Office workflows

ChatGPT + Zapier: From Email Inbox to Excel Spreadsheet

Turn details from incoming emails into a spreadsheet with ChatGPT and Zapier. The exercise uses Google Sheets and includes a JavaScript-processing step.

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Format
Self-paced
Time
3 hours to complete, estimated study time
Tools
ChatGPT, Google Sheets
Level
Beginner
Language
English

What you’ll learn

  • Label and route incoming email for extraction
  • Prompt ChatGPT to identify dates, vendors, amounts, categories, expenses, action items and other chosen fields
  • Use Zapier to connect email, ChatGPT and a spreadsheet or another destination
  • Adapt a Zap for tasks, customer feedback or event dates

What does the learning look like?

  • Step-by-step construction of Zaps that extract structured details from labeled email and place them in Google Sheets
  • Examples include expense tracking.
  • It also describes a Code by Zapier step using custom JavaScript to parse/model ChatGPT output.
  • One assignment is listed
Course page preview: ChatGPT + Zapier: From Email Inbox to Excel Spreadsheet
Course page preview · Coursera · Vanderbilt University
Example to try

A calmer inbox

  1. 01Start with

    A long email thread

  2. 02Make a first pass

    A short draft + next actions

  3. 03Make it yours

    Check names, dates and promises

Use a fictional example to practise the workflow.

Cost, access and setup

Course cost

  • Enrollment wording is not proof that full access or certification is free.
  • Listed as included in Coursera Plus. Check your subscription for access.

What you’ll need

  • Gmail or another email provider supported by Zapier, ChatGPT, Zapier and a spreadsheet/app destination are part of the workflow.
  • The described exercise also uses Code by Zapier and custom JavaScript.
  • Account entitlements/API and Zapier limits should be checked before relying on the exact workflow.

How you’ll learn

  • 3 hours to complete, estimated study time
  • One module.
  • Includes six videos totaling 51 minutes, three readings and one assignment.
  • Module estimate is workload, video time is not total study time.
  • Flexible, self-paced Coursera course.
  • Listed as included in Coursera Plus.
  • Check your subscription for access.

Certificate

  • Shareable course certificate listed
  • Issuer/eligibility is described through Coursera.

Help along the way

  • Coursera lists one assignment and guided video/reading instruction.

Instructor

  • Dr.
  • Jules White is named as instructor
  • Course is in the Vanderbilt University ChatGPT + Zapier specialization.

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