growth plans, and even just celebrating daily wins. I can only help my directs grow if I can point to really specific successes and areas for growth.At Zapier, most of our communication happens in Slack, but we work in lots of other spots: Google Docs, Coda, our internal blog tool Async, and plenty of other apps. Instead of making a Zap for each of those, I decided to use Push by Zapier.Whenever anything happens that I want to track, I use the Chrome extension to jot it down. (I also have the Push by Zapier app on Slack, which will automatically
Hey, Community! Janine from the blog team here with another collection of tips you can use to grow your business. This article looks at marketing automation, and ways you can use Zapier to keep things focused and on track. This article includes Zaps you can use to:Stay on top of new leads from Facebook Lead Ads or Google Ads Use form submissions to automatically build your email lists Connect social media accounts so you can easily cross-post or automatically push new posts on your site to your most important social platforms Keep attendees of your live and virtual events up-to-date on your businessCheck it out! 4 ways to use marketing automation to grow your business
Hi Community! Krystina here from the Zapier blog team!I don’t know about y’all, but when I think of organizing my files on my computer, Google Drive, or other places, I think, “hmmm, I really should do that...but you know what sounds fun? ANYTHING ELSE.”If your cloud storage is a hot mess like mine, you might appreciate our most recent article, rounding up 3 easy ways to keep your Dropbox organized. If you’re always digging through your email for a file attachment, or you forget to backup your files until something catastrophic happens, you’ll really want to take some of these Zaps for a spin. (And of course, you can sub Dropbox for your favorite cloud storage app.)While you’re getting your files in order, you might as well play around with the new Zoom recording trigger and back up your video calls too. 3 ways to keep your Dropbox organized
Something I’ve been thinking about a lot recently, as my human interaction is at a minimum (to put it lightly): small talk is hard. Even more so when you’re working remotely—my colleague Jusin wrote an entire article about it.The hardest part for me is wanting to help keep morale up for my team but feeling super awkward being like, “hey everyone, let’s talk about...uh, something!” One thing we do at Zapier is let robots do the awkward parts for us. For example, every Friday, a bot sends our #marketing Slack channel a message with a Friday “watercooler” question. That gets everyone chatting without anyone having to awkwardly ask people what they wanted to be when they grew up. Much less weird coming from a robot, we think.If you’re itching for human interaction but don’t want to be the person who starts randomly asking about international weather patterns, try some of the automation suggestions I outlined in this article.Build culture in your remote team with automationWhat did we miss?
Hey, all!Like many working parents, I'm preparing for a school year that includes an awful lot of remote learning. Last year, I used Zapier to help us stay on top of school work with as little nagging as possible, so that it was easier for me, my husband, and our children to know what was done and what needed to happen next. I put together this article in March collecting Zaps that I and other parents at Zapier used to help keep their family schedules moving a bit more smoothly. 3 ways to automate parenting duties without screen timeMy most-used parenting Zap isn't in the article, though: I developed a routine of going through my children's Google Classroom accounts a few times a week (usually very early, before anyone else was awake) and copying assignments into a Google Sheet that had separate tabs for each child. Everything I put in the sheet was automatically routed to Todoist with due dates, so when they sat down for learning time, there was an easy-to-use list of what needed to b
Hi! I’m Deb, one of the Zapier blog editors. I’m just coming off more than 48 hours without power from the hurricane, and my inbox is beyond full. I’m an inbox zero person, so it’s...overwhelming.But I’ve thought a lot about how to manage my emails. First, I make sure I spend no more than five minutes on any given email. It’s mostly about the mindset, but using things like canned responses and text expanders also helps. I also automate my inbox with filters. One trick I started using recently relies on a Zap: I star any email that requires more than a quick response, and it turns it into a task on my to-do list. That lets me archive the email, get to inbox zero more quickly, but still be sure to respond later. Here’s an article I wrote on our blog explaining it a bit more.Why you should respond to emails—and how to make yourself do itWe also just released a Gmail add-on that lets you do stuff like this on a one-off basis. Check it out.Do you have any tricks for automating your inbox? L
