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

AI Agent: 10 Practical Use Cases for 2026

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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6 Steps Of A Successful Business Process Audit

General

Efficient and well-structured business processes are essential for the success and growth of any organization. To ensure that these processes are optimized and aligned with organizational goals, businesses often conduct a thorough evaluation known as a business process audit. In this comprehensive guide, we will walk you through the six steps of any successful business …

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5 Ways To Automate Google Docs

How-To

If you’re someone who uses Google Docs regularly, you likely appreciate its ease of use to create, collaborate on, and share documents. Google Docs is actually a great cornerstone for your document management system. But if your job involves dealing with many documents daily, you’ve probably experienced the annoyance of having to complete repetitive tasks …

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Understanding Process Performance Metrics

General

When considering the pursuit of process optimization within an organization, one quickly realizes the paramount importance of having well-defined process metrics in place. Much like a skilled navigator relies on precise instruments to chart a course, businesses require clear process metrics to steer their operations toward enhanced efficiency, quality, and overall growth. In this article, …

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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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Automate Purchase Order Processing with Google Forms and Zenphi

AI Enablement For Finance Teams , Google Forms Automation , Zenphi Use Cases By Industry Or Role, , , , , , ,

In this hands-on guide, we’ll show how to automate purchase order processing using familiar tools—Google Forms, Sheets, Docs—and Zenphi, an AI-powered automation platform designed for building auditable workflows in Google Workspace.

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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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Google Drive Audits: Are Your Employees Sharing Files Externally? How To Reduce The Risks Of Data Leaks

Google Drive Automation , IT Ops Automation

A step-by-step guide on how to build an end-to-end automated process of external files sharing audits, including user notifications and tasks assignments. A detailed video tutorial below. Table of Contents Why Perform Audits? Google Drive is an incredible tool for document creation and sharing. Its simplicity, however, can lead to potential data sprawl, making it …

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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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Automated Accounts Payable: Step-By-Step Guide

AI Document Processing , AI Enablement For Finance Teams , Operationalize AI For Business , Zenphi Use Cases By Industry Or Role

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 …

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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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AI to extract data from PDF: Why Do You Need It And What Tools To Use

AI Document Processing , AI Enablement For Finance Teams , Operationalize AI For Business , Zenphi Use Cases By Industry Or Role

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 …

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3-Way Invoice Matching For Google Workspace Users

AI Document Processing , AI Enablement For Finance Teams , Operationalize AI For Business , Zenphi Use Cases By Industry Or Role

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 …

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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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How add watermark to PDF automatically

AI Enablement For Finance Teams , AI Enablement For Sales Teams , AI-Powered Workflows For HR , How-To , Legal Documents Processing Flows , Operationalize AI For Business , Use case , Zenphi Use Cases By Industry Or Role

A simple tutorial on automatically add watermark to PDF using Google Docs. Great for invoice processing, sales quotes generation and more. Table of Contents Creating an automated system for adding watermarks to PDF documents can significantly streamline various organizational processes, such as finance, legal, and sales operations. In this blog post, we’ll explore a specific …

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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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Automate upload to Google Drive: set emails attachments upload on auto-pilot

AI Enablement For Sales Teams , AI-Powered Workflows For HR , Google Drive Automation , IT Ops Automation , Legal Documents Processing Flows

Discover 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 …

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Mail Merge Google Sheets: How To Send Custom Emails From Sheets

AI Enablement For Sales Teams , AI-Powered Workflows For HR , Automating Marketing With AI , Google Sheets Automation , How-To , Operationalize AI For Business , Zenphi Use Cases By Industry Or Role

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 …

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Google DLP: How To Locate & Manage Files On Shared Drives Shared Externally

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

How to conduct detailed automated audits of files shared externally, ensuring that their data remains secure. Video tutorial below! Knowing who and when used information stored on shared drives and shared it with some external users is crucial for any organization’s data loss prevention strategy. As users create more and more files, more and more …

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Google DLP: “Zombie Drives” And The Price Of Overlooking Them

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

How 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 …

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April, 2024 Product Updates: New Monday.com Actions, and More

Operationalize AI For Business , Product Updates

Welcome to our April-2024 feature wrap-up! This month, we’re introducing exciting new integrations, enhanced actions, and features designed to elevate your Zenphi experience. New Monday.com Actions: Create & Update Subitem If you’re a Monday.com user, you know that the application doesn’t allow to automatically create and update subitems. All automations within Monday.com are structured around …

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Google DLP: How To Automate External File Sharing Audits on Google Drive

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

How automation can enhance your Google DPL (data loss prevention) strategy, and what tools you can use to achieve the best results. Table of Contents Google Workspace DLP Best Practices 101 For every Google Workspace user, no matter the industry or company size, Google Drive stands out as a budget-friendly and often irreplaceable tool for …

