Automate Repetitive Tasks with Zapier: A Beginner's Tutorial for VAs

Zapier connects apps to automate repetitive tasks. This beginner's guide covers three practical automations a VA can set up quickly.

Example Zaps

1. New form submission → Create Trello/Asana task + Slack notification.
2. New lead in CRM → Add to email list and notify sales channel.
3. New customer order → Append row in Google Sheets + send confirmation email.

Steps to Build a Zap

1. Choose trigger app and event.
2. Connect account and test trigger.
3. Choose action app and map fields.
4. Test action and enable Zap.

Best Practices

• Use filters and conditions to avoid noise.
• Name Zaps clearly and document purpose.
• Monitor Zap run history for errors.
• Keep automations minimal and maintainable.

Automation reduces manual handoffs and speeds execution. Want starter Zap templates exported for your team? I can add JSON exports to the repo.