Building practical AI agents with Zapier

In this session, Kelly Goss demystifies AI agents and shows how to use Zapier to build practical, business-ready automations across finance, operations and client services.

You’ll learn the basics of Zapier, what AI agents really are (and aren’t), and where they add value beyond simple workflows. Through real accounting and advisory use cases — from client onboarding to internal knowledge agents — discover how to move from idea to implementation without coding or replacing your tech stack.