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Task Automation with Zapier, Python, and OpenAI

Ascendient Learning's Zapier, Python, & OpenAI training course teaches attendees how to automate anything, boost productivity, and streamline workflows to free your team to focus on what matters...

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Duration 5 days
Course Code RPA-138
Available Formats Classroom

Overview

Ascendient Learning's Zapier, Python, & OpenAI training course teaches attendees how to automate anything, boost productivity, and streamline workflows to free your team to focus on what matters most.

After taking a guided tour through Zapier's intuitive interface, attendees learn how to build "Zaps" that connect their favorite apps to automate everyday tasks, including automating data management, sending emails, posting on social media, and more. Students then learn the basics of Python scripting to customize Zapier actions for even more automation. In addition, participants learn how to leverage OpenAI's Generative AI within Zapier for tasks like generating creative content and extracting insights from data.

Skills Gained

  • Master Zapier's user-friendly tools to automate countless tasks efficiently
  • Understand how to use Zaps for connecting apps, tables for data management, and interfaces for capturing data
  • Craft powerful Zaps to handle repetitive tasks like sending emails, updating spreadsheets, and publishing social media posts
  • Expand automation power with Python scripting, customizing Zap actions for intricate workflows
  • Build, test, and troubleshoot Zaps
  • Store, organize, and retrieve data seamlessly within Zapier Tables for streamlined processes
  • Design custom web pages with Zapier Interfaces to collect data from users effortlessly
  • Integrate third-party services with Zapier to create powerful cross-platform automations
  • Enhance automation with cutting-edge AI capabilities utilizing Zapier's built-in OpenAI integration
  • Design and deploy custom, private integrations using advanced platform tools like the UI and CLI
  • Integrate tailor-made Zapier integrations with your own custom Python applications
  • Grasp the fundamental principles of Zapier integrations
  • Use OpenAI's AI with custom Python Zaps
  • Witness real-world examples of these powerful tools in action

Prerequisites

All students should be comfortable writing Python scripts using basic data types, program structures, and the standard Python library.

Course Details

Training Materials

All students receive comprehensive courseware covering all topics in the course. The instructor distributes courseware via GitHub. The courseware includes documentation and extensive code samples. Students practice the topics covered through challenging hands-on lab exercises.

Software Requirements

Students will need a free, personal GitHub account to access the courseware. All students will need a modern web browser such as Google Chrome. The instructor will provide Zapier accounts for the students. Student machines will need a text editor, such as VS Code, the latest LTS version of Node.js, and the latest Python version. Students will need permission to install NPM packages and PyPi packages. Preconfigured student virtual machines can provided upon request.

Outline

  • Introduction
  • Task Automation
    • What is Task Automation?
    • What are Low-Code and No-Code solutions?
    • Automate Tasks with Connected Web-based Services
  • Zapier
    • What is Zapier?
    • How does Zapier Automate Tasks?
    • Zapier Services
    • Low-Code and No-Code Solutions with Zapier
    • Manage Connected Apps
  • Zapier Tables
    • What is a Zapier Table?
    • Pricing
    • Manage Tables
    • Define Table Columns
    • Manage Table Data
    • Export Table Data to CSV
    • Filtering a Table
    • Hiding Fields
  • Zapier Interfaces Overview
    • What are Zapier Interfaces?
    • Pricing
    • Manage Interfaces
    • Configure an Interface
    • Users and Limiting Access
    • Themes, Branding, and Custom Domain
    • Navigation
    • Tracking with Google Analytics
  • Create Zapier Interfaces
    • Managing Pages
    • Add Components to Pages
    • Connect to Zaps
    • Connect to Tables
    • Debugging Issues
  • Zaps
    • What is a Zap?
    • Pricing
    • Using AI to Create Zaps
    • Manage Zaps
    • Organize Zap Folders
    • Zap Metadata
    • Zap Notes
  • Zap Triggers
    • What is a Trigger?
    • Schedule Trigger
    • Webhooks Trigger
    • Tables Trigger
    • Interfaces Trigger
    • Third-Party Triggers
  • Running Zaps
    • Testing Actions
    • View Run History
    • Techniques for Debugging
    • Debugging Python Code Actions
  • Built-In Zap Actions (customizable; listed below are some possible options)
    • Load Shared Values
    • Incorporate Custom Python Code
    • Paths to Conditionally Execute Branches of Actions
    • Add/Update/Remove Data from Tables
    • Filter Data to Control Task Execution
    • Format Incoming Data
    • Delay Task
    • Send Emails
    • Other Zapier Actions
  • Generative AI Chatbots
    • What are AI Chatbots?
    • Pricing
    • Configure Chatbots
    • Define Directives to Control AI Interaction
    • Include your data to improve the AI Chatbot
    • Run Zaps from the AI Chatbot
    • Customize the Appearance
  • Real World Examples
    • Lead Generation
    • Customized AI-Powered Chatbots
    • Incident Report
  • Integrate with Third Party Apps (customizable, some possible options are listed below)
    • GitHub
    • MoonClerk
    • TypeForm
    • SendGrid
    • Slack
    • Monday
    • Azure
    • Azure DevOps
    • Other Third Party Apps
  • Custom Zapier Integrations with Python
    • What is a Custom Integration?
    • Three Core Concepts: Authentication, Trigger, and Actions
    • Public vs. Private Integration
    • Platform UI vs Platform CLI
    • Zapier Platform V3
    • Must-Have Triggers and Actions
    • Platform UI Demo
  • Zapier Integration Structure
    • Dashboard
    • Build
    • Manage
    • Embed (Public Integrations Only)
  • Zapier Platform CLI
    • Install the Zapier Platform CLI
    • Create a New Integration
    • Test the Integration
    • Deploy the Integration
    • Publish the Integration
    • Use JavaScript to define the App Integration
    • Call a Python API from the App Integration
  • Conclusion
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Schedule

Upcoming Course Dates

There are currently no scheduled dates for this course. If you are interested in this course, contact us with the form below.

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FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

They were very good. They made sure everyone was able to get into the training and got all of the material needed for class.

The training was good but needed the basic skills of maximo before getting deep in the configuration of it.

Easy to work with. Learning material pdfs were able to be printed out in color which was very nice to write on.

Good training. A lot to take in for the short amount of time we have though

This was a good program to get prepared for the solutions architect associate exam.