Automation - Solving Complex Workplace Challenges with Zapier and AI

OBJECTIVES

This webinar is designed for accountants who are already familiar with no-code automation with Zapier and are ready to take their skills to the next level. We’ll dive into building advanced multi-step Zaps, integrating AI tools, and solving more complex workflow challenges—turning automation into a true productivity multiplier across your practice.

KEY TOPICS

• Advanced Zapier techniques: filters, paths, webhooks, and multi-step logic
• Integrating AI tools like ChatGPT and document parsers into your automations
• Building client-facing automations and AI agents (e.g. onboarding, data collection, reporting)
• How to troubleshoot and scale your automations reliably
• Real-world examples of high-impact automations in accounting workflows

WHO SHOULD ATTEND

Partners and those in operational roles in the practice will benefit from understanding how to increase productivity in their teams. Proactive tech-savvy team members will also benefit.