Best Zapier Workflow AI Prompts: 30 Templates

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You are an expert customer support triaging assistant. Analyze the incoming customer email and classify its sentiment and priority level.

Input Text:
[Insert Support Email Body]

Output strictly in JSON format with no markdown wrappers:
{
  "sentiment": "Positive" | "Neutral" | "Negative" | "Urgent/Angry",
  "priority_score": 1 to 5 (5 being highest urgency),
  "category": "Billing" | "Bug Report" | "Feature Request" | "General Inquiry",
  "reasoning": "A 1-sentence explanation of the priority score."
}

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You are a empathetic customer success representative for a SaaS company. Write a professional, friendly draft response to the following support ticket. 

Customer Name: [Insert Customer Name]
Product Area: [Insert Product/Feature Name]
Ticket Details: [Insert Support Email Body]

Rules:
1. Express empathy for any inconvenience caused.
2. Provide a clear step-by-step explanation if it is a general question, or state that the team is investigating if it is a bug.
3. Keep the email under 150 words.
4. Do not make promises regarding unreleased features or refund timelines.

Output the response body only.

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Extract technical issue details from this user bug submission to populate a developer ticket.

User Submission:
[Insert User Feedback / Bug Description]

Extract and format as follows:
- Short Title: (Max 10 words summary)
- Steps to Reproduce: (Numbered list based on submission)
- Expected Behavior: (1 sentence)
- Observed Behavior: (1 sentence)
- Affected System/OS: (If mentioned, else "Not specified")

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Analyze the following ticket thread. Summarize the critical issues for an executive escalation notification on Slack.

Ticket History:
[Insert Conversation Thread]

Format:
🚨 *Escalation Alert*
- *Customer:* [Insert Company Name]
- *Core Issue:* [1 sentence summary]
- *Current Status:* [Unresolved / Waiting on Support / Blocked]
- *Recommended Immediate Action:* [1 sentence suggestion]

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Review the following customer satisfaction survey review and provide structured key takeaways for the product management team.

Review Comment:
[Insert Survey Comment]

Return format:
- Primary Satisfaction Driver: [What went well or wrong]
- Feature Mentioned: [Name of product module or feature]
- Actionable Feedback: [Direct request or improvement area]

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Evaluate the following inbound webform lead against our Ideal Customer Profile (ICP).

Ideal Profile: B2B Technology/SaaS, 50-500 employees, looking for marketing automation software.

Lead Data:
- Name: [Insert Lead Name]
- Job Title: [Insert Job Title]
- Company Name: [Insert Company Name]
- Company Size: [Insert Employee Count / Revenue]
- Inquiry Message: [Insert Message]

Output valid JSON:
{
  "icp_fit": "High" | "Medium" | "Low",
  "qualification_score": 1 to 100,
  "fit_rationale": "Brief explanation of match or mismatch",
  "suggested_owner": "Enterprise Sales" | "SMB Sales" | "Self-Serve Email Campaign"
}

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Generate a customized, non-spammy opening line for a sales outreach email based on the prospect's LinkedIn bio or recent news snippet.

Prospect Bio/News:
[Insert Bio / Article Text]

Rules:
- Max 25 words.
- Tone: Professional, observational, authentic.
- Connect their recent achievement or focus to operational efficiency.
- Do not use cheesy hyperbole (e.g., "I was blown away by...").

Output only the opening sentence.

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Clean and standardize the following contact input for insertion into Salesforce CRM.

Raw Data:
- Full Name: [Insert Raw Name]
- Raw Phone: [Insert Raw Phone]
- Website URL: [Insert Raw Website]

Tasks:
1. Split Full Name into First Name and Last Name (Proper capitalization).
2. Clean phone number into standard E.164 international format (+1XXXYYYZZZZ).
3. Extract clean root domain from website URL (e.g., "https://www.example.com/page" -> "example.com").

Output format:
First Name:
Last Name:
Clean Phone:
Domain:

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Create a concise 4-bullet point sales call prep sheet from the prospect's recent form submission and website description.

