zapier

Turn a company meeting or event recording into a short, approved, postable clip.

Draft customer stories from approved transcripts, notes, briefs, quotes, and proof points. Use for narrative customer stories, campaign stories, and metric-forward customer story pages.

Find approved customer proof for campaigns, pages, decks, emails, and sales conversations. Use when a team needs relevant case studies, quotes, stats, slides, logos, or peer examples.

Resolve the right account owner for a lead using contact, company, and deal ownership evidence.

Audit inbound lead handling and map the customer experience from source event to follow-up outcome.

Audit lead handling quality across GTM systems and identify missed or low-quality follow-up.

Help non-designers evaluate work against brand guidelines and know what to fix.

Build sourced campaign retrospectives from goals, launch context, performance data, team feedback, and follow-up actions.

Set up Zapier MCP and add tools to your AI assistant. Introduces what Zapier can do, walks through authentication, detects your server mode, then branches into the right flow — summary for healthy setups, reconnect for broken auth, onboarding for fresh installs, or config help when the server is missing. Use when getting started, troubleshooting connection issues, adding new tools, or when the user asks "what can I do now", "what can I do with Zapier", "show me how the Zapier plugin works", "what is Zapier MCP", "how does Zapier work", or "tell me about Zapier".

Generate a personalized AI skill based on your configured Zapier MCP tools. Scans your enabled actions and creates instructions that help your AI assistant know when and how to use each tool. Use after setting up tools, or when you want to "create my tools profile", "personalize my assistant", or "make a skill from my tools".

Check the health of your Zapier MCP setup. Three modes — health check (dashboard view), audit (find waste and duplicates), diagnose (systematic troubleshooting). Use when asking "is my MCP working?", "check my tools", "audit my setup", "what's broken?", or "zapier status".

Zapier SDK for TypeScript. Use for connecting to 9,000+ apps, running actions, managing connections, and making authenticated API requests through Zapier's infrastructure. Triggers: "zapier sdk", "zapier api", "connect to app", "send slack message from code", "integrate with third-party api", "run zapier action", "zapier connection", "zapier tables".