[Free eBook] How To Setup AI Agents In Google Workspace Code-Free

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AI Agent: 10 Practical Use Cases for 2026

AI Automation For Procurement , AI Document Processing , AI Enablement For Finance Teams , AI Enablement For Sales Teams , AI-Powered Workflows For HR , Approval Workflows , Operationalize AI For Business, , ,

Ten practical AI agent use cases that companies are already implementing — and that will define business process automation in 2026 and beyond. Real-world enterprise & SME examples.

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Extracting Shipping Manifests and Delivery Notes from Gmail Attachments with AI Workflows

AI Enablement For Finance Teams , Operationalize AI For Business, , , , ,

In 2025, leading logistics companies are solving this with AI workflow automation. Instead of relying on staff to process every document, AI extracts, validates, and routes the data instantly, giving teams real-time visibility and fewer errors.

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AI-Powered Gmail Data Extraction: From Attachments to Structured Reports in Minutes

AI Document Processing , Operationalize AI For Business, , , , ,

Every day, professionals spend precious time manually transferring information—like order details or invoice numbers—from email attachments into spreadsheets. Thankfully, AI-powered automation tools now let you turn Gmail into a data-processing engine. With AI, you can go from Inbox clutter to structured reports

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How to Extract Data from Gmail Attachments into Google Sheets Automatically

AI Document Processing , Operationalize AI For Business, , , , ,

A step by step guide on automating the whole process code free. Plus available solutions comparison, based on their speed, accuracy, and adaptability to your specific needs (types of the attachments you’re having, etc.)

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Google Forms: How To Send Email On Submission Automatically  

AI-Powered Workflows For HR , Automating Marketing With AI , Automation In Education , Google Forms Automation , How-To , Operationalize AI For Business , Zenphi Use Cases By Industry Or Role

A detailed step-by-step guide on how to send email after Google Form submit with dynamic content based on the responses you collected from your Google Form. No Apps Script required. Table of Contents Google Forms: Send Email Upon New Submission use cases In many cases you’d need so send a custom email upon a Google …

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Case Study: Gordon Food Service Automating Google Admin & Security Tasks With Zenphi

Google Drive Automation , IT Ops Automation , Zenphi Use Cases By Industry Or Role

The Challenge: User requests and security controls across thousands of Google Workspace accounts The Outcome: Empowered IT team through scalable, no-code automation, improved user experience with faster, self-service solutions; increased security and faster approvals Industry: Food Distribution |  Company Size: 20,000+ employees |  Processes Automated| Google Workspace Admin Tasks | Total impact: Up to 85% time …

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Case Study: Children Camp Using AI Workflow Automation In Google Workspace To Enhance Safety

Automation In Education , Operationalize AI For Business, ,

The Challenge: A need for an efficient onboarding and error-proof guest information management The Outcome: By building AI-powered workflow automation within Google Workspace using Zenphi, Camp Ramaquois improved accuracy and achieved major time savings. Industry: Education/ Camps |  Using Zenphi for: Campers onboarding |  Total impact: 2 weeks saved for the core staff allowing them to stay …

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Customer Proposal Approval Workflow

AI Enablement For Sales Teams , Approval Workflows , Google Forms Automation , Legal Documents Processing Flows

Learn how to build set-and-forget automated workflow for business proposal approvals that involves Sales, Product, Finance and legal teams. Table of Contents Approval Workflow Steps Every sales proposal sent to clients has the potential to land a big deal. That’s why it’s crucial to have a proper internal proposal review and approval process. Without it, …

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User Access Management Best Practices: How to Prevent Unauthorized Access In Google Workspace

IT Ops Automation

Discover the best practices of user access controls in Google Workspace, and how to manage unauthorized access to your company’s data efficiently. Table of Contents Why Unauthorized Access is a Threat to Your Organization Unauthorized access is a significant security risk, especially in collaborative environments like Google Workspace, where files and data are easily shared. …

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Is Google Workspace HIPAA Compliant and How to Improve Compliance Through Automation

