How to Use New Zapier Copilot Features

The latest Copilot updates in Zapier make it easier to build, edit, and troubleshoot automated workflows directly inside the Zap editor. This guide explains how to access each new feature and use it step by step.

The instructions below are based on the official feature announcement from Zapier and focus on practical, repeatable actions you can take in your own account.

Overview of New Zapier Copilot Features

The updated Copilot experience introduces several improvements inside the Zap editor. These enhancements are designed to reduce manual setup time and give you AI assistance exactly where you are working.

• Inline Copilot side panel in the editor
• AI suggestions for triggers and actions
• Guided editing and troubleshooting assistance
• Context-aware help based on your current Zap

All of these updates are available within the same interface you already use to build workflows, so you do not have to leave the Zapier editor to get help.

Accessing Copilot in the Zapier Editor

Copilot is integrated into the main Zap editor interface. You can open it whenever you want AI assistance while creating or updating an automation.

Step 1: Open a Zap in Zapier

1. Sign in to your Zapier account.
2. From your dashboard, choose an existing Zap or click to create a new one.
3. Once the editor loads, look for the Copilot interface on the side of the screen.

The Copilot panel appears as a contextual assistant that stays visible as you move through the steps of your workflow.

Step 2: Launch the Copilot Panel

Inside the Zapier editor, Copilot is typically available through an icon or button in the sidebar.

1. Click the Copilot icon or “Ask Copilot” button.
2. The Copilot side panel opens, showing a text box where you can type questions or instructions.
3. The panel remains open while you switch between steps in your Zap.

Keeping the panel open allows you to ask multiple questions without losing your place in the workflow.

Using Zapier Copilot to Build a New Zap

One of the primary uses of Copilot is to help you design a new automation from an idea, even if you are not sure which apps or actions to use.

Step 3: Describe Your Workflow Idea

1. In the Copilot panel, write a short description of what you want to automate. For example: “When a form is submitted, send a confirmation email and create a task.”
2. Include any apps or tools you want to connect, if you already know them.
3. Submit your request to Copilot.

Zapier Copilot will interpret your natural language description and suggest a workflow structure based on your goal.

Step 4: Review Suggested Triggers and Actions

Copilot responds with suggested steps you can add directly into the Zapier editor.

• Proposed trigger app and event.
• Recommended action apps and events.
• Optional additional steps such as filters or formatters.

Follow these steps to apply the suggestions:

1. Review each recommended step in the Copilot panel.
2. Click to insert suggested steps into your Zap when they match your use case.
3. Replace or remove any steps that do not fit your process.

By confirming or adjusting the suggestions, you keep full control of the final workflow while still benefiting from AI guidance inside Zapier.

Editing Existing Zaps with Zapier Copilot

Copilot also helps you modify existing workflows. Instead of manually searching for settings, you can ask the assistant to point you in the right direction or propose changes.

Step 5: Ask Copilot to Improve a Step

1. Open an existing Zap in the Zapier editor.
2. Navigate to the step you want to update.
3. With Copilot open, describe what you want to change, such as adding a filter, modifying a message, or using a different field.

Zapier Copilot will respond with targeted suggestions based on the current step and available data in your Zap.

Step 6: Apply Suggested Edits

After Copilot proposes adjustments, you can apply them directly.

1. Compare the suggested configuration with your existing settings.
2. Use Copilot’s explanation to understand why a setting is recommended.
3. Update fields, mapping, or conditions in the editor according to the guidance.

This workflow allows you to refine complex automations without needing to memorize every possible setting in Zapier.

Troubleshooting with Zapier Copilot

The updated Copilot features also help diagnose and resolve issues that appear when testing a Zap or after a run fails.

Step 7: Share Error Details with Copilot

1. When you see an error during testing, keep the error message visible in the Zapier editor.
2. Open the Copilot panel if it is not already open.
3. Summarize the problem in your own words or copy key parts of the error text into Copilot.

Zapier Copilot uses the context from your Zap and your description to identify likely causes.

Step 8: Follow Copilot’s Fix Recommendations

Based on the error, Copilot suggests specific actions to resolve the issue.

• Check or reconnect an app account.
• Map a required field correctly.
• Adjust a filter or condition.
• Update field formats (for example, dates or numbers).

1. Read the step-by-step instructions provided by Copilot.
2. Make the recommended changes in the Zapier editor.
3. Run the test again to confirm that the issue is resolved.

Because the assistant is integrated directly into Zapier, you can quickly move between the explanation and the actual configuration.

Best Practices for Using Zapier Copilot

To get the most out of Copilot inside Zapier, follow a few simple guidelines when writing prompts and applying suggestions.

Write Clear, Goal-Focused Prompts

• Describe the outcome you want, not only the tools you use.
• Mention key apps and any required conditions or exceptions.
• Specify whether you are building a new Zap or editing an existing one.

Clear prompts help Zapier Copilot provide more accurate setup instructions.

Iterate on Suggestions

• Use Copilot’s first suggestion as a starting point, not the final answer.
• Ask follow-up questions such as “How can I filter these records?” or “How do I add another step?”
• Test frequently after applying changes in the Zapier editor.

Iterating with Copilot ensures that your automation remains aligned with your real process, even as it becomes more advanced.

Where to Learn More About Zapier Copilot

If you want additional technical details about the new Copilot experience and future updates, you can read the official announcement article provided by the Zapier team.

Visit the original feature announcement here: Announcing more Copilot features.

For broader automation strategy, integration planning, and optimization ideas that go beyond the basics, you can explore expert resources at Consultevo, which covers workflow design and implementation approaches that work well alongside Zapier.

By combining these new Copilot tools with thoughtful planning, you can build, test, and maintain automated workflows in Zapier more efficiently, while keeping control over every step in the process.

Need Help With Zapier?

Work with ConsultEvo — a

Zapier Certified Solution Partner

helping teams build reliable, scalable automations that actually move the business forward.

Get Zapier Help