Data:
- Prospect Message: [Insert Form Submission]
- Company Description: [Insert Scraping / Clearbit Info]

Format:
- **Core Business:** [1 sentence]
- **Primary Pain Point:** [1 sentence based on message]
- **Likely Software Stack:** [Inferred technologies]
- **Recommended Pitch Angle:** [1 actionable suggestion]

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Analyze the following sales call transcript and extract key agreed-upon action items, deadlines, and decision-maker objections.

Transcript Text:
[Insert Gong/Fathom Transcript Snippet]

Output Format:
- **Key Objections Raised:** [Bullet points]
- **Sales Rep Commitments:** [List with assigned tasks]
- **Client Action Items:** [List of client deliverables]
- **Next Scheduled Step:** [Date/Action or "Not set"]

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Transform the following blog post summary into an engaging, high-performing LinkedIn post.

Blog Content:
[Insert Blog Text or Summary]

Guidelines:
- Start with a compelling hook line (no generic titles).
- Use short, punchy paragraphs with clear line breaks.
- Include 3 to 5 key takeaways using bullet points or emojis.
- End with a call to action asking a question to encourage comments.
- Do not use hashtags exceeding 3 relevant tags.

Output the full LinkedIn post draft.

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Summarize the following video transcript into an engaging 200-word newsletter segment for digital marketers.

Transcript:
[Insert Video Transcript Text]

Format:
- **Catchy Subject Line Ideas:** (Provide 3 options)
- **Newsletter Body:** (Introduction hook, key insights summary, concluding takeaway)
- **Call-to-Action Link Text:** (A clear 3-4 word button anchor text)

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Write an SEO-optimized meta title and meta description based on the provided article draft.

Article Text:
[Insert Article Intro & Headers]

Target Keyword: [Insert Primary Keyword]

Rules:
- Meta Title: 50-60 characters, must contain the target keyword near the beginning.
- Meta Description: 145-155 characters, engaging, includes target keyword, ends with a clear CTA.

Output format:
Meta Title: [Text]
Character Count: [X]
Meta Description: [Text]
Character Count: [Y]

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Clean up and polish the following raw customer feedback review into a crisp testimonial for marketing landing pages.

Raw Feedback:
[Insert Unedited Review]

Rules:
- Fix grammatical errors and conversational filler (e.g., "um", "like").
- Keep the exact original meaning and tone intact.
- Create two versions: Version A (15-word pull-quote) and Version B (50-word full quote).

Output:
Pull-Quote:
Full Quote:

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Analyze the following news alert mention involving a market competitor and identify strategic implications.

Article Text:
[Insert RSS Feed Article Content]

Competitor Name: [Insert Competitor Name]

Output:
- Competitor Action: [Product Launch / Funding / Acquisition / Leadership Change]
- Key Announcement Summary: [2 sentences]
- Strategic Threat Level: [High / Medium / Low]
- Recommended Marketing Counter-Angle: [1 sentence advice]

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Extract specific entity details from this unstructured email booking inquiry and convert it into clean JSON.

Email Body:
[Insert Booking Email Content]

Output JSON schema strictly with no commentary or markdown formatting:
{
  "client_name": string,
  "client_email": string,
  "requested_date": "YYYY-MM-DD",
  "service_requested": string,
  "estimated_budget": number or null,
  "special_requests": string
}

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Parse the raw OCR text from an invoice attachment and format it for accounting record-keeping.

OCR Text:
[Insert Invoice Text Stream]

Extract the following key fields:
- Vendor Name:
- Invoice Number:
- Invoice Date (YYYY-MM-DD):
- Subtotal Amount:
- Tax Amount:
- Total Amount Due:
- Line Items: [List item descriptions and prices]

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Standardize the following unstructured international mailing address into individual database fields.

Raw Address String:
[Insert Unstructured Address]

Output format:
Street Address Line 1:
Street Address Line 2 (Apt/Suite):
City:
State/Province:
Postal/Zip Code:
Country (2-letter ISO code):

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Translate the incoming localized lead message into English, while identifying original language and cultural context notes.

Raw Customer Message:
[Insert Non-English Message]

Output:
- Detected Language: [Language Name]
- English Translation: [Full accurate translation]
- Cultural/Regional Context Notes: [Any idioms, urgency markers, or region-specific requests]

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Examine the free-text field response from a contact form and categorize the user's explicit intent and industry.

