Use AI in Zaps to analyze and parse your text

With AI by Zapier, you can use artificial intelligence to analyze and parse your text.

actionEdit icon Example

You can use AI by Zapier to do things like:

  • Parse new email leads.
  • Route incoming messages to the right team.
  • Analyze customer reviews for positive or negative sentiment.
  • Identify spam content.
  • Extract specialized information from freeform content.
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AI by Zapier is a beta app and still in testing. If you would like to request a new feature or report a bug, please contact Zapier support.

1. Use AI by Zapier to parse leads

Use the Parse Lead from Freeform Text to extract lead data for use in later Zap steps.

  • In the Zap editor, click the Action step, or click the plus + icon to add an action to your Zap.
  • Select AI by Zapier.
  • Click the Event dropdown menu and select Parse Lead from Freeform Text.
  • Click Continue.
  • In the Set up action section, click the Freeform Text Input field and select a field from a previous step to parse.
  • Click Continue.
  • In the Test action section, click Test & Review. If the action is successful, the lead data will be extracted into separate fields.
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Parse Lead from Freeform Text will extract the following fields:

  • First name
  • Middle name
  • Last name
  • Phone number
  • Address line
  • City
  • State
  • Zip code
  • Email

If no value is present for a field, AI by Zapier will return a null value.

2. Use AI by Zapier to route messages

Use the Smart Message Router action to determine where to send your messages. This action returns the name of the route for use in later Zap steps.

  • In the Zap editor, click the Action step, or click the plus + icon to add an action to your Zap.
  • Select AI by Zapier.
  • Click the Event dropdown menu and select Smart Message Router.
  • Click Continue.
  • In the Set up action section, click the Message field and select a field from a previous step to route.
  • In the Routes section:
    • List your routes in the first column.
    • Add words and phrases in the second column to describe each route.
  • Click Continue.
  • In the Test action section, click Test & Review. If the action is successful, the correct route will be returned.
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If your input data doesn’t exactly match the route descriptions, AI by Zapier will determine which route is most appropriate. For example, a Zap was set up with the following routes:

  • Support
  • EPD
  • Marketing
  • Accounting
  • Research

The Zap received this input data: “Need some numbers around the increase in sales”. From this, AI by Zapier determined that “Accounting” was the appropriate route.

View of _Set up action_ section with routes, including “Support”, “EPD”, “Marketing”, “Accounting”, and “Research”, as well as route descriptions.

3. Use AI by Zapier to parse any text

Use the Parse Any Data from Freeform Text action to parse any text input. Enter custom examples to train the AI to return the data you need to use in later Zap steps.

  • In the Zap editor, click the Action step, or click the plus + icon to add an action to your Zap.
  • Select AI by Zapier.
  • Click the Event dropdown menu and select Parse Any Data from Freeform Text.
  • Click Continue.
  • In the Set up action section, click the Freeform Text Input field and select a field from a previous step to parse.
  • Set up your examples:
    • In the (Example) Freeform Text field, enter example text that might be received from the Freeform Text Input field.
    • In the first column of the (Example) Expected Data field, enter a word or phrase that describes what you want the AI to parse.
    • In the second column of the (Example) Expected Data field, enter word or phrase that the AI should output.
    • Add any additional items in the (Example) Expected Data field to parse.
  • Click Continue.
  • In the Test action section, click Test & Review. If the action is successful, the correct route will be returned.
actionEdit icon Example

In this example, AI by Zapier will analyze the input text for:

  • “Customer sentiment”, like whether it’s a positive sentiment or negative sentiment.
  • “Needs reply”, whether a reply is needed to this customer.

Example of Freeform Text inputs and examples of “customer sentiment” and “needs reply” to parse for.

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To produce the correct response, you may need to add additional examples to train the AI to produce the correct response. Re-test each time an example is added to test the response.

4. AI by Zapier limits

  • You can enter up to 5 examples per action.
    • You can enter approximately 750 characters per example.
  • You can enter approximately 1500 words for all data inputs and outputs combined.
  • AI by Zapier doesn’t store data from previous actions to learn from. Each time an AI by Zapier action runs, the AI is reset to a blank state.

For more details, read our Announcing AI by Zapier Beta Launch post.

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