Point Reference Guide

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Points

Level

What It Covers

Example Tasks

Business Examples

Light

Self‑contained, no complex logic

Fix an existing automation; Build Notion database template; Formatting fixes to an existing Tableau dashboard; detailed discovery or training sessions

Add a "New Lead" view in Notion; auto‑log new email signups to a Google Sheet

Moderate

Standalone workflow with light logic or AI

Create a new automation; Basic Zapier Chatbot to answer FAQs on public website; Fix a broken data connection on an existing Tableau dashboard; Tool / application selection

Send invoices from Xero to Slack and store PDFs in a shared Google Drive folder

Substantial

Multi‑zap workflow or moderate BI setup

Advanced Chatbot with complex logic and integrated automations; Create a new Tableau chart using an existing, ready-to-use data source

Build an automated onboarding checklist for new hires with task tracking

Complex

Stateful logic, branching, or warehouse setup

Zapier Agent to handle complex workflows with decision-making; Add new sources to data warehouse using Fivetran; Create a new Tableau chart or view blending multiple data sources; Build custom Zapier integrations using public APIs

Route sales leads by region and score them for follow-up based on custom logic

Strategic

Multi‑system solutions or reusable frameworks

Build a full BI workflow - Fivetran → data warehouse → SQL queries; Build a custom Zapier app for tools without a native integration; Build custom internal apps using no-code tools

Create a data warehouse to consolidate marketing, finance, and ops data for executive dashboards