Question

Solution or tool to review Zapier set up against an SOP Doc

  • 29 March 2024
  • 1 reply
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I am looking for a solution that basically compares a zapier (or make.com) automation to an SOP doc, where all of the steps and mapping is defined int he doc. We are currently testing all steps and mapped fields manually, checking them side by side but I would rather do the quality assurance in a more scalable way. Is there a way to export the zap and all data then use a tools that can do the checking for you? If anyone has any recommendations on solutions or tools that would be appreciated. Thanks!


1 reply

Unfortunately, neither Zapier nor Make (formerly Make.com) offers a direct export feature that generates an SOP document. However, there are workarounds to achieve a more scalable quality assurance process:

1. Leverage Zap Documentation:

  • Zapier allows adding custom notes and descriptions within each step of the Zap. Utilize these fields to document the purpose and action of each step. This creates a basic in-line reference similar to an SOP.

2. Manual Documentation with Testing Tools:

  • While time-consuming initially, manually create an SOP document outlining each step and mapped field.
  • Utilize Zapier's built-in testing tools to simulate data flow and verify functionality.
  • Update the SOP with screenshots and notes from these tests, creating a documented record alongside the Zap itself.

3. Third-party Integration Monitoring Tools:

  • Consider exploring third-party integration monitoring tools like Hevo Data, Fivetran, or Stitch. These platforms often offer functionalities to visualize data flow and identify potential inconsistencies between your Zap and the intended behavior.

4. Custom Scripting (Advanced)::

  • For advanced users, scripting solutions might be an option. Tools like Python with libraries like Zapier's unofficial API (https://github.com/zapier?language=python) could potentially be used to extract Zap configuration and compare it with an existing SOP document. However, this approach requires programming expertise.

Overall, while a direct export to an SOP isn't available, these methods can streamline your quality assurance process and create a documented record alongside your Zaps.

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