Use AI by Zapier to analyze and return data

AI by Zapier is a built-in tool that lets you create your own action in a Zap, powered by popular AI models. You can connect your own account from one of the available providers or use a built-in connection. 

AI by Zapier's Analyze and Return Data action event lets you extract data, analyze information, and generate content by either:

• Using the prompt assistant to create a prompt.
• Selecting a template for common tasks.
• Copying an existing prompt.

Overview

There are three main fields:

• Prompt: describe what you want the action to do.
• Input fields: fields that provide additional context to your prompt.
  • You can enter a static value or map a field from a previous step.
• Output fields: fields that the action should create.
  • You can map output fields to subsequent steps in your Zap.
  • Output fields help structure the result of your AI by Zapier step.

Supported AI providers:

• OpenAI
• Anthropic
• Google Gemini
• Azure OpenAI

Note

You can only use models that your account admins or owner have allowed or have not restricted. Learn more about managing access to apps.

1. Add an AI by Zapier step

• In your Zap, click to add an action step. A dialog box will open.
• In the search box, search for and select AI by Zapier. The right sidebar will expand into the prompt builder mode.

2. Select a model

• Click the Model field. A dropdown menu will open.
• Select the AI provider you want to use in your prompt. It will expand to display all available models.
• Select a model.
  • Models that display a Zap icon have a built-in connection that you can use or you can connect your own account.
  • To use any other models, you must connect your own provider account.

4. Preview your data output

On the right side:

• Click Generate preview.
• Review the content and edit the input fields, prompt, or output fields as needed.
• In the Is this your expected output? field, you can provide feedback about your prompt by clicking either:
  • Thumbs up : you're satisfied with the output.
  • Thumbs down : you need to adjust the output. A new text field will appear below. Describe what needs improvement, then click Submit to revise prompt. AI by Zapier will update your prompt and output fields and highlight the changes.
  • After you review the changes, click:
    • Yes: to implement the highlighted changes.
    • No: to discard all changes.
  • Click Publish or add more action steps.

Available knowledge sources

Limitations

• AI by Zapier does not learn from previous actions. Each time an AI by Zapier action runs, the AI knowledge is reset to its initial state.
• AI by Zapier uses large language models (LLMs) from Zapier’s AI Functionality Subprocessors. Your AI by Zapier step may fail if its content violates the subprocessors’ usage policies.
• AI by Zapier cannot search and extract information from websites or any URLs.
• You can include up to 20 knowledge sources in each AI by Zapier step.
• Knowledge sources are stored in your Zapier account until you delete the specific content or entire Zap from within the product.
• When using image analysis, ensure your image URL is directly accessible. For Dropbox files, use the "Direct File link" rather than the "Share Link" to ensure AI by Zapier can properly access and analyze the image.