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4 min read

Create an AI digital assistant with Zapier

Kill the admin work and take control of your day.

By Elena Alston · May 9, 2023
An orange robot icon on a light purple background.

When do you find your job most satisfying? Probably not when you're doing administrative work—whether that's taming your email inbox, summarizing meetings, or creating a to-do list. Most of us spend more time than we'd like doing busywork when we'd prefer to be doing what we're actually passionate about. 

And that's exactly where AI comes in. 

When combined with Zapier, AI apps are powerful tools that can help you with everything from organizing your emails to scheduling your appointments. In this blog post, we'll show you how to create your own AI digital assistant using Zapier and AI.

Zapier is the leader in workflow automation—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.

Table of contents

  • Organize, tame, and write your emails

  • Create transcripts, to-dos, and summaries of your meetings

  • Prioritize and personalize your daily schedule

  • Streamline your to-do lists and projects

  • Control your home devices from afar

  • Create custom chatbots to do your bidding

  • Reply to prospects and customers

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Organize, tame, and write your emails

We've all spent too much time organizing email inboxes and separating the stuff that matters from spam.

Whether you get too many emails to count, regularly miss out on important information that gets buried, or struggle to write business-appropriate emails at scale, AI can help you tame your inbox—and streamline your output. 

That's because AI can write summaries of emails and send them to you where you spend most of your time (like Slack), create email digests of summaries for you, define the tone of an email, and, yes, even draft responses for you. 

Get an OpenAI-generated email summary in Slack for new Gmail emails

Get an OpenAI-generated email summary in Slack for new Gmail emails
  • Gmail logo
  • Slack logo
Gmail + Formatter by Zapier + OpenAI (GPT-4, DALL-E, Whisper) + 1 more

Get an AI-generated daily digest of your emails in Slack

Get an AI-generated daily digest of your emails in Slack
  • Gmail logo
  • Slack logo
Gmail + Formatter by Zapier + OpenAI (GPT-4, DALL-E, Whisper) + 2 more

Answer questions from new inbound emails with My AskAI

Answer questions from new inbound emails with My AskAI
  • Email by Zapier logo
  • My AskAI logo
  • Email by Zapier logo
Email by Zapier + My AskAI

Learn more: Read our in-depth tutorials on using AI to write business emails at scale, send you a daily summary of your emails, or draft email responses for you.

Create transcripts, to-dos, and summaries of your meetings  

I can't tell you the number of times I've missed out on important meetings due to a timezone clash—or because I've gotten side-tracked by a fast-approaching deadline. 

While a co-worker usually records most meetings, watching them later (even with playback sped up) takes a lot of time and doesn't always give me clear next steps. 

Fortunately, these Zaps can do everything from creating transcripts from an audio file, drafting summaries, and creating a personalized to-do list based on the contents of a meeting—saving the whole team from taking notes and assembling them later manually. 

So whether you need to gather product feedback from user interviews or catch up on a project sync you missed, AI can do all the heavy lifting for you. 

Create meeting transcripts and summaries with OpenAI from audio files

Create meeting transcripts and summaries with OpenAI from audio files
  • Dropbox logo
  • OpenAI (GPT-4, DALL-E, Whisper) logo
  • Slack logo
Dropbox + OpenAI (GPT-4, DALL-E, Whisper) + Slack

Create transcripts of audio files with OpenAI's Whisper

Create transcripts of audio files with OpenAI's Whisper
  • Dropbox logo
  • OpenAI (GPT-4, DALL-E, Whisper) logo
  • Dropbox logo
Dropbox + OpenAI (GPT-4, DALL-E, Whisper)

Add new Vowel meeting summaries to existing Google Doc

Add new Vowel meeting summaries to existing Google Doc
  • Google Docs logo
Google Docs

Send an email with a meeting summary

Send an email with a meeting summary
  • Vowel logo
  • Email by Zapier logo
Vowel + Email by Zapier

Send Vowel meeting notes to Slack channels

Send Vowel meeting notes to Slack channels
  • Vowel logo
  • Slack logo
Vowel + Slack

Create Descript transcripts from Google Drive files

Create Descript transcripts from Google Drive files
  • Google Drive logo
  • Descript logo
Google Drive + Descript

Does your business ever create personalized video demos for new employees or prospects? You can also get AI to generate videos and automatically append them to your meeting invites.