If you’re one of the 2 billion people that use Google’s productivity suite, G Suite, then chances are you’re probably looking to be more productive, save more time, reduce stress, and otherwise maximize your usage of the products. Luckily, the Zapier blog has got you covered! Google Suite is comprised of Gmail, Docs, Calendar, Drive, and Meet. Below you’ll find links to blog posts about each of those. And if you make it to the bottom of this article you’ll find a little bonus :) 4 time-saving Gmail settings you didn't know you needed Deb Tennen, Denior Editor at Zapier, offers four quick Gmail tweaks you can make that will help you to shave off a few clicks here and there. Who doesn’t love tips about how to better use email? In this blog post, she outlines how to: Send and archive with one click Default to reply all Enable the reading pane Use templates to create auto-replies Check out the full post on the Zapier blog. How to create Google Docs templates based on form respon
The ProblemSometimes data in your trigger will cause an action to fail. For example, maybe an email address was typed as jane.doherty@gmail@com and the action step says “uh, uh...that’s not right” and the action doesn’t run.You can’t replay anything because we’ll always use the same trigger data. But who wants to do all of that data entry manually, especially a form with lots of fields being mapped to something like Salesforce? That’s why you’re using Zapier in the first place — to automate it!The WorkaroundsThis won’t always be possible, depending on the timing and whether the app supports it, but here are some things you can try:1. Replay the trigger step in the Zap editor and run a test on the action step(s)Assuming the problematic trigger entry is one of the most recent ones to have run (a good reason to keep an eye on the error emails we send), you can go into the Zap editor, re-test the trigger, and then on your action step you fix the faulty data.It’s a manual way to replay some
Hey, folks!Janine here, from the Zapier blog team, ready to share another idea on how you can use automation. This one—on using automation to curate the perfect playlist—is about improving your workday by getting you the right tunes to work by.Tyler Robertson, one of our customer champions, wrote up this walk-through on how he uses Spotify’s audio features to automatically curate his perfect work playlist. it’s a fairly advanced Zap that uses a filter step that you customize so that songs that match your preferences flow into the playlist you specify.He’s also included a lot of great information about Spotify’s audio features and how they’re set up. Check it out!Make your perfect Spotify playlist with this automated workflow
Hi there! Tim here from the Zapier Support Team with a workflow idea.Background InfoHave you ever had a Zap where you’d search for a value from a Trigger in another app, like a Google Sheet, with a Find Step but if the value isn’t found, the whole Zap is ‘Safely halted’ because the next Steps in the Zaps depend on the search? Have you wanted to continue the Zap with default value(s) but found that using a Formatter Text Default Value Step also gets halted due to a dependancy on the Find Step that didn’t return anything?If so, you’re not alone! Read on for a few ways around this. 1) Use Find or Create instead of just FindThis won’t always be an option, but some apps include the ability to create a record if one isn’t found. If your app has the option to Create a Record if one isn’t found by the search, and you don’t mind having entries with default values added to your data, then:Turn on the “Create Record if not found” checkbox Fill out the fields with default values that you’d want to
Hi y’all! I’m Krystina, a content writer for the Zapier blog. I write about automation tips and tricks using our product. I know we’ve got quite a few Google Sheets power users in the house, so I wanted to share some helpful in-app functions you can use to save yourself a Zap step. I must confess, I am bad at formulas, so anytime I can use something like Formatter to handle something in a spreadsheet, I’ll go for it. However, if you’re trying to be economical with your tasks, or just want to simplify a complex Zap a little, my colleague Justin wrote about six functions that already exist in Google Sheets. From fixing capitalization errors to fetching data from other Google Sheets, check out these handy functions: 6 Google Sheets functions that do more than math
Templates are time-savers—but even when you have a template, you still end up copy/pasting to fill in the blanks. So the template gets you most of the way there. A Zap can bring you across the finish line. A while back, I wrote about how to create and autopopulate a Google Docs template. Take a look at that to see how it works. The tldr is that it takes info from whatever app you want and replaces the blanks in a Google Docs template with that info. It can do anything from automatically creating RFQs to sending out offer letters. The Slack team actually uses this workflow to send form responses into a template to create art briefs for their blog. Take a look at how they make it work (c/o Matt @ Slack). How to create Google Docs templates based on form responses How do you use templates? Think you can simplify the process even further with a Zap? Leave your automation inspiration in the comments!
