> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wokelo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Zapier

## Overview

Wokelo's Zapier integration connects AI-powered research to your existing tools — CRMs, spreadsheets, project management systems, and more. Automate research workflows and eliminate manual data entry across 8,000+ apps.

## Available Actions

### Research Generation

| Action                          | What It Does                                             | Required Input                        |
| :------------------------------ | :------------------------------------------------------- | :------------------------------------ |
| Create Company Research Report  | Full company analysis with market & competitive insights | Company website (+ optional industry) |
| Create Industry Research Report | Industry trends, key players, and market dynamics        | Industry name                         |
| Create Market Map               | Competitive landscape mapping for an industry            | Industry name                         |
| Create Pre-Meeting Brief        | Quick company briefing before a meeting                  | Company website (+ optional industry) |
| Create News Report              | Recent news and developments for a company               | Company website (+ optional filters)  |
| Create Player Comparison Report | Side-by-side competitive analysis                        | Company websites                      |

### Custom Workflows

| Action                           | What It Does                                  | Required Input               |
| :------------------------------- | :-------------------------------------------- | :--------------------------- |
| Create Company Custom Workflows  | Run tailored research workflows for a company | Website + Workflow ID        |
| Create Industry Custom Workflows | Run specialized industry analysis workflows   | Industry topic + Workflow ID |

### Report Management

| Action                                     | What It Does                                                     | Required Input |
| :----------------------------------------- | :--------------------------------------------------------------- | :------------- |
| Download Report (PDF / PPTX / DOCX / JSON) | Retrieve completed reports in your preferred format              | Report ID      |
| Upload File                                | Upload files (from Drive, Box, etc.) for use in custom workflows | File URL(s)    |
| Get Report Status                          | Check report generation progress                                 | Report ID      |
| Get Notebook Configurations                | Retrieve report metadata (tags, workflow type, sections)         | Report ID      |

### Triggers

| Trigger                  | What It Does                                                                                            |
| :----------------------- | :------------------------------------------------------------------------------------------------------ |
| Report Completion Update | Instantly notifies your Zap when a report is ready, passing the report ID, URL, title, and user details |

***

## Setting Up a Zap (Universal Steps)

All Wokelo Zaps follow the same four-step pattern:

**Step 1 — Create a Trigger** Log into [zapier.com](http://zapier.com), click **Zap**, then **Trigger**. Choose the app and event that starts your workflow (e.g., "New row in Google Sheets", "New lead in HubSpot").

**Step 2 — Add Wokelo as an Action** Click **Action**, search for **Wokelo AI**, and select it. If it's your first time, authenticate and connect your Wokelo account.

**Step 3 — Configure the Action** Select the specific Wokelo action, then map the required inputs from your trigger data. Press `/` to browse available dynamic fields from your connected tools.

**Step 4 — Use the Output** Every action returns a **Report ID** and **Report URL**. Map these to your tools — save to a CRM field, update a spreadsheet column, or chain into another action (e.g., download the report, then upload to Google Drive).

***

## Example Workflows

**Investment Pipeline** New company added to CRM, then Generate Company Research Report, then Save report URL to deal record, then Notify investment team via Slack

**Pre-Meeting Prep** Meeting scheduled in calendar, then Generate Pre-Meeting Brief, then Attach report link to CRM opportunity, then Email brief to attendees

**Competitive Intelligence** Weekly scheduled trigger, then Generate Market Maps for key industries, then Upload to Google Drive, then Share digest with leadership

**Full Automation Loop** Trigger report creation, then Listen for Report Completion Update, then Download PPTX, then Upload to cloud storage, then Update CRM, then Notify team

***

## Best Practices

* **Validate inputs:** Ensure website URLs include `https://` and industry names are specific (e.g., "B2B SaaS" not just "Software").
* **Use the Report Completion trigger** before downloading — only attempt downloads on completed reports.
* **Chain actions** for end-to-end automation: create → monitor completion → download → distribute.
* **Store Report IDs** in your CRM or spreadsheet for future reference and audit tracking.
* **For file uploads:** maximum 10 files per request, 20MB per file. Use the returned success string as input for custom workflow actions.