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Popular ways to use Zapier to automate your work TechTricks365

Popular ways to use Zapier to automate your work TechTricks365


Manual work might (eventually) get the job done—but it rarely scales. Whether it’s following up with leads, sharing updates, or wrangling data across teams, as your processes grow more complex, so does the need for workflows that scale with you.

That’s where Zapier comes in. You can start by automating individual tasks with simple workflows—what we call Zaps—and grow into orchestrating entire systems across apps, teams, and data. With tools like Tables, Interfaces, Chatbots, and AI-powered agents, it’s easy to build workflows that not only run smoothly but evolve with your business. 

The examples below are some of the most popular ways teams use Zapier to reduce manual work and streamline their day-to-day. From lead follow-up to content distribution, these workflows show what’s possible when everything just works—automatically.

Zapier is the most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated, AI-powered systems for your business-critical workflows across your organization’s technology stack. Learn more.

Post on your social channels from an RSS feed

Instead of manually sharing your blog posts or interesting articles you’ve found online, use these Zaps to share items from an RSS feed directly to social media.

Save form responses in a spreadsheet

Forms are a great way to collect all sorts of data from your customers and internal teams. Once someone has filled out your form, you can easily analyze and share your form data by dropping it into a Google Sheet—or another database app of your choice.

Spreadsheets are great for storing information, but they’re not built for acting on it quickly. For a more dynamic automated system, try Zapier Tables. With it, you can store data, trigger automations, and connect all your organization’s apps and workflows to your spreadsheet data.

Automatically respond to forms

Analyzing form responses is important, but don’t leave your customers hanging while you’re working at getting back to them. Use a Zap to send an automated reply to form responses so customers know you’ve not only heard from them but are busy working on solving their issue, building better products, or whatever message will resonate most for your business.

Want more control over the form experience—without switching tools? You can also build custom forms directly in Zapier Interfaces.

Interfaces makes it easy to design a form, collect data, and automatically route that data to your other apps through a Zap. It’s perfect for internal requests, lead capture, or any workflow where you want everything—form, logic, and follow-up—to live in one place.

Contact us form

Automate the way you handle incoming messages using a customizable contact form template.

Survey Template

Collect feedback quickly with automatic notifications.

AI Form Template

Streamline data collection with an AI-powered form.

Track and respond to leads

As your business scales, tracking and following up with leads can get tricky. Make sure no leads fall through the cracks by automatically connecting your lead management app to your spreadsheet or email tool with one of these Zaps.

Need a helping hand writing follow-up emails at scale?  With Zapier, you can drop AI directly into your workflows to generate personalized responses automatically. For example, this Zap uses ChatGPT to write custom emails for new LinkedIn Ads leads—and sends them via Gmail, instantly.

If you want a hand in handling customer queries, try Zapier Chatbots—free custom AI chatbots that engage customers when they have questions, deliver personalized responses, and collect lead information automatically.

Create tasks and to-dos

To-dos can come from almost anywhere—your notes app, your calendar, or a form response. Keep your task list up to date by connecting your to-do app to your other business-critical tools.

Pro tip: Try Zapier Agents to handle these sorts of routine tasks autonomously in the background, so you can focus on what matters most.

Use webhooks

Want to automate an app that doesn’t yet integrate with Zapier? Webhooks are one way that apps can send automated messages or information to other apps. Use Zapier’s built-in webhooks tool to send information to or from almost any app.

Get notifications and reminders about everything in Slack

For many teams, Slack is information central. Streamline sharing with your team by sending notifications from other apps to Slack.

Want an AI-powered bot to answer general employee questions in Slack? By integrating ChatGPT with Slack, you can create AI-powered assistants that live inside Slack. They can even draw from your own company files and knowledge sources so they’re ready to answer questions on everything from HR policies to content guidelines, accounting, and more. It’s a fast, scalable way to help your team without making them switch tools or wait for a response.

Track events and tasks with your calendar

If you rely on Google Calendar to stay on schedule but use a different app to track everything you need to work on, these workflows are for you. Keep tabs on everything coming up without manually adding events to your calendar.

Do you use AI transcription tools to capture next steps? Meetings can be a goldmine for that kind of information—but only if you’re adding them to your project management tools. With Zapier, you can automatically extract action items and notes from tools like Fathom or Fireflies.ai, then turn them into tasks or updates in your favorite project management tools.

Whether you want to send follow-ups to Notion or create action items in Asana, these Zaps help you bridge the gap between what was said and what needs to get done.

Save email attachments to the cloud

Don’t let the files and photos people send you over email get lost in your inbox. Instead, save those attachments to your favorite cloud storage service so you’ll always know where they are.

Start automated workflows with a push

Need to send an email, add a task, schedule a meeting, and more? Don’t open those apps—that’s how you’ll get distracted and waste even more time. Instead, use Zapier’s Chrome Extension to create those items at the push of a button.

Turn your emails into to-dos

With the daily flood of email, your inbox isn’t the best place for your tasks. Yet many emails are actionable. Never let an email task get buried—instead, let Zapier send it to the proper place so you remember to take action.

Get an automatic summary of anything with Digest

Sometimes you don’t need to know about new things exactly when they happen—instead, you need to know all of the things that happened over a time period. Perhaps you’d like an email with all of today’s headlines each evening, or a list of everything your team’s completed this week on Friday afternoons. Zapier’s Digest tool can correlate the info for you and send it right when you need it.

Want to go one step further? Use AI to generate a smart summary of your emails and send it to Slack—so you get just the highlights, and none of the noise.

Automatically send survey thank yous

Personalized responses are time-consuming to create from scratch. Instead, these workflows reach out and thank individuals for their input almost instantly.

Scale your work with Zapier’s AI orchestration platform

The workflows above are just the beginning. With Zapier, it’s easy to start by automating small, repetitive tasks—like sending emails, logging form responses, or sharing updates across tools. But as your needs grow, you can build more connected systems: combining apps, data, and AI into intelligent workflows that scale with your team.

From following up with leads to creating Slackbots that answer internal questions, Zapier gives you more than automation—it gives you AI orchestration, so your workflows can think, respond, and adapt without you lifting a finger. Get started today and see what you can build.

This article was originally published in March 2017, with previous contributions by the Zapier editorial team. It was most recently updated in June 2025 by Elena Alston.


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