IT Ops Automation

With Google Workspace, HIPAA compliance is achievable, but only if configured correctly. This post will guide you through the whole process. Table of Contents HIPAA (Health Insurance Portability and Accountability Act) compliance is essential for any business handling protected health information (PHI). It outlines strict guidelines for safeguarding sensitive patient data to prevent unauthorized access …

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August 2024 Product Updates: Google Directory Actions, Updated Quickbooks Integration & More

Product Updates

We’re thrilled to share Zenphi latest product updates for August 2024: new actions for Google Directory, updates for QuickBooks Integrations and more! Let’s walk you through the exciting enhancements and bug fixes we’ve implemented to make your experience even better. Google Directory Actions: Manage Organizational Units Create Organizational Unit In August, we have added numerous …

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Google User Management: On-Demand User Access Approvals (Google Workspace Admin Tutorial)

Approval Workflows , IT Ops Automation

Learn how to automate on-demand users requests to access certain assets stored on Google Drive or third-party resources, all along maintaining the highest level of data security and compliance. A 5-min Google Workspace Admin tutorial. Table of Contents Google User Management Pain Point Or Why Automate On-Demand Users Access Approvals For any company using cloud …

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Skyrocketing Cost of Google Workspace? Two Proven Strategies to Cut It Significantly (No User Achieved Licenses Needed!)

IT Ops Automation , Use case , Zenphi Use Cases By Industry Or Role

Learn two proven strategies that can legally and significantly reduce your costs of Google Workspace. Can be used instead of achieving users to save on archived users licenses. Find the detailed calculations of your savings below! Table of Contents Cost of Google Workspace in 2025 and beyond As businesses continue to rely on cloud-based tools, …

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How to Automate Invoice Capture And Processing Using AI & Google Sheets

AI Automation For Procurement , AI Document Processing , AI Enablement For Finance Teams , Google Sheets Automation , Operationalize AI For Business

Reviewing invoices can be a tedious process. This is where automation and AI come into play. Due to them, you can automate the process of extracting values from your invoices that you receive in PDF, JPG or Doc format, and save all relevant variables in a Google Sheet. In a few quick steps, you’ll be …

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July, 2024 Product Updates: Automated use of Gemini, device management, Out-of-Office AutoReplies and more

Operationalize AI For Business , Product Updates

We’re thrilled to share our latest product updates for July ! Let’s walk through the exciting new actions, enhancements, and bug fixes we’ve implemented to make your experience even better. New Gmail Actions Gmail : Update Vacation (Out-of-Office AutoReply) Taking a break is just as important as working hard. When you’re on vacation, it’s essential …

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Automating Crisis Response: Lessons from the CrowdStrike Incident

General , IT Ops Automation , Zenphi Use Cases By Industry Or Role

What could companies that suffered have done better, and how can automation help mitigate the results of similar events in the future? Table of Contents CrowdStrike Incident: What Do We Know About It CrowdStrike Holdings, Inc. is an American cybersecurity technology company based in Austin, Texas. It provides cloud workload protection and endpoint security, threat …

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Employee Offboarding Checklist: A Must-Read For IT Teams Using Google Workspace

AI-Powered Workflows For HR , Google Drive Automation , IT Ops Automation , Zenphi Use Cases By Industry Or Role

Learn what steps the IT department has to perform to avoid being blamed for information leaks and ensure departing employees have no access to company’s data anymore.  Why Following An Employee Offboarding Checklist Employee offboarding is a critical process that demands mutual contribution from both HR and IT teams. For HR professionals, this might include …

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Google DLP: How To Automate File Permissions Change Audits

Google Drive Automation , IT Ops Automation , Zenphi Use Cases By Industry Or Role

Find out who changed file permissions in time and take necessary actions — Google Workspace security automation guide. Google Workspace is an exceptionally safe environment — many IT Directors choose Google Workspace for this very reason. It offers robust data security features and invests a lot to keep your data 100% safe in the cloud. …

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Create, Approve and Review Legal Contracts Using AI Automatically

AI Document Processing , Approval Workflows , Legal Documents Processing Flows , Operationalize AI For Business

Learn how to simplify your legal contracts workflow. A step-by-step guide on how to use Google Docs and AI to create, approve and review legal contracts.  Table of Contents Creating contracts is a crucial task for any Legal Department, and a part of the Legal Document Management system. At the same time, personalizing contracts can …