Hi! I’m Deb, one of the manging editors of the Zapier blog. I wanted to share a new Dropbox feature we’re excited about that’ll add some power to your Zaps. Dropbox recently added the ability to back up files from your Dekstop, Downloads, and Documents folders on your computer. We’ve been waiting for this one, because it means you can trigger Zaps by putting files into folders on your computer desktop. (Be careful: with great power comes great responsibility.) Our staff writer Justin wrote about the new feature, including its limitations and how you might use it to automate some of your workflows (like automatically uploading media or saving email attachments to your downloads folder). Here’s the article: Dropbox can now back up your Desktop, Downloads, and Documents folders. Here's what you need to know. Enjoy, and feel free to send me a note if there’s anything specific you’d like to see us write about on the blog. Thanks!
Hi, folks! I’m Janine, one of the managing editors here at Zapier. My team writes articles about how to use Zapier to make your work easier. Today, I wanted to share some tips about automation for video calls. If you’re anything like me, video calls are a huge part of how you’re working (and socializing) these days. By now, you’ve got your tech figured out, and all the randomness about working from home with your roommates, family members, and pets has become old hat. (My daughter likes to carry one of our pet chickens into the room when I’m on a call. No one is surprised anymore.) Staff writer Krystina Martinez put together this collection of Zaps that can help make your video conferencing life a bit better by using Zapier to set pre-call reminders, schedule calls at a time that’s best for everyone, create agendas, automate follow-up tasks, or manage meeting recordings. Check it out! 4 ways to automate video calls Related reading: Never lose a meeting action item: automat
Whether you’re a Zapier pro or just starting out, it can be overwhelming coming up with ways to make the most out of your automation. Because we support so many apps, and the combinations are nearly limitless, it’s not uncommon for Zapier users to suffer from analysis paralysis. Lucky for you, we’ve spent a lot of time gathering Zapier customer stories to see how people have put Zaps to work for their daily tasks. You can check all 100+ of them on our Customers page, but I thought I’d give you a sampling of what you’ll find there: How a leadership development advisor went from corporate America to successful business owner 4:40 min read“As Michelle was building her business, she knew that she had to put processes in place to be able to scale. She was using dozens of different apps to run her business, spending extra time moving information between them so they'd work well together. But she needed to focus on the tasks that required her expertise and creativity. So she turned to Zap
We can call this the Workaround Wednesday edition, since I’m going to cover a few things to consider when you need to get data into Zapier but the app you’re using doesn’t have an integration. Or, maybe they have an integration but it only has actions, and not triggers. There may actually be an invite-only app integration Before we get to the actual workarounds, I thought I would mention that just because you don’t see your app in our App Directory, that doesn’t necessarily mean that one doesn’t exist. Often times, apps have what we call invite-only integrations, where you need a special invitation link in order to use it. Ways to check whether there’s an invite-only integration: Ask the app creator directly: there’s no harm in reaching out to the company to see if they have an integration that is invite-only, and would they mind providing an invitation link. Do an Internet search: you can always go to your search engine of choice and type in “[name of your app] Zapier integratio
We recently had a couple of users who had asked how to achieve this sort of workflow: the trigger provides line items (like ordering products, for example) there can be multiple items, but the number can vary the end result should be something like product/item x quantity = total (like in an email confirmation) but only for non-empty line items we want to avoid something like x = showing up in the email when some lines are empty Courtesy of some help from our resident Workflow Whiz, @TimS, here’s a solution (a code step would be ideal, but crafting that code is beyond our scope in the Zapier Community, and the following is a great learning opportunity): NOTE: this will differ slightly, depending on how your data comes through the trigger step Click “Show Content” to see the ways in which your data will typically come through: 1) Each piece of info is its own separate field (like from a form, for example): 2) All the fields are under a single line item (not
Hi there! Tim here from the Zapier Support Team with a workflow idea. Background I’ve seen many users write in and ask for a Zap that can do the following: Trigger on a Schedule, like once per week, for example Pull in multiple rows from a Spreadsheet Check each row for a particular condition Run some actions for each row if that condition is met An example might be checking to see if there are any leads in a spreadsheet that haven’t replied to you and generating notifications saying that they need another reach out. I’ve also wanted a Zap that can do this from time to time, but it was a tricky problem that didn’t seem to have a solution. Recently I did find a way to do this that I’d like to share with you. This method works by leveraging the Airtable API in a Code Step, so to use it, your rows would need to be in an Airtable. If you’re not familiar with Airtable, it works and feels a lot like a Spreadsheet app, and also has database features for linking records to each