Zapier
A popular workflow management tool, used by 2+ Mio organisations around the globe. It offers integrations with 6,000+ apps globally.
General Info
Prerequisites:
Zapier account (Free, Starter, Professional, Team or Company)
Structize account (Starter, Pro, Team, Enterprise)
Recommended expertise:
Zapier: Beginner ✅
Structize AI: Beginner ✅
1. Connect Zapier with Structize AI
STEP 1️⃣ : Request an invite to use Structize AI with Zapier
To get started with Zapier, the first thing that you need to do is to request an invite from the Structize AI app. You can do this by sending a request to: support@structize.com. We'll give you access within 24h during a business day.
STEP 2️⃣ : Connect your Zapier account to your Structize AI app account
You will receive an invitation into your mailbox to link the Structize AI app within your Zapier Organisation account. Click 'Accept invitation' in the E-mail.
Login to your Zapier account at https://zapier.com/app/login and you will be likely prompted to the below screen where you are invited to 'Accept & Build a Zap'
STEP 3️⃣ : Configure the Structize AI action in Zapier.
This will open the Zapier home canvas where you can start building your 'Zaps'. It should look something like below:
Click on the left top on '+ Create' and then on 'Zap' or click on 'Zap' in the left column directly if you want to add the Structize AI App to an already existing Zap you've created earlier.
In the below, we have created a new 'Zap':
When you click on 2. Action, you can search for Structize in the search field on the left side above.
You will see that the Structize AI App (See 2.) becomes available in the Zapier Canvas.
Click within the right column on 'App & Event'. You will be requested to link Zapier and Structize AI through your personal API key. Once you've provided the API key, click to continue.
You can find the API key in the Structize AI App itself under ' API '
🎉 Congratulations. You are now ready to create a full zap (trigger & multiple actions) using ⚡️Structize AI.
2. Create a Zap within Zapier with Structize AI
🔄 Reminder: For this example we have already created a trigger based on a connection with a Gmail account. You can check the Zapier documentation to learn more about using Triggers within the Zapier platform. You have choice from 6000+ connected apps that each come with their Triggers.
STEP 1️⃣ Add Trigger data in your Action using Structize AI
We can now configure the 'Action'. We can select the 'text (required)' from the original trigger to provide it with the data that you want to structure. We have here selected the 'body text' from E-mails that come in through Gmail.
STEP 2️⃣ Add questions to your Action using Structize AI
You can now get started with your Struct where you can ask individual questions about the data you've provided through the trigger. You can add multiple questions. Each question will result in a separate output result
Below here you can find an example where we use the body text of the E-mail and ask 2 questions:
Question 1: about the perceived sentiment of the E-mail.
Question 2: who the sender of the E-mail is.
Each will result in a separate output in your Zap.
STEP 3️⃣ Test your Action using Structize AI
Below you can find the answers that the Struct has generated for each individual question. In our example these are the answers:
[Question 1]: What is the perceived sentiment of the E-mail? [Answer]: positive
[Question 2]: Who is the sender of the E-mail? [Answer]: Rick
🎉 Congratulations. You have completed the Zap and officially created a Struct with⚡️Structize AI.
3. Create an additional Zap where you use your Answers from Structize AI in.
Now you have created the Struct, you can use the output in following Zaps as well as mentioned below:
🎉 Congratulations. You are now officially a Zapier - Structize AI HERO 🦸🏻♀🦸♂️and you master the integration!
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