Explained: The "Digest by Zapier" app

Understanding Digest by Zapier

With the Digest by Zapier app, you can consolidate data from multiple Zap triggers or actions and receive them in batches at regular intervals like daily, weekly, or monthly. This helps cut down on the number of notifications you receive while still allowing you to monitor your information efficiently. For instance, you can compile leads coming from different salespeople and send a weekly digest email to yourself every Friday, keeping track of your leads without getting bombarded by individual email notifications.

To set up Digest by Zapier, you need to follow four main steps: adding a digest step, setting up your digest, releasing the content of the digest, and optionally, configuring the "Manual" frequency. Let's dive into each step in detail.

Adding a Digest Step and Setting It Up

First, you need to create a trigger or action with the data you want to add to the digest. Then, click the next Action step or the plus icon to add a step to your Zap. Search for and select Digest by Zapier, choose "Append Entry and Schedule Digest" in the Event dropdown menu, and click "Continue."

Next, set up the digest by entering a title and selecting the data from a previous step you want to add to the digest. Choose the frequency for receiving the digest, such as daily, weekly, or monthly, and specify the time or day when the digest should be released. After that, click "Continue," and then "Test & Review" to generate a new item in the digest and view the result.

Releasing the Content of the Digest

To release the content of the digest at the designated frequency, you need to add an action step (like an email or messaging step) to your Zap. Search for and select the app you want the digest to be sent to and configure the action to include the digest content. Remember that formatting and styling options for the digest content will depend on the app you send the digest to, so consider checking available formatting tips for popular apps like email, Slack or using Zapier Formatter.

Optional: Manual Frequency and Combining Multiple Zaps in the Same Digest

If you choose the "Manual" frequency, you can compile data from multiple Zaps in the same digest using a separate Zap to release the content. After setting up all necessary steps in the Zaps, create a new Zap with a "Schedule by Zapier" trigger and specify the frequency. Then, add a "Release Digest" action from Digest by Zapier, selecting the digest to release. Finally, set up an action step to receive the digest content in your chosen app, and your digest will trigger accordingly.

In summary, the "Digest by Zapier" app is a practical solution to consolidate data from multiple Zaps in a single batch and send them at regular intervals. By using this guide, you can set up digest steps, choose a suitable frequency, and release the content efficiently, making it easier for you to manage your data and notifications while staying organized.