Task Automation with Python

Description

The course is a hands-on, in-depth program designed specifically for seasoned programming professionals eager to harness the power of low-code and no-code automation. You’ll start by mastering the fundamentals of Zapier—building and customizing Zaps, Tables, and Interfaces—and quickly move on to authoring bespoke Zap actions in Python. Along the way, you’ll pick up best practices for creating, testing, and debugging Zaps, as well as techniques for persisting data in Zapier Tables and capturing inputs via Zapier Interfaces. We’ll then explore how to seamlessly integrate third-party services and supercharge your automations with OpenAI’s Generative AI models across Zapier’s UI, CLI, and developer platform. You’ll dive into the Platform UI and CLI to develop private, custom Python app integrations, internalize the three core concepts of Zapier integrations, and learn how to embed OpenAI’s AI capabilities within your own Python-based extensions. The course wraps up with concrete, real-world examples that showcase the transformative impact of combining Zapier, Python, and OpenAI in production environments.

Objectives

• Explore Low-Code and No-Code Task Automation using Zapier
• Learn about Zaps, Tables, and Interfaces
• Create useful Zaps for Automating Common Tasks
• Program Custom Zap Actions with Python
• Tips and Tricks for Creating, Testing, and Debugging Zaps
• Store and Retrieve Data in Zapier Tables
• Build Web Pages to Capture Data with Zapier Interfaces
• Connect Third-Party Services to Zapier
• Leverage OpenAI's Generative AI Models in Zapier's various products and services
• Utilize the Platform UI and Platform CLI to create a Private Integration
• Create a Custom Python App Integration with Zapier
• Understand the Three Core Concepts of Zapier Integrations
• Employ OpenAI's Generative AI Models in Custom Python Zapier Integrations
• Real World Examples of employing Zapier, Python, and OpenAI

Duration

32 hours of intensive training with live instruction. This course may be delivered over one or two weeks to accommodate varied scheduling needs.

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Task Automation

• What is Task Automation?
• What are Low-Code and No-Code solutions?
• Automate Tasks with Connected Web-based Services

Zapier

• What is Zapier?
• How does Zapier Automate Tasks?
• Zapier Services
• Low-Code and No-Code Solutions with Zapier
• Manage Connected Apps

Zapier Tables

• What is a Zapier Table?
• Pricing
• Manage Tables
• Define Table Columns
• Manage Table Data
• Export Table Data to CSV
• Filtering a Table
• Hiding Fields

Zapier Interfaces Overview

• What are Zapier Interfaces?
• Pricing
• Manage Interfaces
• Configure an Interface
• Users and Limiting Access
• Themes, Branding, and Custom Domain
• Navigation
• Tracking with Google Analytics

Create Zapier Interfaces

• Managing Pages
• Add Components to Pages
• Connect to Zaps
• Connect to Tables
• Debugging Issues

Zaps

• What is a Zap?
• Pricing
• Using AI to Create Zaps
• Manage Zaps
• Organize Zap Folders
• Zap Metadata
• Zap Notes

Zap Triggers

• What is a Trigger?
• Schedule Trigger
• Webhooks Trigger
• Tables Trigger
• Interfaces Trigger
• Third-Party Triggers

Running Zaps

• Testing Actions
• View Run History
• Techniques for Debugging
• Debugging Python Code Actions

Built-In Zap Actions

• Load Shared Values
• Incorporate Custom Python Code
• Paths to Conditionally Execute Branches of Actions
• Add/Update/Remove Data from Tables
• Filter Data to Control Task Execution
• Format Incoming Data
• Delay Task
• Send Emails
• Other Zapier Actions

Generative AI Chatbots

• What are AI Chatbots?
• Pricing
• Configure Chatbots
• Define Directives to Control AI Interaction
• Include your data to improve the AI Chatbot
• Run Zaps from the AI Chatbot
• Customize the Appearance

Real World Examples

• Lead Generation
• Customized AI-Powered Chatbots
• Incident Report

Integrate with Third Party Apps

• GitHub
• MoonClerk
• TypeForm
• SendGrid
• Slack
• Monday
• Azure
• Azure DevOps
• Other Third Party Apps

Custom Zapier Integrations with Python

• What is a Custom Integration?
• Three Core Concepts: Authentication, Trigger, and Actions
• Public vs. Private Integration
• Platform UI vs Platform CLI
• Zapier Platform V3
• Must-Have Triggers and Actions
• Platform UI Demo

Zapier Integration Structure

• Dashboard
• Build
• Manage
• Embed (Public Integrations Only)

Zapier Platform CLI

• Install the Zapier Platform CLI
• Create a New Integration
• Test the Integration
• Deploy the Integration
• Publish the Integration
• Use JavaScript to define the App Integration
• Call a Python API from the App Integration

Prerequisites

• Basic understanding of Python programming.
• Familiarity with command-line interfaces (CLI).
• Basic knowledge of web services and APIs.

Training Materials

All students receive comprehensive courseware covering all topics in the course. The instructor distributes courseware via GitHub. The courseware includes documentation and extensive code samples. Students practice the topics covered through challenging hands-on lab exercises. Students will need a free, personal GitHub account to access the courseware. All students will need a modern web browser such as Google Chrome. The instructor will provide Zapier accounts for the students. Student machines will need a text editor, such as VS Code, the latest LTS version of Node.js, and the latest Python version. Students will need permission to install NPM packages and PyPi packages. Preconfigured student virtual machines can provided upon request.