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5 Steps To Prevent Information Leaks in Google Workspace

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

Discover 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. …

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How to automate invoice processing and accounts payable process

AI Enablement For Finance Teams , AI Enablement For Sales Teams , Google Sheets Automation , How-To , Operationalize AI For Business , Zenphi Use Cases By Industry Or Role

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 …

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How To Revoke Access To Google Drive For Departing Employees

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

Discover 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. They are also most often a part …

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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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Google Sheets Email Automation

Automating Marketing With AI , Google Sheets Automation , How-To , Operationalize AI For Business , Zenphi Use Cases By Industry Or Role

How to use Google Sheets data to send emails automatically. Step-by-step guide for Google Sheets automation workflows with Zenphi. Table of Contents Why would you need to auto send email from Google Spreadsheet Sending out emails automatically using Google Spreadsheet data can be beneficial in many circumstances. Primarily, we’re discussing the process of automating your …

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Zenphi: Microsoft Power Platform for Google Workspace, Minus the Complexity

Zenphi Use Cases By Industry Or Role

In the landscape of digital transformation, the growing need for powerful process orchestration and automation platforms is undeniable. Microsoft Power Platform has been a go-to solution for many in the Microsoft ecosystem. However, for those immersed in the Google Workspace environment, Zenphi emerges as the perfect counterpart. Offering similar capabilities without the complexity, steep learning …

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Zenphi: Revolutionizing Process Orchestration for Google Workspace and Beyond

General , Operationalize AI For Business,

Exploring the landscape of business process automation, you’ll encounter a wide range of tools, and it’s not always straightforward to grasp their differences or determine the best fit for your needs. The ideal solution is one that ensures a smooth, end-to-end process flow with minimal manual intervention, seamless data integration, and significant time savings. While …

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Case Study: Efficiency, Compliance & Accuracy Boost For High School Planning Team

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

The Challenge: Manual data processing, scheduling and communication workflows put significant pressure on the planning team through the sheer volume of work required to maintain daily operations, school-wide. The Outcome: Through automation of planning, student management and communication processes, hours of manual work are saved every day, while simultaneously boosting accuracy and compliance. Industry: Education |  …

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November Product Updates: New Xero Actions, and More

Product Updates

Welcome to our November feature wrap-up! This month, we’re introducing exciting new integrations, enhanced actions, and features designed to elevate your zenphi experience.   New integration: Xero – Empower Your Finance Operations We’re thrilled to announce our new integration with Xero, designed to supercharge your finance operations. With these new actions, you can now seamlessly …

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Back-Office Automation: Your Roadmap to Business Excellence

Operationalize AI For Business , Zenphi Use Cases By Industry Or Role

The way back-office processes are handled directly impacts your organization’s overall performance. When these processes are streamlined and automated, they not only reduce costs and improve accuracy but also free up valuable human resources to focus on strategic initiatives that drive innovation and growth. In this article, we’ll explore what back-office automation is, its benefits, …

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StartUp Tech Stack: 6 Tools You Need to Power Your Operations

Zenphi Use Cases By Industry Or Role

Navigating day-to-day operations and fostering seamless collaboration within your startup team requires more than just hard work—it demands the right tech stack. Being familiar with startup environments ourselves, we’ve curated a list of tools that we use and love, designed to empower your operational success. 1. Google Workspace: The Only Collaboration Tool You Need in …

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Your VC Tech Stack: 10 Tools to Accelerate Success

General

A well-rounded VC tech stack can provide you with the tools needed to streamline operations, identify promising startups, and manage investments effectively. In this article, we will explore what a VC tech stack is, the different platform types required for a robust tech stack, and introduce ten essential tools with their key benefits. What is …

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4 Ways to Boost HubSpot Automation with Google Workspace

AI Enablement For Sales Teams , Automating Marketing With AI, , ,

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 …

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5 Procurement Automation Ideas for Google Workspace Users

AI Automation For Procurement , AI 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 vendor onboarding and contract management, can be complex and time-consuming when handled manually. However, advancements in technology have opened …

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

AI Enablement For Finance Teams , IT Ops Automation , Legal Documents Processing Flows , Zenphi Use Cases By Industry Or Role, ,

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 …

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5 Digital Transformation Tools to Accelerate Your Business

General

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 …

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10 Top Google Forms Alternatives: Elevate Your Data Collection

Google Forms Automation,

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 …

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QuickBooks Automation: 5 Scenarios to Transform FinOps

AI Enablement For Finance Teams, , , , ,

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 …

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

Product Updates, ,

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, …

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Beyond the Basics: 5 Advanced ClickUp Automation Workflows