Generate Synthesia videos for new meeting invitees in Calendly

Generate Synthesia videos for new meeting invitees in Calendly
  • Calendly logo
  • Synthesia logo
Calendly + Synthesia

Add your Synthesia videos to a detailed event in Google Calendar

Add your Synthesia videos to a detailed event in Google Calendar
  • Synthesia logo
  • Google Calendar logo
Synthesia + Google Calendar

Read more: 5 ways to automate Synthesia

Prioritize and personalize your daily schedule

Everyone's schedule is subject to change on a daily basis. Whether you need an extra hour to meet a deadline or completely re-shuffle your day based on your to-do list, AI can help you decide what to prioritize—without wasting precious time figuring it out yourself. 

Create OpenAI recommendations from Evernotes to-do lists

Create OpenAI recommendations from Evernotes to-do lists
  • Evernote logo
  • OpenAI (GPT-4, DALL-E, Whisper) logo
  • Slack logo
Evernote + OpenAI (GPT-4, DALL-E, Whisper) + Slack

Alternatively, you can also use AI to find specific events or send you personalized messages about new events scheduled on your calendar, including details about the project involved, the people attending, and the start and end time. Get prepped from the get-go. 

Receive an AI-generated message about new calendar events in Slack

Receive an AI-generated message about new calendar events in Slack
  • Google Calendar logo
  • OpenAI (GPT-4, DALL-E, Whisper) logo
  • Slack logo
Google Calendar + OpenAI (GPT-4, DALL-E, Whisper) + Slack

Find Google Calendar events with new pushed voice messages in Google Assistant

Find Google Calendar events with new pushed voice messages in Google Assistant
  • Google Assistant (Legacy) logo
  • Google Calendar logo
Google Assistant (Legacy) + Google Calendar

Streamline your to-do lists and projects 

Need a project manager but don't have the budget? Whether you'd like to save time by having AI create or summarize a brief, outline content to get you started, or notify your team with AI-generated summaries, you can get your own AI assistant to do the heavy lifting. These Zaps can help you enhance and streamline your project management flows. 

For example, whenever a new project is created inside your project management tool, you can get an AI app to create a description (or generate content) and specific next steps for every teammate, then email or Slack it to your team. 

Create OpenAI content from new Zenkit items and update them

Create OpenAI content from new Zenkit items and update them
  • Zenkit logo
  • OpenAI (GPT-4, DALL-E, Whisper) logo
  • Zenkit logo
Zenkit + OpenAI (GPT-4, DALL-E, Whisper)

Create OpenAI content from a brief and append to a Google Doc

Create OpenAI content from a brief and append to a Google Doc
  • Asana logo
  • Slack logo
Asana + OpenAI (GPT-4, DALL-E, Whisper) + Google Docs + 1 more

Send prompts to GPT-3 for updated Airtable records

Send prompts to GPT-3 for updated Airtable records
  • Airtable logo
  • Airtable logo
Airtable + Web Parser by Zapier + OpenAI (GPT-4, DALL-E, Whisper)

Generate images with OpenAI's DALL.E from Airtable records and update it with your image

Generate images with OpenAI's DALL.E from Airtable records and update it with your image
  • Airtable logo
  • OpenAI (GPT-4, DALL-E, Whisper) logo
  • Airtable logo
Airtable + OpenAI (GPT-4, DALL-E, Whisper)

Or, say someone has a specific request in Slack, email, or elsewhere. AI can expand on the message and send it as an item to your project management app. 

