A step-by-step guide on how to build automated accounts payable process using tools that you’re likely already using — like Google Sheets and Gmail. A detailed video tutorial below. Processing and approving invoices can be a time-consuming task. In this guide, you will learn how to streamline your accounts payable process using Zenphi’s AI tools …
Read moreFernanda LópezFinance Use Cases , Integrated AI Usage , Intelligent Document Processing , zenphi Use Cases
All you need to know about AI-driven data extraction solutions and process itself: why do you need it, the use cases and tools you might use. From invoices and receipts to new employee CVs and legal contracts, PDFs are widely used across various departments in every company. However, in most cases, PDF is not the …
Read moreFernanda LópezFinance Use Cases , Integrated AI Usage , Intelligent Document Processing , zenphi Use Cases
Learn how to automate one of the most important processes in accounts payable — 3 way invoice matching, using Google Sheets. Table of Contents What is 3-Way Matching Three-way matching is a crucial process in the finance world to ensure all invoices are verified and paid accurately. On average, accounts payable departments lose 5% of …
Read moreDiscover how to optimize your workflow by automating the process of saving and uploading attachments from your incoming Gmail emails on Google Drive for further use. Table of Contents One of the most common tasks for anyone in IT, Marketing, HR or Legal Department is going through attachments they receive through their email and saving …
Read moreFernanda LópezGoogle Sheets , How-To , HR Use Cases , Integrated AI Usage , Marketing Use Cases , Sales Use Cases , zenphi Use Cases
A step-by-step guide on how to send custom emails to your customers, employees and vendors using Gmail and Google Sheets (and — maybe — some trending hot features like generative AI) ! When Do You Need Google Mail Merge? It is no surprise that mail merge using Gmail and Google Sheets can significantly enhance various …
Read moreHow overlooking “zombie drives” can breach your Google Workspace security, and how to manage them properly within your Google DLP strategy. Table of Contents What Are “Zombie Drives” “Zombie” drives, often referred to in the context of Google Workspace and similar platforms, are Shared Drives (formerly known as Team Drives) that no longer have any …
Read moreDiscover how to ensure your data security on Google Workspace in just 5 easy steps. Prevent information leaks to external users automatically. In the realm of IT administration, safeguarding data is paramount. However, the tasks designed to fortify data security can often seem like a monotonous maze, fraught with human errors and potential information breaches. …
Read moreFernanda LópezFinance Use Cases , Google Sheets , How-To , Integrated AI Usage , Sales Use Cases , zenphi Use Cases
Step-by-step tutorial on the most budget-friendly accounts payable workflow. How to automate invoice processing, handle accounts payable automation, unstructured data extraction and routing using Ai and Gmail. If your goal is to build a resilient profitable business, streamlining operations is crucial for efficiency and growth. One area ripe for optimization is intelligent invoice processing and …
Read moreDiscover how to streamline user deprovisioning processes for Google Workspace, enhancing your data security and deploying data loss prevention measures. A must-have workflow for Google admins. Table of Contents Why automate the way you revoke Google Drive access Offboarding tasks can consume valuable time for Google Workspace admins. Revoking access to confidential information as well …
Read moreGoogle Sheets is a powerful tool for building workflows. Which means, you can automate many of the tasks that you generally perform on Google sheets in a manual way. The great thing with Google Sheets is that anything repetitive and cumbersome about them can be automated. And we’re not talking copy-pasting formulas. We’re referring to …
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