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How to configure Zaps using Grain to automate your workflow

Updated over a month ago

Grain integrates with Zapier, allowing you to automate the repetitive tasks of moving the information captured via Grain—Clips, Stories, or Recordings—to any of your favorite tools!

Step 1: Log in to or Sign up for Zapier

Log into your Zapier account or sign up for a free account here if you don’t have one.

Step 2: Create a Zap!

If you’re new to Zapier, try some of the pre-made examples here. It’s the easiest way to get started.

Set up a custom workflow

  • Click “Create Zap”

  • You need to set a trigger for your Zap. Type "Grain" in the Choose a Trigger 'App Event' search box and select the Grain app.

  • Select a Trigger event (and event that starts your Zap) from the list based on what you intend to achieve. For instance, if you want to send a complete recording from Grain to any of your work tools, Trigger should be “Recording Added.”

  • Once you select the trigger, you’ll be asked to choose your Grain account. Select your Grain account(if already signed in) or Sign in to your Grain account.

  • When you click on 'sign in', you will be redirected to the Grain website and automatically logged in. You can then click 'Continue' in Zapier.

  • Next, you can test your Grain Trigger. When you click “Test Trigger,” Zapier will check and let you know if the trigger is working as expected.

  • Once the trigger setup is done, you’ll be able to select an Action. This is what Zapier will do when something is triggered from Grain.

  • Select the App and ‘Action Event.’ For example, if you want to upload the recording to Google drive, the App will be 'Google drive' and Event will be 'Upload File.'

  • Follow the rest of the steps until you get to the last window that allows you to click 'Publish.'

Step 3: Take Your Zap Live

  • Once you click ‘Publish’, you should get confirmation that your new Zap is turned on and ready to go.

  • Each time your Zap is triggered your Action will run.


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