Instant Capture
Convert incoming messages to actionable tasks automatically, eliminating manual entry and missed requests.
- Workflow Automation
- AI Workflow Management
AI Workflow Management
AI Workflow Management automates the capture of requests from emails, chats, and other channels, instantly turning them into structured tasks. It then enriches those tasks with relevant client data and keeps your project tools updated as work progresses. Zapier’s AI ensures nothing slips through the cracks, giving you real-time visibility and smoother project delivery.
Context Sync
Auto-pull and append client details to each task so teams always work with the latest information.
Live Updates
Trigger status changes and data pushes on task completion to keep every stakeholder and system current.
