Your First Zap With Ai

Your First Zap: Never Miss a Deal

🚀 Introduction

In this project, you'll create an automated workflow (Zap) using Zapier to classify incoming emails and send real-time notifications to Slack whenever a potential deal is detected. This will help you stay on top of important business opportunities without manually checking your inbox.

📌 What You'll Learn

• How to set up a Zapier automation.
• How to use AI by Zapier to classify emails.
• How to filter results before sending notifications.
• How to send a Slack message when a deal is detected.

🛠 How to Start

Step 1: Prerequisites

Before starting, ensure you have:

• A Zapier account → Sign up here
• A Slack account → Sign up here

Step 2: Create a New Zap with Zapier Copilot

1. Open Zapier's Zaps Section.

2. Click on "Create" → "New Zap".

3. In the Zapier Copilot prompt box, enter the following instruction:

   1I want to automate email classifying. Every time I receive an email, I want to know if the email is from a deal or not, and if it is, then send a notification to Slack.

4. Let Zapier generate a basic workflow structure based on your request.

Step 3: Set Up the Email Trigger (Gmail)

1. Click on the first node and choose Gmail as the trigger app.
2. Select "New Email" as the trigger event.
3. Connect your Gmail account.
4. Proceed to test the trigger to ensure it works correctly.

Step 4: Process Emails Using AI by Zapier

1. Click on the next node and choose "AI by Zapier".

2. Select "Analyze and Return Data".

3. In the instructions, provide the following prompt:

   1I want to automate email classifying. Every time I receive an email, I want to know if the email is from a deal or not. If it is, then send a notification to Slack.

4. Define the output fields:

   • is_deal → ("yes" or "no")
   • deal_details → (Provide details about the deal)

5. Continue and test the AI response.

Step 5: Filter Only Deal-Related Emails

1. Add a Filter by Zapier step.
2. Set the condition:
   • is_deal (Text Exactly Matches) → yes
3. This ensures only deal-related emails trigger a Slack notification.

Step 6: Send a Slack Notification

1. Click on the last node and choose Slack.

2. Select "Send Channel Message".

3. Connect your Slack account.

4. Choose the Slack channel where notifications should be sent.

5. Customize the message using the AI output:

   1🚀 New Deal Alert! 🚀
   2*Details:* {{deal_details}}

6. Test the Slack message to confirm it works.

Step 7: Final Testing & Activation

1. Send a test email to see if the Zap correctly classifies it and notifies Slack.
2. If everything works, name your Zap and click "Turn on Zap" 🎉.

🎯 Conclusion

Congratulations! 🎉 You've successfully built an automated system that classifies emails and notifies you about important deals via Slack. This workflow ensures you never miss an opportunity while reducing manual effort.

Now, sit back and let automation do the work for you! 🚀🔥