Copilot at Zapier

Job title: Copilot at Zapier

What is Copilot? Copilot is an AI-powered assistant that helps you brainstorm, build, configure, and maintain systems across Zapier's entire ecosystem—Zaps, Forms, Tables, Agents, and Chatbots. It can even create visual diagrams in Canvas before you commit to building any one system. You'll find Copilot on the home page when you log in to Zapier and also embedded directly in all of Zapier's products. Simply describe your ideas to Copilot using everyday language, and it'll respond with exactly what you need. That might be a system, suggestions for prompts, explanations of confusing fields, or guidance for troubleshooting. You can even attach images or sketches in the chat box, and Copilot will transform them into functional systems.

At its core, Copilot will help you find the solution to your unique business problem, then build it.

Key features of Copilot include:

• Cross-product expertise: Ask how Zapier products work or have Copilot set up systems across the entire platform.
• AI-powered building: Create drafts from simple prompts—no technical jargon required—and decide whether to build systems automatically or have Copilot ask you for confirmation beforehand.
• Smart recommendations: Explain your ideal outcome, and get suggestions for the right products, built-in tools, triggers, and actions. Copilot can even suggest relevant blog posts or pre-built templates from our vast library.
• Seamless handoffs: Be automatically redirected to the correct editors when your workflow spans multiple products. For example, if you're in the Zap editor, it can send you to Zapier Forms to set up a form with the single click of a button.
• Voice interaction: Click the microphone icon in the chat window to dictate your thoughts to Copilot—great if you're on the go or when you find it easier to describe your system out loud.
• Guided setup: Have Copilot walk you through complex configurations step by step, with explanations at every checkpoint.
• Continuous refinement: Keep the conversation going to add as many steps as you need, replace components, or fine-tune your system until it's exactly right.

What you can do with Copilot Copilot takes your basic ideas and turns them into fully fleshed-out plans. Here's what it can help you build:

• Zaps: Creates complete automated workflows from simple descriptions, then refines them by adding additional steps, configuring field mappings, or setting up authentication. Copilot can insert built-in tools like filters and paths for conditional logic, troubleshoot issues when things aren't working, or simply give you automation best practices without building anything at all.
• Canvas: Designs workflow layouts, organizes components logically, and creates comprehensive process maps that clearly show how data flows between your systems.
• Tables: Builds tailored databases by creating fields, adding sample data, and setting up filtered views to organize records. Ask Copilot to give you suggestions for Zaps that can connect your tables to broader workflows and keep your data connected.
• Forms: Designs complete, customized forms from scratch that can instantly flow into tables and trigger workflows. Ask Copilot for help with layout optimization and connecting your form to underlying Zaps and tables for seamless functionality.
• Agents: Creates AI-powered agents for complex, multi-step processes. You can configure agent behaviors, set up calls to other agents, and fine-tune prompts in targeted ways that preserve what's already working while improving weak spots.
• Chatbots: Builds chatbots and customize every detail—from greeting messages and appearance to specific actions and AI model selection.
• Custom Actions: When an existing integration doesn't have an action you need, just describe your desired outcome to Copilot. It'll take care of the technical work of building that action, including finding the right API endpoints and generating code.