Zapier

Here's a revised #revenueoperations Slack bot with Zapier's upgraded Agent feature. What if this bot could respond to 70% of Slack shoulder taps meant for your ops team, giving time back. Here's an example👇 I set up the Agent to do the following ➡️ Reference rules of engagement in a Google Doc. You could instead point it to an entire folder or Drive of information. Or point it to Notion or Confluence as a knowledge repo ➡️ Find contact information using Clay. What it's doing here is sending a POST Webhook to a Clay table where Clay then takes over and enriches the data. Then it sends a Webhook back to Zapier to add a record to a Zapier table. I built in a pause in the Agent to then lookup the information in the Zapier table ➡️ Connected the Agent to HubSpot to find (contact, company, deal) information and update (contact, company, deal). There was a ton of other objects but I kept this bot fairly simple If you do decide to build an agent make sure you test it rigorously Use the activity logging console to inspect the bot's chain of thought Give it feedback and go back into your prompt to rework it Originally I gave it an IF/ELSE stye of prompting but that's not "Agentic". Instead I treated it as just another workflow. Allow the agent to decide which path to take to get a sense for what it can really do Good luck out there Go forth and operate 👋

As AI Fluency Lead at the Financial Times, it's v interesting to see Zapier require AI fluency for 100% of new hires. They've shared quick examples of the skill types they're assessing to see where an applicant is on their AI journey. They have 4 levels of AI Fluency: 1️⃣ Unacceptable: Resistant to AI tools and skeptical of their value. 2️⃣ Capable: Using the most popular tools. Likely under 3 months of hands-on experience 3️⃣ Adoptive: Embedding AI in personal workflows. Tuning prompts, chaining models, and automating tasks to boost efficiency. 4️⃣ Transformative: Uses AI not just as a tool, but to rethink strategy and deliver user-facing value that wasn’t possible two years ago with examples for People/HR: Unacceptable - Distrusts all AI hiring tools - Screens each resume one-by-one - Relies on manual scheduling and candidate follow-ups Capable - Drafts interview guides & summarizes panels with ChatGPT, saving ~2 hrs/week - Can explain privacy limits (e.g., no PII in public models) Adaptive - Automates onboarding docs; runs LLM resume-screen with bias checks, yielding 3× faster shortlists - Measures time-to-hire gains and refines prompts for under-represented talent pools Transformative - Revamps recruiting funnel with AI to shorten time-to-hire by 30% - Trains HRBPs on safe AI and shapes company policy on ethical hiring AI Thanks for sharing Brandon Sammut, Wade Foster, Tracy St.Dic Casey Firey, SHRM-CP, Bonnie Dilber Jaime Onofre Colin Monaghan Rita Bueno Dowling Dara Hashemi Tiffany Daley Kim Wilkes. At the Financial Times we also have 4 levels, that we call: - Unintentional - Beginner - Literate - Fluent with expectations for four themes at each level: - Tools, Productivity and Innovation - Critical Thinking - Governance - Ethics and are surfacing examples of Fluency at a role-level. I share more in my LinkedIn posts if you'd like to follow along. McKinley Muir Hyden, Kate Sargent, Debs Gledhill, Lauren Henderson, Lucy Holliday, Dharshan Marway, Sam Gould, Aliya Itzkowitz, Andi 曹-McAleer, Anna Martin, Natasha Fernandez, Cherry Ainsworth, Krum Arnaudov

Calling all Zapier partners! 🚨 You're invited to our upcoming webinar! Driving Results with Zapier: Marketing tools for every stage of the customer journey 😎 Hear directly from top partners on what’s worked, the impact they’ve seen, and the lessons they've learned. Plus, we’ll unpack what we learned from our latest partner projects, including: - Common roadblocks and how to avoid them - What sets high-performing partners apart - How to set up for measurable success 📅 Date: June 18 🕒 Time: 10 AM PT / 1 PM ET 🔗 Register here: https://lnkd.in/gh8xhcif Can't wait to see you there!

How do we measure AI fluency at Zapier? That’s the top question I’ve gotten this week. Below are a few examples of how we assess AI fluency by role. Please note that these are not requirements or ‘boxes to be checked’. These are quick examples of the skill types we’re assessing to see where an applicant is on their AI journey. We map skills across 4 levels: Unacceptable, Capable, Adoptive, and Transformative. 1️⃣ Unacceptable: Resistant to AI tools and skeptical of their value. 2️⃣ Capable: Using the most popular tools. Likely under 3 months of hands-on experience 3️⃣ Adoptive: Embedding AI in personal workflows. Tuning prompts, chaining models, and automating tasks to boost efficiency. 4️⃣ Transformative: Uses AI not just as a tool, but to rethink strategy and deliver user-facing value that wasn’t possible two years ago These are evaluated through screenings, async exercises, and live interviews. Signals compound across stages. If you’re curious, here are some real questions we’ve asked in interviews: MARKETING - How is AI changing how you plan or execute campaigns? - How do you use AI to personalize messaging, generate content, or analyze performance? PEOPLE - Can you share an example of how you use AI in your daily work? - Can you share an example of a process or program you’ve built using AI? (Why AI, how does it work, tooling, outcomes, how you think about ROI?) PRODUCT - How is AI impacting SaaS? - Give an example of a time you used AI in a product feature. Did it improve with a better/faster/cheaper model? A few more things to note: 👉None of this is gospel. The best way to improve is to try things, collect data, then improve. The bar will keep rising. 👉AI skills vary and are heavily role-specific. These are not the only acceptable answers, just the ones we could fit in the table. 👉Engineering ≠ Marketing ≠ Support. Context matters. Requirements vary. I’ll continue to share what we’re learning as we refine what AI fluency means at Zapier. In the meantime, we’re hiring across a variety of roles. Excited to meet you.

Want to approve something before letting the robots have a go at it? Zapier and Slack have a cool little tool called Request Approval that you may like.

Are you a Claude Pro user? You now have access to Zapier MCP. So why not use it to manage your entire podcast workflow? 👀 Reid Robinson did just that. He used Zapier MCP to: - Reach out to a guest (spoilers: me) - Generate questions & show notes - Transcribe & create captions - Draft & schedule social media posts Just one example of how MCP connects your AI assistant to thousands of apps. (no API integrations required)

Zapier MCP now officially works w/ Claude Pro! Try it now 👇

Bad data is like ✨ glitter✨ after a birthday party: still showing up weeks later, uninvited. But fixing it with Zapier is way easier than you might think. I’m teaming up with ZeroBounce for a live webinar on June 5 to show you how to automate email validation. And ... (drumroll) ... catch my first-ever public demo of Zapier Agents! It's going to be fun one with Brian Minick!

You don't need a marketing budget. You need a killer product and your team on the field helping people. I helped Ryan Hoover from Product Hunt, and 4 hours later, he was tweeting about it. See what the fuzz is about. Link in comments 👇

After proving Zapier’s value across teams? Vendasta scaled with our enterprise plan. More Zaps, direct support, greater impact. And most importantly? Built for scale 🔥