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Case Studies: Successful Implementation of AI Document Processing in Various Industries

AI Automation For Procurement , AI Document Processing , AI Enablement For Finance Teams , AI Enablement For Sales Teams , AI-Powered Workflows For HR , Automating Marketing With AI , Operationalize AI For Business

Considering implementing AI Document processing but not sure if it’s a good fit for your company? Read these case studies and learn what to expect as a project outcome. Table of Contents AI Document Processing vs Intelligent Document Processing AI Document Processing, also sometimes referred to as AI document workflow automation is actually the same …

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4 Functions of Accounts Payable and How to Automate Them

AI Document Processing , AI Enablement For Finance Teams , General , How-To

Learn how to set invoice processing and verification, payment processing, maintaining records, and vendor management on autopilot, eliminate errors, and save hours of working time. Table of Contents What are the 4 Functions of Accounts Payable? Accounts payable (AP) is a critical finance function in any business that deals with managing liabilities and processing outgoing …

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Automated Employee Onboarding: How To Extract Data From HRIS & Route To Relevant Channels

AI-Powered Workflows For HR , Zenphi Use Cases By Industry Or Role

Let us guide you through the automation of this process using the native Google Workspace environment (Gmail) and HRIS (the process is compatible with any system you use).  Table of Contents Why Automated Employee Onboarding Every company has its own onboarding protocols. They are always part of the human resources workflow. For example, some welcome …

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APP Defence Alliance Confirms Zenphi Platform’s Highest Security Level

General

Zenphi Platform Secures CASA Tier 2 Verification, Showcasing Industry-Leading Integrated Security. Zenphi, the #1 Google Workspace Automation no-code solutions provider, is proud to announce that we have achieved CASA Tier 2 verification. This recognition underscores our unwavering commitment to security, quality, and excellence in delivering services to our clients and partners. The CASA (Cloud Application …

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June, 2024 Product Updates: AI-Powered Document Translation, Flow Run Analysis & More

Operationalize AI For Business , Product Updates

Zenphi is excited to present a powerful AI-driven translation solution that can be leveraged now by every Zenphi user on the Pro plan and above. AI For Translation Zenphi’s powerful AI-driven translation solutions now support translating structured documents such as PDF’s, Microsoft Word, Excel, Powerpoint and Google Docs. The new actions are capable of translating …

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May, 2024 Product Updates: External Contacts Management, Add Watermarks & More

Operationalize AI For Business , Product Updates

Exciting new updates for the Zenphi platform that make the work of marketing, legal, IT, and HR teams much better and easier. Google Workspace External Contacts: Create, Update, Delete By default, Google Contacts will only list contacts from associated Google Workspace accounts (domain profiles); it will not list external contacts. However, there are many use …

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Intelligent Document Processing Tools: Most Affordable Options in 2025

AI Document Processing , General , Operationalize AI For Business

Intelligent document processing solutions suitable for businesses looking for cost-effective tools in 2025. Table of Contents In Finance, Business and Operation we all agreed with this obvious truth: traditional manual methods of handling documents are not only time-consuming and prone to errors but also costly in terms of labor and resources. This is where Intelligent …

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Case Study: Emerson College Strengthens Data Security with Zenphi

Automation In Education , Zenphi Use Cases By Industry Or Role, ,

The Challenge: Lack of auditing capabilities, tedious tasks of manual identification and notification of users having access to files created by another user who’s been suspended; native GAM capabilities didn’t allow to solve the problem. The Outcome: Improved security posture, enhanced IT Department efficiency (40 to 50 hours per workflow saved by reducing manual workload, …

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5 Best RPA Apps To Automate Your Processes In 2026

AI Document Processing , General , Operationalize AI For Business

Robotic Process Automation (RPA) has become a pivotal technology in streamlining business operations, driving efficiency, and reducing costs. As the demand for automation surges, choosing the right RPA solution becomes crucial. This blog post will explore the hottest RPA tools, breaking down their functionality, use cases, pricing, and peer reviews to help you select the …

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