Based on a tutorial by Queen City Media
Feeling overwhelmed by switching between multiple apps to get work done? You’re not alone. Managing emails, calendars, spreadsheets, and other tools can eat up hours of your day.
I’ve summarized this eye-opening tutorial that shows how Claude’s new Zapier integration transforms it into one of the most powerful AI assistants available today. With access to over 7,000 apps, Claude can now handle your emails, create calendar events, generate spreadsheets, and much more – all with simple natural language commands.
Quick Navigation
- Setting Up Claude’s Zapier Integration (00:00-03:30)
- Understanding the New Features (03:31-04:45)
- Use Case #1: Managing Emails with Claude (04:46-06:20)
- Use Case #2: Creating Calendar Events (06:21-07:40)
- Use Case #3: Research and Data Collection (07:41-09:30)
- Use Case #4: Content Creation Workflow (09:31-12:45)
Setting Up Claude’s Zapier Integration (00:00-03:30)
Claude’s new update allows it to connect with over 7,000 different apps through Zapier. This significantly expands Claude’s capabilities, allowing it to perform actions across your digital workspace rather than just providing information.
Key Points:
- The setup process is straightforward and takes just a few minutes
- You’ll need a Zapier account (free tier available)
- You can customize which apps Claude has access to
- Each app can have specific permissions assigned
Step-by-Step Setup Instructions:
- Click on Settings in the bottom left corner of Claude
- Scroll down to view your capabilities and integrations
- Click Add More to add a new integration
- Name your integration (e.g., “Zapier”)
- Visit mcp.zapier.com and create a free account if needed
- Click New MCP Server and select Claude as your client
- Name your server and add the apps you want Claude to access
- For each app (like Gmail), select the specific actions you want to enable
- Connect your accounts for each service you add
- Copy the integration URL from Zapier
- Paste it into the Claude integration setup
- Click Add and confirm you trust the integration
- Allow the necessary permissions
My Take:
When setting up integrations, start with just a few essential apps like Gmail, Google Calendar, and Google Drive. This makes troubleshooting easier if anything doesn’t work as expected. You can always add more integrations later as needed.
Understanding the New Features (03:31-04:45)
Once your integrations are set up, Claude gains powerful new capabilities through Zapier. Not only can it perform actions in various apps, but it can also access your personal data to provide more relevant research results.
Key Points:
- Ensure all integrations are turned on in Claude’s interface
- Simply mention the integration in your prompt to activate it
- The new research feature can search through connected data sources
- Claude will access your emails, drive, calendar, and other connected services during research
My Take:
The research capability is a game-changer for knowledge workers. Instead of searching through your emails, documents, and calendar separately, you can ask Claude questions like “What did my team decide about the Smith project last month?” and it will search across all your connected platforms.
Use Case #1: Managing Emails with Claude (04:46-06:20)
The first demonstrated use case shows how Claude can now send emails on your behalf through the Gmail integration. This opens up possibilities for email management and automation.
Key Points:
- Claude can compose and send emails based on your instructions
- You’ll get a confirmation before the email is sent
- The email appears in your sent folder as if you sent it yourself
- Beyond sending, Claude can also read, respond to, and label your emails
Please use the Gmail integration with Zapier and send an email to [email address] with the subject line "Love your latest video" and write three paragraphs about how we loved the latest video.
My Take:
This feature is perfect for handling routine correspondence. You could ask Claude to “draft follow-up emails to everyone who hasn’t responded to my project update from last week” or “send a thank you email to everyone who attended yesterday’s meeting.” Just remember to review important emails before sending.
Use Case #2: Creating Calendar Events (06:21-07:40)
The second use case demonstrates how Claude can create calendar events and send invitations to participants, streamlining your scheduling process.
Key Points:
- Claude can create events on your calendar with a simple prompt
- It can add attendees who will receive email invitations
- The system handles time zones appropriately
- Claude confirms the event creation and provides details
Create a calendar event with [name@email.com] added to it to discuss their 401k for 9:30 a.m. Eastern May 4th.
My Take:
This feature shines when scheduling multiple meetings or recurring events. You could say “Schedule weekly team check-ins every Monday at 10am for the next 8 weeks and invite my entire marketing team” and Claude would handle the entire process.
Use Case #3: Research and Data Collection (07:41-09:30)
The third use case shows how Claude can research information, collect data, and organize it into a spreadsheet – completely automating what would typically be a multi-step manual process.
Key Points:
- Claude can research specific information based on your criteria
- It can create and populate Google Sheets with the collected data
- The spreadsheet is organized with appropriate columns and formatting
- Claude provides a direct link to the created document
Can you find me a list of 10 lawn care companies in Boca Raton, Florida that I should reach out to to pitch them my AI service, and then please put their information in a Google sheet?
My Take:
For maximum effectiveness with this feature, be specific about what data you want collected. You could refine the prompt to say “only include companies with a phone number and website” or “prioritize companies with fewer than 50 employees.” The more guidance you provide, the more useful the results will be.
Use Case #4: Content Creation Workflow (09:31-12:45)
The final use case demonstrates how Claude can help with content creation by researching a topic and drafting a complete script or document in Google Docs.
Key Points:
- Claude can research topics for content creation
- It can create formatted Google Docs with complete scripts or outlines
- The content is based on research about best practices and audience engagement
- You may need to refresh your chat if you’ve added new integrations
I want to create a YouTube video about Zapier MCP plus Claude integration. Please do research on this and how to craft a perfect YouTube video that maximizes audience retention. Once you've done that, please craft me a YouTube script and put it in a Google doc for me.
Troubleshooting Tip:
If you add new integrations in Zapier while a chat is open, you may need to refresh Claude or start a new chat for those integrations to become available. Always verify your integrations are showing correctly before proceeding.
My Take:
This workflow is incredibly powerful for content creators. You could expand this further by having Claude research competitors’ videos on the same topic, analyze what makes them successful, and incorporate those elements into your script. You could even have it create accompanying social media posts to promote your video.
This article summarizes the excellent tutorial created by Queen City Media. If you found this summary helpful, please support the creator by watching the full video and subscribing to their channel.