Use the power of AI to generate Zaps (Beta)

Beta

This feature is in open beta. It’s available for use but still in active development and may change.

Copilot is an AI-powered chatbot that you can use to help you create and edit a Zap. Describe the workflow you want and Copilot will create a basic outline of a trigger and one or more actions.then help you configure, test, and refine each step. You can use Copilot to:

• Build a Zap outline for you.
• Build your Zap one step at a time by continuing to prompt it to add new steps.
• Add or replace steps in your Zap.
• Edit previously published Zaps.
• Suggesting values for fields in a step.
• Explain what the fields you see in a step do.

You can also find Copilot on your home page. It will provide you with a basic outline to get started. When you click Try it, you’ll be redirected to the Zap editor for the full building experience.

1. Generate a Zap outline

To begin:

• In a new Zap, at the top of the Zap editor, describe your desired workflow in the Copilot prompt box.
• Click the send icon .
  • This will expand the Copilot dialog box.
• In the chat window, Copilot will suggest a workflow outline.
  • To accept a step, click the plus icon next to the step.
    • If you already have existing steps in your Zap, the numbered step in Copilot will replace the same numbered step in your existing Zap.
    • When you accept one or more steps, Copilot will automatically rename your Zap with a descriptive title if it does not already have a name.
  • To select all steps, click Add all steps to Zap.
  • If you want Copilot to suggest a new workflow, click Replace all steps to Zap.

Tip

• Describe your workflow using plain language like “When X happens, do Y, then do Z.” You do not need to use technical language. 
• If you know which apps, triggers, or actions you want to use, include those in your prompt for better results.

2. Set up your steps

• Copilot will prompt you to finish setting up each step. With your confirmation, it can:
  • Auto-select a connected app account if one already exists for the app used in a step.
  • Fill out required fields.
  • Prompt you to test each step after your review.
• To refine your workflow, continue chatting with Copilot in the prompt box at the bottom of the sidebar.
  • Copilot will suggest new or additional steps or prompt you to provide more clarifying information first.
  • Click the replace step icon to accept a step.
• To start over, click the clear chat icon .
• To rate the helpfulness of Copilot’s response:
  • Click the thumbs up icon to give positive feedback.
  • Click the thumbs down icon to give negative feedback.

You can reopen Copilot at any time by clicking the Copilot icon in the bottom of the left sidebar. When you're done, click Publish in the top right corner to turn your Zap on.

Example

You can enter prompts like:

• When a customer makes a payment in Quickbooks, find the customer's open deal in Hubspot, then mark it as closed.
• If someone posts in Discord, send me a notification in Slack.
• New Google Sheets row > Send Gmail email.

Limitations

• Zaps are limited to 100 steps, including all steps within paths.
  • If you need more than 100 steps, you can separate your Zap into multiple Zaps.
  • During a free trial, only the first 30 steps of a Zap will run.
• Each action step has a limit of 1,000 fields.
  • This includes fields like Name and Email Address that are standard in your app and custom fields that you create in your app.
• If you're a member of a Zapier Enterprise account and your account admins or owners enabled publishing restrictions, you must request their approval before the Zap can be published.

• Copilot will auto-select app connections for you based on the following logic, in descending order: 
  • Any app connection that matches the email address associated with your Zapier account.
  • Your most commonly used app connection if you have more than one for an app.
  • Any app connection that you have access to.
  • If no app connection matches any of the above, Copilot will prompt you to connect your app account.