Role-Based Programme
RB0793

Zapier for Product & Service Management

Automate Product Workflows, Customer Insights & Service Operations

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in using Zapier to automate product and service-management workflows across connected applications.
  • Automate product requests, customer-feedback processing, task creation, stakeholder updates, and recurring product-operations activities.
  • Apply filters, paths, loops, webhooks, and Tables to create structured multi-step workflows.
  • Use AI by Zapier and Zapier Agents for classification, summarisation, extraction, and product-workflow assistance.
  • Apply human review, data validation, permissions, and governance to AI-assisted product and service automation.

Tools covered

Zap WorkflowsTriggers & ActionsFiltersPathsLoopsWebhooksSchedulingZapier TablesAI by ZapierZapier AgentsHuman-in-the-Loop ControlsZapier MCP Concepts

Who should attend

  • Product Managers
  • Product Owners
  • Technical Product Managers
  • Digital Product Managers
  • Product Operations Professionals
  • Service Managers
  • Product Analysts
  • Business Analysts
  • Customer Experience Managers
  • Service Design Professionals
  • Product Strategy Professionals
  • Product & Engineering Leads

Prerequisites & Participant Readiness

  • Basic understanding of product or service-management activities
  • Familiarity with customer feedback, product requests, requirements, or backlog processes
  • Basic awareness of CRM, support, project-management, or collaboration applications
  • No programming expertise required
  • Basic understanding of workflow logic is helpful
  • No previous Zapier experience required

TOC Modules

Concepts
  • Understanding triggers, actions, Zap workflows, and automated process execution
  • Identifying automation opportunities across product discovery, delivery, service, and product operations
  • Understanding deterministic workflow automation versus AI-assisted activities
  • Recognising product decisions that should remain human-led
Practical activities
  • Exploring Zapier through a sample product-management workflow
  • Building a basic Trigger → Action → Notification Zap
  • Reviewing workflow execution and transferred information

Scenarios

Customer Feedback to Product Review

Customer Feedback → Zapier → AI Classification & Summary → Zapier Tables → Product Theme → Product Manager Review → Approved Product Request → Team Notification

Participants automate the collection and initial processing of customer feedback while keeping interpretation, prioritisation, and roadmap decisions with product professionals.

Product Request to Delivery Coordination

Product Request → Zapier → Validation → Priority & Routing → Product / Project System → Owner Task → Scheduled Follow-Up → Exception Escalation → Status Update

Participants build a connected workflow that reduces manual coordination from request intake through ownership, follow-up, and delivery visibility.

*Current Zapier capabilities supporting this programme include multi-step Zap workflows with filters, paths, loops, webhooks and scheduling, Zapier Tables, AI-powered workflow steps, Agents, MCP, and human-review controls.*

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