AI Enablement For Finance Teams , AI Enablement For Sales Teams , AI-Powered Workflows For HR , Zenphi Use Cases By Industry Or Role, ,

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 …

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6 Ways to Automate Trello and Boost Your Productivity

How-To , Zenphi Use Cases By Industry Or Role, , , , ,

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 …

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Case Study: AI Document Processing And Invoice Processing Automation In Procurement

AI Automation For Procurement , AI Document Processing , AI Enablement For Finance Teams, ,

The Challenge: With a fast-growing business, manual invoice processes were holding operations back by consuming significant time, overtime, energy and costs for the team at H&H Purchasing. The Outcome: Through automation of their entire invoice processing system, the team now enjoy significant time and cost savings, greater accuracy, a 6-fold increase in invoice processing capacity, …

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Case Study: Automating Key Processes for National Distribution Company

Zenphi Use Cases By Industry Or Role

The Challenge Creating efficiencies throughout the Technical Project team’s workflows to minimize their backlogs while providing quality, consistent experiences for all suppliers. The Outcome By improving their processes through automation, this client has reduced costs,  improved supplier satisfaction and increased employee efficiency through operational excellence. Industry: Distribution | Employees: 10,000+ | Stores: 185+ | Using …

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August Product Updates: New Salesforce and Google Sheets Actions, Step References, and More

Product Updates

Join us as we explore August updates at zenphi and their potential to reshape your workflow automation journey. From empowering granular control over Google Sheets to elevating the Flow Designers experience these enhancements accelerate your path towards streamlined, efficient operations. Enhanced Salesforce Integration: Now with File Management We’ve listened to your feedback and are excited …

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7 Key Things to Ensure No-code Governance Across Large Organizations

General , IT Ops Automation, ,

In response to the surging need for streamlined business process automation, no-code platforms have emerged as remarkable solutions. These platforms empower non-technical employees and business users to create applications without the need for traditional coding skills. While this democratization of technology brings undeniable benefits, it also poses challenges, particularly in large organizations with diverse teams …

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What is Process Management and Why It’s Crucial for Organizational Success

General,

Imagine process management like a well-maintained highway system for a business. Just as roads connect cities and ensure smooth travel, process management connects various tasks and departments, paving the way for efficient operations. Without it, an organization could experience traffic jams of inefficiency and detours away from success. In this article, we’ll explore what process …

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10 Workflow Automation Examples for IT Teams

How-To , IT Ops Automation, , ,

Historically, IT teams have taken the lead in boosting efficiency and productivity across organizations. Now, there’s a rising star in their toolkit: no-code workflow automation. Its growing popularity is well-deserved, as it simplifies processes, eliminates manual tasks, and gives a boost to operational efficiency. In this article, we’ll explore a range of workflow automation examples …

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Streamlining Claims Processing: Automation with Google Workspace and AI

Industry , Operationalize AI For Business , Zenphi Use Cases By Industry Or Role, , , , ,

As an insurance specialist, you are well aware that efficient and accurate claims processing is paramount for delivering top-notch service to customers and staying ahead in the competitive market. As you delve into this article, it’s likely that you’ve experienced firsthand the challenges posed by manual claims processing – the time-consuming nature, susceptibility to errors, …

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July Product Updates: Streamline Google Sheets Workflow with New Actions, Experience Enhanced zenphi Forms, and Handle Errors Smarter

Product Updates, ,

Greetings! We hope you had a productive month. July was another busy month for our team, focusing on another bunch of feature updates designed to make your automated processes even more powerful. Our aim is to free up your time and resources, allowing you and your team to focus on the human side of work …

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Accounts Payable: Invoice Processing Made Smarter

AI Enablement For Finance Teams , Operationalize AI For Business

In any business, managing accounts payable efficiently is crucial for maintaining smooth financial operations. One essential aspect of accounts payable is invoice processing. Invoice processing is the method by which businesses handle incoming invoices from vendors or suppliers. Efficient invoice processing is essential to ensure timely payments, avoid late fees or penalties, maintain strong vendor …

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Achieve Peace of Mind with 5 Google Workspace Security Best Practices

IT Ops Automation, ,

For every Google Workspace Administrator out there, ensuring the security of your organization’s data is of utmost importance. While basic security measures like strong passwords and two-factor authentication are well-known, there are more powerful solutions available to secure your Google Workspace users and data. In this article, we will explore five Google Workspace security best …

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3 HR Workflow Automation Templates You Need to Try

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

As HR specialists, you are all too familiar with the myriad critical tasks that define a typical day in your team’s operations. From seamlessly preparing new team members for their first day to ensuring they have all the necessary resources, to managing and approving time-off requests, your responsibilities are vast. It’s not uncommon to wish …

