# Source: https://docs.tavily.com/documentation/integrations/zapier.md

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

# Zapier

>  Tavily is now available for no-code integration through Zapier.

## Introduction

No need to write a single line of code to connect Tavily to your business processes. With Tavily's robust search capabilities, you can pull in the latest online information into any application or workflow.

Simply set up [**Tavily in Zapier**](https://zapier.com/apps/tavily/integrations) to automate research, track real-time news, or feed relevant data into your tools of choice.

## How to set up Tavily with Zapier

<AccordionGroup>
  <Accordion title="Step 1: Log in to Zapier">
    <p><a href="https://zapier.com/sign-up">Log in</a> to your Zapier account.</p>
  </Accordion>

  <Accordion title="Step 2: Create a Zap and Select a Trigger Event">
    <p>Create a new Zap and select a trigger event that will start your workflow.</p>
  </Accordion>

  <Accordion title="Step 3: Add an Action Step with Tavily">
    <p>
      Add an action step with Tavily in your workflow:

      <ul>
        <li><strong>Setup:</strong> Connect your Tavily account by pasting your API key.</li>
        <li><strong>Configure:</strong> Enter your search `query` along with optional parameters, such as selecting a `topic` (`general` or `news`), deciding whether to include raw content from the sources or an answer based on the content found, and specifying particular domains to run the search on.</li>
        <li><strong>Test:</strong> Test your query.</li>
      </ul>
    </p>
  </Accordion>

  <Accordion title="Step 4: Use the Results and Answer Generated by Tavily">
    <p>
      Use the `results` and optionally the `answer` generated by Tavily in the rest of your workflow, such as:

      <ul>
        <li>Sending up-to-date research to your CRM.</li>
        <li>Feeding real-time content into your language model (e.g., GPT models) for additional applications.</li>
        <li>Inserting dynamic info into an email automation tool.</li>
      </ul>
    </p>
  </Accordion>
</AccordionGroup>

## Use cases for Tavily in Zapier

With Tavily, you can harness the power of Retrieval-Augmented Generation (RAG) to create complex workflows. Here are some examples, for inspiration:

* **Automated Email Generation**: Use Tavily to create tailored emails based on real-time data.

* **Meeting Preparation**: Gather real-time information about meeting participants. For instance, before a client meeting, retrieve their latest news or social media updates and receive a concise summary through your preferred method, ensuring you’re well-informed.

* **Automated Reporting**: Utilize Tavily’s online search data to generate reports. Push this information into tools like **Google Sheets**, **Notion**, or **Slack** to create a weekly digest of industry trends or competitor analysis, keeping your team updated effortlessly.

## Detailed example - company research

We can build an automated workflow that executes brief company research for newly signed-up companies and delivers the report via Slack.

<Accordion title="Workflow Steps">
  <ol>
    <li><strong>Trigger Event:</strong> A new company is created in your CRM.</li>
    <li><strong>Conduct Company Search:</strong> Use Tavily to perform a general search using the company's domain (provided by the CRM).</li>
    <li><strong>Retrieve Current Date:</strong> Capture the current date and pass it to the LLM in the next step.</li>
    <li><strong>Generate Search Queries:</strong> Request the LLM to create 3 concise search queries for Tavily to obtain additional information about the company (e.g., industry, ARR, CEO, CTO). Include the previously gathered data from the company website as context to prevent redundancy. Ask the LLM to incorporate important keywords related to the company to avoid retrieving information about a different company with the same name but in a different industry or domain.</li>
    <li><strong>Organize Queries:</strong> Format the generated queries into separate fields for use in distinct steps.</li>
    <li><strong>Configure Queries:</strong> Set up the 3 queries in Tavily across 3 individual steps.</li>
    <li><strong>Extract Structured Data:</strong> Instruct the LLM to fill in specific details about the company from the gathered data and indicate the sources used for verification. Additionally, instruct the LLM to use the sources extracted from the domain as the ground truth.</li>
    <li><strong>Refine Information:</strong> Format the information for clarity and professionalism.</li>
    <li><strong>Send to Slack:</strong> Deliver the final message to Slack for easy access and sharing.</li>
  </ol>

  <img src="https://mintcdn.com/tavilyai/tgJqPSjqNVSkMFTO/images/zap.png?fit=max&auto=format&n=tgJqPSjqNVSkMFTO&q=85&s=1c31ba085809ea534a0aec24a04428cc" alt="zap" data-og-width="950" width="950" data-og-height="1110" height="1110" data-path="images/zap.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/tavilyai/tgJqPSjqNVSkMFTO/images/zap.png?w=280&fit=max&auto=format&n=tgJqPSjqNVSkMFTO&q=85&s=3b34419035fb206d4f1b0a261e04be77 280w, https://mintcdn.com/tavilyai/tgJqPSjqNVSkMFTO/images/zap.png?w=560&fit=max&auto=format&n=tgJqPSjqNVSkMFTO&q=85&s=1b3089536a776b0c70fa3f8907493005 560w, https://mintcdn.com/tavilyai/tgJqPSjqNVSkMFTO/images/zap.png?w=840&fit=max&auto=format&n=tgJqPSjqNVSkMFTO&q=85&s=a21924425c35ec2ca4c39a806231c443 840w, https://mintcdn.com/tavilyai/tgJqPSjqNVSkMFTO/images/zap.png?w=1100&fit=max&auto=format&n=tgJqPSjqNVSkMFTO&q=85&s=296948093fcd1c1001d8e229c8e93d2e 1100w, https://mintcdn.com/tavilyai/tgJqPSjqNVSkMFTO/images/zap.png?w=1650&fit=max&auto=format&n=tgJqPSjqNVSkMFTO&q=85&s=3f5fb122eb0f576acf455c62d009073d 1650w, https://mintcdn.com/tavilyai/tgJqPSjqNVSkMFTO/images/zap.png?w=2500&fit=max&auto=format&n=tgJqPSjqNVSkMFTO&q=85&s=fe6a027843ae9cbfa2ee0944833e585b 2500w" />
</Accordion>

## Best practices

To use Tavily most efficiently in your Zapier workflows, keep the following guidelines in mind when designing your automations:

* Create concise queries for Tavily, and if needed, create multiple Tavily steps.
* If up-to-date news information is required, configure "news" as your topic.
* Add the current date to your queries for relevant, updated information.
* Consider using specific domains to narrow down search results.
* Use an LLM to generate queries for Tavily to enable a more agentic workflow.