Get started with Zapier's AI workspace

Zapier's AI workspace is a single place to get work done across all the apps you use. Describe what you need and the workspace will complete it: update a ticket, send a message, pull data, or draft a doc. It can connect to thousands of apps through Zapier, remember what you've told it across conversations, and keeps working in the background even when you're not there.

This article walks you through setting up your workspace and getting your first results.

Before you begin

To use the AI workspace, you need:

• A Zapier account on any plan.
• Accounts on one or more apps you'd like the workspace to connect to (for example, Google Calendar, Slack, or Jira).

Access your workspace

1. Log in to your Zapier account.
2. In the left sidebar, click AI workspace. You'll be directed to your personal space.

This area is where you'll find all your conversations, files, and preferences.

Connect your apps

Connect more apps to expand what the workspace can do for you. You can connect apps in two ways:

• During a conversation: Ask the workspace to do something with an app (for example, "What's on my calendar today?"). If the app is not connected yet, you'll be asked to authorize it.
• From your connections page: Go to the App Connections page to connect apps ahead of time. Learn how to connect your apps.

Have your first conversation

To start a conversation:

1. From your personal space, click New chat in the left sidebar.
2. Type your request in the message field.
3. Click the Submit button or press Enter on your keyboard.

The workspace will figure out which apps and actions are needed to fulfill your request. If it needs more information, it'll ask.

Here are some things to try:

What you type	What happens
"What meetings do I have tomorrow?"	Pulls your calendar and summarizes your schedule.
"Draft a Slack message to #marketing about the campaign launch."	Writes a message and asks you to confirm before sending.
"Find my open Jira tickets and list them by priority."	Searches Jira and returns a formatted list.
"Summarize the last 3 emails from Alex."	Reads your inbox and gives you the key points.

Save and organize your work

Your workspace stores conversations, notes, and documents so it can reference past work without you re-explaining context. You can keep files private in your personal space or share them with your team in shared spaces.

To access your spaces, click Knowledge in the left sidebar. This opens a panel where you can browse your personal files and any shared spaces you belong to.

Your personal space

Your personal space is private. Only you and your workspace can access it. This is where you'll find:

• Notes and summaries the workspace creates for you.
• Documents you ask it to draft.
• Reference files you upload or create.

You can also organize files into folders, just like a regular file system.

Shared spaces

If you're on a Team or Enterprise Zapier account, you can create shared spaces. Everyone in a shared space (and their workspace) can use the same documents and context.

To create a shared space:

1. In the left sidebar, click Knowledge.
2. In the Shared spaces section, click +, then click Create Space.
3. Enter a Name for your space and an optional Description.
4. Select an Access level:
   • Open: Anyone in the company can join.
   • Invite Only: People must be invited to join.
   • Private: Only invited people can see this space exists.
5. Click Next to continue to the Members step.
6. Search for team members or teams to add and assign their roles:
   • Viewer: Can view content.
   • Editor: Can view and edit content.
   • Owner: Full access including permissions.
7. Click Done to finish setting up your shared space.

Set up work that runs without you

AI Workspaces do not stop when you close the tab. You can set up automations, which are background tasks that run on a schedule or in response to specific events.

Examples:

• "Every weekday at 8 AM, check my calendar and post my schedule to #standup in Slack."
• "Whenever a new lead comes in from HubSpot, add it to the Google spreadsheet and notify the sales channel."
• "Every Friday, summarize this week's Jira activity and save it to my workspace."

To create an automation, describe what you want in a conversation. The workspace will propose the automation and ask you to confirm before activating it. Once confirmed, it runs in the background on the schedule you set.

To view and manage your automations:

1. In the left sidebar, click Toolkit.
2. Click Automations.

From here, you can see all your automations, filter the list, and check their status (active or inactive).

Pause an automation

To pause an automation without deleting it:

1. In the left sidebar, click Toolkit.
2. Click Automations.
3. Click the automation name to expand it.
4. Click the Published dropdown.
5. Select Not published.

The automation will now show an Inactive label and will not run until you publish it again.

Teach it how you work

The longer you use the workspace, the less you need to explain. Part of this happens automatically because it remembers your conversations and files. But you can also explicitly teach it by creating skills.

A skill is a set of reusable instructions for a specific task. For example:

• How you like your weekly update formatted.
• The steps for triaging a support ticket.
• Your team's tone of voice for customer emails.

To create a skill, you can ask the workspace in a conversation: "Save this as a skill so you remember it next time." Once saved, the skill applies to future conversations automatically.

What to expect over time

The workspace gets more useful the longer you use it:

• First use: You'll connect your apps and try a few requests. The workspace can already act across your tools, but it does not know your preferences yet.
• After a week: If you create automations or chat regularly, it'll learn your patterns, including which tools you use most, how you like things formatted, and what context matters. Requests that you would have to explain before now work right away.
• After a month: It knows your projects, your team's processes, and your priorities. You can ask high-level questions ("What's the status of Project X?") and get answers drawn from across your tools and past conversations.

This happens through a combination of your conversation history, the files in your workspace, and any skills you've created.

Next steps

• Find guides for other Zapier AI products.