Design, deploy, and manage AI-driven document workflows — from intake to approval to storage. Zenphi combines document management, workflow automation, and AI agents to streamline how your business handles documents. Works across Google Drive, OneDrive, SharePoint, and your entire tech stack.
Even today, document processes in many companies are still manual. Files scattered across Drive, OneDrive, or SharePoint. Approvals buried in email threads. No visibility into document status. Zenphi transforms document management into structured, automated workflows — across your entire document ecosystem.
Use Zenphi to build a workflow that would automate your contract approvals. As soon as a document is uploaded (Drive, OneDrive, SharePoint, or email), AI would extract details, flag wording that might create uncertainty, notify Legal/Management by email or Slack and suggest a better wording. Approved version would be routed to e-signature, and signed copy would be stored in your document system (Drive, OneDrive, SharePoint, or CRM).
Zenphi allows to easily build a workflow that captures invoices, extract relevant data and verify them against POs or agreements. It would then route each invoice for approval automatically — helping finance teams to optimize cash flow, prevent overpayments, and ensure seamless invoice management while maintaining accuracy and compliance.
Leverage Zenphi’s capabilities for purchase order processing to streamline PO generation, verification, and approval workflows. Automate order tracking, prevent mismatches, and accelerate procurement cycles using AI agents within Zenphi.
Leverage Zenphi's built-in AI agents to extract, verify, and organize medical records such as vaccination cards and health forms. Eliminate manual data entry, ensure accuracy, and securely manage compliance.
Use Zenphi to automatically capture, validate, and organize data from submitted forms. Eliminate manual data entry, reduce errors, and accelerate approvals—allowing teams to streamline workflows.
Leverage the power of Google Workspace to generate offer letters and NDAs, route them for e-signatures and store signed copies in Drive with correct permissions and/or add them to your HRIS system. All you need for this workflow to run smoothly in completely automated way — is Zenphi.
While other platforms push you through chatbots and endless loops before reaching a real person, Zenphi takes a different approach. Our Customer Success team is always live — no bots, no scripted responses, no wasted time. Every support request is handled directly by a human expert who understands your workflows and can give you hand with them quickly.
Even though Zenphi allows you to embed AI in your operations, we believe some things should never be automated — like the way we support our customers.
Previously we were forced to outsource our workflow of Invoice verification and processing overseas, but with Zenphi, we were not only able to bring it back in-house, we reduced our costs and decreased our processing time significantly.
Zenphi supports our operations very efficiently. We value its flexibility and adaptability to our needs. I would say that with Zenphi, as long as you know what you want, then you can create any workflow that suits your needs.
Zenphi is invaluable for document validation workflows we have established in our camp for onboarding guests. It has saved dozens of hours for our team and allowed us to focus on what truly matters, instead of mundane tasks.
With Zenphi automating our document management workflow in Google Drive, we saved 20 minutes per patient during the onboarding process. And most importantly, we standartized all incoming data, which is now available for further use. All HIPAA compliant.
That’s actually where AI agents shine. Most SMEs struggle with “document chaos” (inconsistent naming, random folders, and scattered attachments). If your documents are stored across systems like Google Drive, OneDrive, or SharePoint, a tool like Zenphi can definitely help you solve this problem. It has built-in AI agents that would scan, classify, and reorganize your files based on their actual content, not just their file names.
If you’re using Google Drive, you probably know about its basic “request approval” feature. It’s fine for a one-off, but it falls apart when you need real business logic—like routing a contract to Finance only after Legal signs off, or sending a document back for revisions.
To truly automate this, you need a system that can handle sequential approval workflows for Drive and loops. For this, you can use a tool like Zenphi. Zenphi can help you build an approval logic, the escalation logic, automatic reminders, so you don’t have to chase your colleagues via email. It also allows you to dynamically chose a person to send a document for approval to – based on your org chart structure, you don’t have to hard-code any emails here.
Yes, but the key is looking for a tool that offers AI agents—which do the work—rather than just AI that “summarizes” text. For an SME, you want a tool that lives where your files already are. Common workflows that AI can help handle include invoice processing, approval workflows, request for quotation, document generation and more. Zenphi can help you handle all document-related processes without extra overhead.
Most SMEs start with the “high-friction” tasks—the ones that cause email threads to explode or folders to become digital junk drawers. Some most common examples include:
Approvals & Signatures. This is the #1 use case. Instead of manually chasing people for signatures, you automate the entire contract lifecycle. A simple workflow might start with a document being added to a specific folder, from there a task is being created for a relevant manager to review it, then send for approval to a next-in-line department or role (for example, CEO), then send to collect an e-signature from a customer. You typically don’t need any AI agents to automate this use case. However, AI layer can be added to draft more personalized email to a customer, to summarize the case for legal, etc.
AP Automation. Accounts payable automation is probably the second most popular use case for document workflow automation for SMEs. Smart AI automation here might involve monitoring of your inbox, using AI to extract line items and totals, and then cross-check that data against a database or QuickBooks. If the numbers match, the AI agent files the invoice and flags it for payment. If they don’t, the agent emails the vendor for a correction automatically.
Both these use cases are easily handled by Zenphi.
Yes, but only for the simple stuff. Google Workspace Studio (formerly Flows) is great for linear, one-person tasks—like saving an email attachment to a folder or getting a Chat notification when a Form is submitted. However, if you are an SME trying to run a professional operation, you’ll likely hit the “Studio Wall” pretty quickly.
Sequential Logic: Google Studio struggles with “loops” and multi-stage approvals. For example, if a manager rejects a document and it needs to go back to the employee for a fix before being re-submitted, Google Studio can’t handle that back-and-forth natively.
Professional Document Genration: Google Studio can create a basic Doc, but it can’t merge multiple files, insert dynamic tables into templates, or generate high-fidelity branded PDFs.
Predictable SME Scaling: Google Workspace Studio has strict monthly execution limits (often as low as 100–400 runs) that reset every month.
If these are the requirements you have in mind for automating your SME’s document workflows on Google Drive, try Zenphi. It’s also native to Google Workspace, has no per-document pricing, automates sequential approvals with ease, and has more advanced document generation capabilities.
If your business runs on Microsoft tools like OneDrive and SharePoint, the first option most teams explore is Microsoft Power Automate.
However, even this powerful tool has its limitations, such as extracting data from incoming emails (inbox automation), summarizing documents, multi-step approvals, revision loops, conditional routing (e.g., “send back for edits, then re-approve”). Also, Power Automate pricing is very complicated and not really scalable — if your document workflow grows, you pay significantly more.
If you’re looking for a solution that would address all the needs you have (inclusing predictable flat pricing) and bridge this gap, Zenphi can be a good choice. It provides end-to-end workflows (from intake to approval to storage); built-in document processing (data extraction, validation); flexible approval logic with loops and conditions; the ability to work across systems, not just within one ecosystem.
