AI Powered Document Workflow Automation in Google Workspace

Turn documents into decisions by harnessing the power of with a simple drag and drop

The world has been digitized more than ever. It’s full of APIs, structured data, databases, etc. However, Documents still play an important role in our day to day businesses. You send or receive invoices, contracts, work orders, offer letters, or many other types of documents in your day to day business operations. We may not notice it but for many of us these documents are our data and the databases. Hence, there are many great online document storage and management systems, like Google Drive, which are built around this fact.
While those services are awesome, you usually want to do something with the data available in those documents. You probably want to use them in other processes or systems. That’s where the challenge surfaces itself. To get data out of documents and use it in another process or system, you most probably need to do some manual work! We all know how time consuming, boring, and error prone that is.
Some of us who are lucky enough to be able to afford RPA products and the consultants required to use it, could automate extracting data from a document. But, even if you can afford and have access to RPA systems and consultants to do the job, you will then have to create another integration point to use the extracted data in another automation system to automate your process. Well that’s doable for sure, but is that the ideal solution for the 21st century? Of course not!

Well, the good news is that you can also harness the power of Artificial Intelligence to extract data from your documents within your zenphi process. And by the way, you don’t need a PHD in AI to be able to do it.

Remember how you can easily automate your business process using zenphi with just a few drag and drops? Well, you can add the power of Artificial Intelligence to your zenphi workflows in the same manner, i.e. with just simple drag and drop, without needing to use any other services.

All you need to do is to give a sample document to zenphi AI, and then tell her which data from the document you’d like to make available in your Flow. That’s pretty much it. From that point onward those data will be available in your Flow as the way you have named them.
For example, your providers may email you the bills as a pdf document. You want to extract the Total Amount, Invoice Number and the Due Date from the invoice and save them into a Google Sheets. You will then want to branch out based on the total amount. If it’s less than $1000 send it to Account Payable for payment. If it’s more than $1000 first send it to the IT manager for approval and if approved, send it to Account Payable for payment.

To automate this, all you need to do is to create a zenphi Flow to monitor the incoming emails.

 

Now we need to get the attachment (the pdf document), and then as the very next step use zenphi’s AI Document Processing action to extract the identified data from the document.

Now add the branching logic and approval tasks according to the Flow. Publish the Flow and let zenphi and its AI take care of the rest.

 

As you can see above, with zenphi you can bring the power of AI to your processes without needing to know the ins and outs of AI or needing to write a single line of code.

Get started with zenphi today and start harnessing the power or AI to automate your business processes.