Step by step

How-To

Step-by-step guides with video, screenshots and code. Set up your tools, connect integrations, fix errors and ship faster. Search or filter by category, then follow each guide one step at a time.

523Guides
21Matching
16Categories
Free weekly email

New guides in your inbox

Fresh step-by-step how-to guides as we publish them. One email a week, no more.

Automation
Beginner8 min

How to Build Your First Zap with an AI Step

Connect a trigger to an AI action in Zapier so an LLM processes every new item automatically, no code required.

Automation
Beginner7 min

How to Auto-Summarize Form Submissions and Post Them to Slack

Turn long form responses into a clean one-line summary with AI and drop it into a team channel the moment someone submits.

Automation
Intermediate7 min

How to Use Your Own OpenAI API Key in Zapier

Connect a personal OpenAI account to Zapier so AI steps run on your key, your model choice, and your billing.

Automation
Intermediate9 min

How to Extract Structured Data From Emails Using a Zapier AI Step

Pull names, amounts, and dates out of messy emails into clean fields you can route into a spreadsheet or CRM.

Automation
Intermediate10 min

How to Build a Simple AI Chatbot with Zapier Interfaces and Tables

Create a hosted chatbot trained on your own content using Zapier Chatbots, no website code needed.

Automation
Intermediate9 min

How to Auto-Categorize and Route Support Tickets with AI and Paths

Let an AI step tag each incoming ticket so Zapier Paths sends it to the right team automatically.

Automation
Beginner8 min

How to Auto-Generate Social Media Captions From New Blog Posts

Watch your RSS feed, have AI draft platform-specific captions, and queue them for posting automatically.

Automation
Advanced10 min

How to Call the Claude API From Zapier Using Webhooks

Use a Webhooks by Zapier POST step to send a prompt to Anthropic's Messages API when there is no native action you need.

Automation
Beginner6 min

How to Cut AI Task Usage in Zapier With Filters and Formatter

Stop wasting AI credits by filtering out items that do not need a model and trimming text before it hits the prompt.

Automation
Advanced11 min

How to Build a Multi-Step AI Research Agent in Zapier

Chain a search action, an AI summarize step, and a delivery step into a simple agent that briefs you on any new topic.

Automation
Intermediate7 min

How to Debug AI Steps in Zapier Using Zap History

Find out why an AI step returned the wrong answer or broke a later action by reading the run logs and reproducing it.

Integrations
Beginner7 min

How to Upload Videos to YouTube Automatically with Zapier

Build a no-code Zap that watches a cloud folder and publishes any new video file to your YouTube channel.

Integrations
Intermediate8 min

How to Build a Notion to Google Sheets AI Pipeline With Zapier

Use Zapier to send new Notion items through an AI step and log the enriched result into Google Sheets, no code required.

Integrations
Beginner8 min

How to Send a Zapier Webhook to OpenAI and Get a Summary Back

Catch any incoming payload in Zapier, pass it to the OpenAI Chat Completions API, and reuse the summary in later steps.

Integrations
Beginner8 min

How to Auto-Draft Email Replies from a Form with Zapier and GPT

Turn a typeform or Google Form submission into a polished draft reply using a Zapier webhook and the OpenAI API.

Integrations
Intermediate10 min

How to Give a Zapier AI Webhook Simple Conversation Memory

Use Storage by Zapier to remember the last few turns so your AI replies stay in context across webhook calls.

Integrations
Advanced9 min

How to Cap AI Spend on a Webhook Across Zapier, Make, and n8n

Add per-day request counters and short prompts so a busy webhook cannot blow past your AI budget.

Integrations
Beginner9 min

How to connect Gmail to ChatGPT so it drafts replies for you

Wire incoming Gmail messages into ChatGPT through Zapier so every new email gets an AI-written draft reply waiting in your inbox.

Integrations
Beginner8 min

How to connect Google Calendar to ChatGPT to schedule events by chat

Use a Zapier or GPT Action setup so you can tell ChatGPT a plain-English request and have it create the calendar event for you.

No-Code
Intermediate10 min

How to Send Voiceflow Chat Data to a Spreadsheet With an API Step

Capture an email in Voiceflow and POST it to a Zapier or Make webhook with the API block so each chat lands in a Google Sheet.

Social Publishing
Advanced10 min

How to Auto-Publish New Videos from RSS to Buffer with Zapier

Build a Zapier flow that watches your YouTube RSS feed and queues each new upload to Buffer automatically.

Showing 21 of 21