This guide will walk you through the process of setting up Zapier triggers for CrewAI Enterprise, allowing you to automate workflows between CrewAI Enterprise and other applications.

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Prerequisites

  • A CrewAI Enterprise account
  • A Zapier account
  • A Slack account (for this specific example)

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Step-by-Step Setup

1

Set Up the Slack Trigger

  • In Zapier, create a new Zap.
2

Choose Slack as your trigger app

  • Select New Pushed Message as the Trigger Event.
  • Connect your Slack account if you haven’t already.
3

Configure the CrewAI Enterprise Action

  • Add a new action step to your Zap.
  • Choose CrewAI+ as your action app and Kickoff as the Action Event
4

Connect your CrewAI Enterprise account

  • Connect your CrewAI Enterprise account.
  • Select the appropriate Crew for your workflow.
  • Configure the inputs for the Crew using the data from the Slack message.
5

Format the CrewAI Enterprise Output

  • Add another action step to format the text output from CrewAI Enterprise.
  • Use Zapier’s formatting tools to convert the Markdown output to HTML.
6

Send the Output via Email

  • Add a final action step to send the formatted output via email.
  • Choose your preferred email service (e.g., Gmail, Outlook).
  • Configure the email details, including recipient, subject, and body.
  • Insert the formatted CrewAI Enterprise output into the email body.
7

Kick Off the crew from Slack

  • Enter the text in your Slack channel
  • Select the 3 ellipsis button and then chose Push to Zapier
8

Select the crew and then Push to Kick Off

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Tips for Success

  • Ensure that your CrewAI Enterprise inputs are correctly mapped from the Slack message.
  • Test your Zap thoroughly before turning it on to catch any potential issues.
  • Consider adding error handling steps to manage potential failures in the workflow.

By following these steps, you’ll have successfully set up Zapier triggers for CrewAI Enterprise, allowing for automated workflows triggered by Slack messages and resulting in email notifications with CrewAI Enterprise output.