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AI by Zapier + Zapier
How it works
AI by Zapier is a built-in tool that adds powerful AI action steps directly into your automated workflows. Teams use this integration to extract data, classify information, summarize content, write copy, and reply to customers, all without needing a separate AI account, as GPT-4o mini from OpenAI is included in the tool.
When to use AI by Zapier with Zapier
Data extraction
Automatically pull specific information from emails, receipts, documents, or web pages to streamline record-keeping and data entry.
Content classification
Analyze incoming messages or requests to categorize them by type, urgency, or department for better routing and prioritization.
Automated responses
Generate customer support replies, follow-up emails, or personalized messages that maintain your brand voice and tone.
Popular ways to use AI by Zapier + Zapier
Extract receipt data for accounting
Pull vendor name, date, amount, and category from email receipts and send the structured data to your accounting software.
Classify and route support requests
Analyze incoming customer messages to determine if they're support tickets, sales inquiries, or general feedback, then route them to the appropriate team using Paths by Zapier.
Summarize meeting transcripts
Extract key takeaways and action items from video meeting transcripts and organize them into structured outlines or project tasks.
Draft personalized email responses
Generate customer support or sales responses based on incoming requests while maintaining a consistent, professional tone.
Analyze customer feedback themes
Search across multiple review pages or feedback documents to identify recurring patterns and surface insights for product teams.
Route support tickets intelligently
Analyze incoming customer messages with AI to determine priority and department, then automatically assign to the right team members and alert them in Slack.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- URL to Extract Content FromRequired
ActionWrite- URLs to Search AcrossRequired
- What to Search ForRequired
- Number of Results
ActionWrite
- ProviderRequired
- AuthenticationRequired
- ModelRequired
- PromptRequired
- Input fields
- Knowledge Sources
- Output fields
- Return as an array of objects?
ActionWrite
Get started automating AI by Zapier
- 1Create or edit a Zap and set up your trigger step from another app.
- 2Add an action step and select AI by Zapier from the built-in tools.
- 3Click "Initiate prompt builder" and choose from three options: generate a custom prompt, start with a quick action template, or copy an existing prompt.
- 4Select your AI model (choose from OpenAI, Anthropic, Google, or Azure OpenAI), add optional knowledge sources from tools like Google Drive or Notion, and define your output fields.
- 5Generate a preview to see your results, refine as needed, then finish and add subsequent steps to route your AI-generated content to its destination.
Frequently asked questions about automating with AI by Zapier
Do I need a separate AI account?
No, GPT-4o mini is included directly in AI by Zapier. However, you can connect your own accounts for OpenAI, Anthropic, Google AI Studio, or Azure OpenAI if you prefer to use different models.
Can I customize the AI-generated output?
Yes, you can write custom prompts, define specific output fields, adjust tone and style, and use the prompt assistant to optimize your instructions for better results.
What AI models can I use?
You can choose from models by OpenAI (including GPT-4o mini), Anthropic Claude, Google AI Studio, and Azure OpenAI directly within the AI by Zapier action.
Can I ground AI responses in my own content?
Yes, you can add knowledge sources from tools like Google Drive, Notion, and Confluence so AI by Zapier can reference your documents, pages, or files when generating responses.
How do I ensure consistent results?
Use the "My prompts" feature to save and reuse your most effective prompts across multiple Zaps, and take advantage of the output preview to refine your setup before activating your workflow.