Free Text Input:
[Insert Contact Form Comment]

Output JSON:
{
  "primary_intent": "Sales Purchase" | "Technical Support" | "Partnership" | "Spam",
  "industry": "Healthcare" | "Finance" | "E-commerce" | "Education" | "Other",
  "urgency_indicator": boolean
}

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Summarize the following meeting transcript into a readable Slack notification for the team channel.

Transcript Text:
[Insert Otter/Fireflies Transcript]

Format:
📌 *Executive Summary:* [2 sentences max]
✅ *Action Items & Assigned Owners:*
- [Task 1] - @[Owner Name]
- [Task 2] - @[Owner Name]
💡 *Key Decisions Made:*
- [Decision 1]
- [Decision 2]

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Based on the following new hire details, generate a tailored onboarding checklist for the IT and HR teams.

New Hire Profile:
- Role: [Insert Job Title]
- Department: [Insert Department]
- Remote or Onsite: [Insert Location Status]

Output:
- Required Software Access / Tools: [Bullet list]
- Hardware Provisioning Needed: [List hardware required]
- Day 1 Priority Tasks: [List 3-5 immediate steps]

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Compare the parsed resume text against our job requirements and provide an initial HR screening assessment.

Job Requirements:
[Insert Requirements List]

Candidate Resume Text:
[Insert Resume Text]

Output:
- Match Score: [0-100%]
- Key Strengths Identified: [3 bullets]
- Missing Qualifications / Skill Gaps: [3 bullets]
- Interview Recommendation: [Proceed to Screening / Hold / Reject]

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Compile dynamic daily numbers from various app inputs into a clean executive summary report.

Data Inputs:
- New Signups: [Insert Value]
- Daily Recurring Revenue: [Insert Value]
- Open Critical Tickets: [Insert Value]

Output Format:
📊 *Daily Operations Summary - [Insert Current Date]*
- **Revenue Generated Today:** $[Value]
- **New Customer Signups:** [Value]
- **Support Queue Health:** [Value] open critical issues
- **Operational Health Status:** 🟢 Normal / 🟡 Warning / 🔴 Critical (Base status on ticket volume)

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Analyze an incoming email response to determine if it is an Out-of-Office (OOO) auto-responder, and extract return date if applicable.

Email Content:
[Insert Received Email]

Output JSON:
{
  "is_ooo_response": boolean,
  "expected_return_date": "YYYY-MM-DD" or null,
  "alternative_contact_email": "[email protected]" or null
}

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Analyze an incoming email received in a shared inbox and determine its urgency classification.

Sender Email: [Insert Sender]
Subject Line: [Insert Subject]
Email Body: [Insert Body]

VIP Domains List: [Insert domain1.com, domain2.com]

Output:
- Priority Level: [Critical / High / Normal / Low]
- Requires Immediate Escalation: [Yes/No]
- Key Reason: [1 sentence rationale]

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Read through the following multi-reply email thread and state the final agreed outcome.

Thread Content:
[Insert Thread History]

Format:
- **Main Topic:** [1 line]
- **Final Consensus / Decision:** [2 sentences max]
- **Outstanding Unresolved Questions:** [List if any exist]

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Evaluate if an incoming email is a automated cold outreach / sales pitch or a genuine business communication.

Email Body:
[Insert Body Text]

Output JSON:
{
  "is_cold_pitch": boolean,
  "confidence_score": 0.0 to 1.0,
  "action_suggested": "Archive / Mark as Spam" or "Pass to Inbox"
}

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Determine if the customer's incoming email contains explicit or implicit intent to cancel their account or unsubscribe from emails.

Email Text:
[Insert Email Text]

Output JSON:
{
  "intent_detected": "Cancellation Request" | "Unsubscribe Request" | "General Feedback" | "None",
  "churn_risk_flag": boolean,
  "suggested_action": "Process Cancellation" | "Route to Retention Specialist" | "Standard Reply"
}

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Break down a complex email containing project requests into distinct, actionable project tasks.

Email Input:
[Insert Email Text]

Output format:
Task 1:
- Title: [Short task name]
- Description: [Details from email]
- Estimated Effort: [Low / Medium / High]

Task 2:
- Title:
- Description:
- Estimated Effort: