ChatGPT plus Zapier make for a powerful combination when it comes to workflow integration. Using this configuration, you can send data back and forth among different systems. Goodbye, duplicate data entry and other menial tasks!

There are at least 3 major ways to use OpenAI and ChatGPT with Zapier, and we’ll show you those in the class, along with several use cases. First, we’ll go over the one-time setup required for the ChatGPT and Zapier integration, which involves your OpenAI account.

Using ChatGPT in a zap in Zapier can be a bit confusing at first, so we’ll break down the required fields for a couple of actions and show you how to set up a zap using ChatGPT.  We’ll cover ChatGPT actions which don’t require zaps. And we’ll briefly mention the possibilities of using the OpenAI API. No coding required, but decent tech skills are a plus to get the most out of this course.

After completing this course, you’ll be able to:

• Learn what Zapier is and how it can streamline your workflow
• Define several technical terms to make sure everyone is up to speed
• Name the steps to connect Zapier and ChatGPT
• Name the steps to set up a zap using an accounting task example
• Understand and use Zapier AI actions (alpha) using ChatGPT
• List several use cases for implementing the ChatGPT / Zapier integration
• See where to get the list of triggers, actions, and examples of any app in Zapier
• Briefly name one opportunity using the OpenAI API

Note: You do not need any paid accounts to attend this course, but you will need a paid OpenAI account (for zaps, not for certain types of actions), a paid ChatGPT account, and a paid Zapier account to implement any of the things we cover.

Presenter: Sandi Leyva

Sandi Leyva, CPA, CMA, MBA, and founder of Accountant’s Accelerator, has helped thousands of accounting professionals earn more, work less, and serve their clients better through her innovative training, and coaching services.

Author of 30 books and hundreds of CPE courses on technology, practice management, and marketing, Sandi has won 12 awards for her thought leadership, including Top 25 Most Powerful Women in Accounting by CPA Practice Advisor, a Stevie Award for “Maverick of the Year,” and 2017 Top 50 Women in Accounting by Practice Ignition.

Sandi’s business experience includes management time at two Fortune 500 companies, including spending a decade in IT departments, and serial entrepreneurship including running her CPA firm. She has served on several AICPA committees and volunteered on four continents.

Sandi’s degrees are in accounting, information technology, and neuroscience. One of the few women in the world who has copiloted a single-engine airplane around the world, Sandi has also backpacked alone around the world and visited over 100 countries.

Host: Rick Telberg

• Founder and CEO CPA Trendlines, Bay Street Group
• Accounting Today Top 100
• CPA Practice Advisor Top 25

Host: Sandi Leyva

• Founder Accountant’s Accelerator, Leyva Learning LLC
• CPA Practice Advisor Top 25
• Most Powerful Women in Accounting