Zapier AI for small business

Automation basics

A Zap is a trigger plus one or more actions. The trigger is something happening in one app. The actions are what you want to happen next.

App connections

Zapier supports thousands of apps. Start with the ones you already use heavily. Email, calendar, CRM and forms are common starting points.

Common workflows

• 01When a form is submitted, draft a reply and send for review
• 02When a meeting ends, summarise the transcript and send to the team
• 03When a deal is won, draft an onboarding email and create tasks
• 04When a review comes in, classify the sentiment and route it

What to avoid

Building too much before testing. Start with one Zap, watch it for a week, then expand. Big automations that go wrong are hard to debug.