Send new starred emails to Mem

Send new starred emails to Mem
  • Gmail logo
  • Mem logo
Gmail + Mem

Create Asana tasks for new Vowel action items

Create Asana tasks for new Vowel action items
  • Asana logo
Asana

Create Trello cards with OpenAI responses to new or updated Google Sheets rows

Create Trello cards with OpenAI responses to new or updated Google Sheets rows
  • Google Sheets logo
  • OpenAI (GPT-4, DALL-E, Whisper) logo
  • Trello logo
Google Sheets + OpenAI (GPT-4, DALL-E, Whisper) + Trello

Learn more: Read our in-depth tutorials on using AI to create social media copy or design logos according to briefs in your project management tools. 

Control your home devices from afar

At work all day and don't have time to manage your home devices? Or maybe you just want to automate the process, so you can get more done in the day without worrying about household chores piling up. 

These integrations let you control your devices from afar, so you can automate all your routines—from house cleaning to turning off the heat. 

Activate Alexa routines with new Flic presses

Activate Alexa routines with new Flic presses
  • Flic logo
  • Virtual Buttons logo
Flic + Virtual Buttons

Execute HomeKit Scenes in Pushcut from new trigger phrases spoken in Amazon Alexa

Execute HomeKit Scenes in Pushcut from new trigger phrases spoken in Amazon Alexa
  • Amazon Alexa logo
  • Pushcut logo
Amazon Alexa + Pushcut

Create custom chatbots to do your bidding

Want to make use of ChatGPT without context switching? Fortunately, you can easily create a ChatGPT slack bot that allows users to ask questions in a specific Slack thread and have the AI reply—helping employees to ask questions and get replies directly in Slack. 

Learn more: Read our in-depth tutorial on how to create a ChatGPT Slack bot for your whole team to enjoy. 

Even better, you can also create custom chatbots using Zapier Interfaces

The chatbot component taps into GPT, and by feeding it a "directive", or prompt, you can tailor the chatbot's use case and give it information specific to your company or your role. 

For example, you could create a bot that gives career advice based on your company's documentation or that can provide editorial feedback based on your company's voice and tone guide. 

Want to help employees write manager feedback or generate personal growth goals at work? A chatbot can do that, too. 

Screenshot of bots built with Zapier Interfaces

These chatbots can act as your own digital assistant, saving you time and resources. 

Learn more: Want to have a digital assistant directly within ChatGPT? The Zapier ChatGPT plugin lets you connect thousands of apps (like Google Sheets, Gmail, or Slack) and automate tasks directly inside ChatGPT. You can join the waitlist here.

Reply to prospects and customers

Already use a chatbot to help your customers and leads with queries or issues based on your company's documentation? That's a great start! 

But maybe you find yourself constantly answering the same questions from customers on other platforms. Or perhaps you just want to make sure new prospects get added to your company's sales platform. 

Fortunately, these Zaps can help you streamline the whole process—ensuring your audience and sales team always get the information they need. 

Answer questions from new inbound emails with My AskAI

Answer questions from new inbound emails with My AskAI
  • Email by Zapier logo
  • My AskAI logo
  • Email by Zapier logo
Email by Zapier + My AskAI

Send prompts in Chatbase for new chat messages in Microsoft Teams

Send prompts in Chatbase for new chat messages in Microsoft Teams
  • Microsoft Teams logo
  • Chatbase logo
Microsoft Teams + Chatbase

Send emails for new ChatBot messages

Send emails for new ChatBot messages
  • ChatBot logo
  • Email by Zapier logo
ChatBot + Email by Zapier

Create new Salesforce leads from new ChatBot messages

Create new Salesforce leads from new ChatBot messages
  • ChatBot logo
  • Salesforce logo
ChatBot + Salesforce

Learn more: Read our in-depth tutorial on how to use OpenAI to add acceptance criteria to product issues

Streamline your work life with AI

You owe it to yourself—and your team—to not get bogged down by admin. 

The combination of AI and Zapier can help you focus on your most important work and let AI do what it's meant to do: support humans. 

Related reading:

  • How to use OpenAI's GPT-3 to spark content ideas

  • Generate email summaries with AI and Zapier

  • Create an AI writing coach

  • Automate knowledge management with Mem

  • The best AI sales assistants

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'