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October Product Updates: New Actions, Improved File Management, and More

We’re thrilled to introduce our latest product updates for October. Let’s walk through the new and updated actions, as well as Flow Designer enhancements that we’ve rolled out over the past month. 1. New action: Convert File Contents to String This new action allows you to convert file contents to a string, with encoding options …

4 Ways to Boost HubSpot Automation with Google Workspace

RuzidaAI Enablement For Sales Teams , Automating Marketing With AIGoogle Forms, Google Sheets, HubSpot, typeform

HubSpot, a leading CRM platform, offers powerful automation features to help businesses optimize their marketing, sales, and customer service operations. However, there are instances where more complex, multi-step operations or integrations with other systems, such as Google Workspace, are required. This is where zenphi, a no-code process automation platform designed for Google Workspace, comes into …

5 Procurement Automation Ideas for Google Workspace Users

RuzidaAI Enablement For Finance Teams

Reliable procurement processes are critical to business operations running smoothly, making it important for procurement teams to continually look for ways to enhance their workflows and drive better results. These processes, from purchase order approval to supplier onboarding and contract management, can be complex and time-consuming when handled manually. However, advancements in technology have opened …

Case Study: Transforming Business Processes in 75% Less Time Than Traditional ERPs

Sarah MortonAI Enablement For Finance Teams , IT Ops Automation , Legal Documents Processing Flows , Zenphi Use Cases By Industry Or Rolecase study, finance automation, invoice processing

The Challenge: Manual workflows overwhelmed the the team with the sheer volume of repetitive work, lack of visibility, reduced security and regular inaccuracies slowing down progress during a period of growth. The Outcome: Through automation of key accounts payable, IT security and approval processes, the team enjoy significant time savings, increased accuracy and visibility, and …

5 Digital Transformation Tools to Accelerate Your Business

RuzidaGeneral

If your organization has embarked on the path of digital transformation, it’s crucial to focus on selecting a powerful suite of tools to accelerate your transformation efforts. A well-chosen tech stack has the potential to streamline your operations, foster collaboration, elevate customer experiences, and enhance various other aspects of your business. In this article, we …

10 Top Google Forms Alternatives: Elevate Your Data Collection

RuzidaGeneralGoogle Forms, typeform

Google Forms has long been a popular choice for creating online surveys, quizzes, and forms due to its simplicity and integration with Google Workspace. However, there are many situations where you may want to explore alternative form-building platforms, either due to specific feature requirements, design flexibility, automation, or integration capabilities. In this article, we’ll introduce …

QuickBooks Automation: 5 Scenarios to Transform FinOps

RuzidaAI Enablement For Finance TeamsGmail, Google Drive, Google Forms, Google Sheets, invoice processing, QuickBooks

QuickBooks, a powerful accounting software, is essential for businesses of all sizes to manage their finances efficiently. While QuickBooks offers a wide range of features to streamline financial processes, automation takes it to the next level. In this article, we’ll explore the benefits of QuickBooks automation, the best approaches to implement it, and five scenarios …

September Product Updates: New QuickBooks and ClickUp Integration, Email Templates, and More

RuzidaProduct UpdatesClickUp, Gmail, QuickBooks

Optimizing your finance, project management, and collaboration workflows just got easier with our latest September updates: 1. Introducing QuickBooks Integration Empowering finance teams, this integration bridges the gap between workflow automation and financial management, eliminating manual data entry and minimizing the risk of errors. With zenphi’s QuickBooks integration, you can automate various crucial financial tasks, …

Beyond the Basics: 5 Advanced ClickUp Automation Workflows

RuzidaAI Enablement For Finance Teams , AI Enablement For Sales Teams , AI-Powered Workflows For HR , Zenphi Use Cases By Industry Or Roleapproval workflow, ClickUp, project management

ClickUp, with its goal of offering a centralized platform for task and project management, is designed to enhance team organization and productivity. While it does provide automation capabilities, these might fall short when dealing with complex multi-step processes. In this article, we’ll explore five ClickUp automation workflows that can be constructed using zenphi, a no-code …

6 Ways to Automate Trello and Boost Your Productivity

RuzidaHow-To , Zenphi Use Cases By Industry Or RoleGoogle Drive, Google Forms, Google Sheets, project management, task management, Trello

Task management tools like Trello are our trusty companions in the world of work, assisting us daily in the organization and streamlining of our projects. But what if you could make Trello even more efficient? Automation is the answer! While Trello offers some built-in automation features, they often come with limitations, especially when it comes …