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Enabling Confirmation Emails in Google Forms: Unlocking Advanced Options with zenphi

How-To,

With its cost-effective, user-friendly, and powerful features, Google Forms is great at collecting information from customers, teammates, students, and more. While it excels at its core functionality, there are times when you want to expand its capabilities by incorporating confirmation emails. Whether it’s receiving email notifications for new responses or sending personalized confirmation emails to …

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5 Long-Term Workflow Automation Benefits: Future-proofing Your Organization’s Success

General

Did you know that 57% of employers aim to use automation to enhance productivity? However, the benefits of automation extend far beyond just improving productivity; they can be instrumental in driving long-term success for your organization. In this article, we will explore five compelling long-term workflow automation benefits that are worth considering when contemplating the …

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IT Operations Automation: A Key Strategy for Maintaining Customer and Employee Satisfaction

IT Ops Automation, ,

In an era of economic uncertainty, businesses face the challenge of making strategic investments that will yield long-term growth and profitability. One area that consistently proves to be a wise investment is customer and employee satisfaction. According to a study conducted by Harvard Business Review, companies that prioritize customer satisfaction experience a 10-15% increase in …

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June Product Update: New Slack actions, Signature Support in zenphi Forms and More

Product Updates, , , ,

Get ready to supercharge your automated workflows with this month’s power-packed updates! We’ve been hard at work expanding integration possibilities and simplifying your daily automation activities. So let’s jump right in! 1. New Slack Actions: Elevate Your Group Management We’ve expanded our automation capabilities with Slack. Previously, you could automate channel and user management. Now, …

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Automate PDF Generation: Export Google Form Responses to PDF and Simplify Your Workflow

How-To, , , ,

If you’re searching for a method to automatically generate PDF documents based on responses from Google Forms, you’ve come to the right tutorial. In this guide, we will explore the capabilities of zenphi, a powerful no-code process automation platform built specifically for Google Workspace. Not only will we learn how to automatically export Google Form …

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Maximizing Efficiency in Real Estate: The Benefits of Property Management Automation

General , Zenphi Use Cases By Industry Or Role

As the real estate industry continues to evolve, property managers are seeking innovative ways to improve operations, reduce costs, and enhance the resident experience. One of the most effective strategies is property management automation, which involves the use of technology to streamline day-to-day tasks and workflows. In this article, we’ll explore the benefits of such …

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3 Finance Process Automation Templates: Expense Reimbursement Template, Invoice Approval Template, and more

AI Enablement For Finance Teams , How-To , Zenphi Use Cases By Industry Or Role, , ,

As businesses strive to optimize their operations and maximize productivity, finance process automation has emerged as a game-changer. By harnessing the power of BPA (Business Process Automation) technology, organizations can streamline their financial workflows, eliminate manual errors, and achieve remarkable efficiency gains. One invaluable tool in this pursuit is the use of finance process automation …

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Streamlining Collaboration: 5 Ways to Automate Slack

AI Enablement For Sales Teams , AI-Powered Workflows For HR , IT Ops Automation , Zenphi Use Cases By Industry Or Role, ,

Effective communication and collaboration are essential for maintaining team productivity. As a Slack user, you are well aware of the platform’s ability to facilitate seamless teamwork. However, manually managing Slack channels, notifications, and workflows can be tedious and error-prone. Thankfully, there is a solution: business process automation (BPA). By harnessing the power of BPA tools, …

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Process Automation in Insurance: Benefits, Trends, and Examples

General , Industry

In the insurance industry, process automation has become a game-changer in improving operational efficiency, reducing costs, and enhancing customer service. As an insurance industry professional, you are likely aware of the manual processes, inefficiencies, and complexities that can hinder your operations and lead to delays, errors, and non-compliance issues. Process automation can help address these …

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5 Ways to Automate Asana: Unleash Team Productivity

AI Enablement For Sales Teams , AI-Powered Workflows For HR , Automating Marketing With AI , IT Ops Automation , Zenphi Use Cases By Industry Or Role, ,

Asana is a powerful task and project management tool that helps teams collaborate and stay organized. However, manually managing tasks, projects, teams, and users in Asana can be time-consuming and prone to human error. That’s where zenphi – the best no-code process automation platform for Google Workspace comes in – offering automation capabilities that can …

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5 Business Process Automation Examples Every Zenphi User Should Try

Zenphi Use Cases By Industry Or Role

No-code process automation has revolutionized how teams achieve efficiency and productivity. By embracing automation, businesses can optimize their workflows, save valuable time, and significantly cut operational costs, gaining a distinct advantage in today’s dynamic business environment. As a zenphi user, you have the advantage of leveraging a robust platform that empowers you to automate a …

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May Product Update: New Dropbox and Google Drive Actions, Upgraded PDF Functionality, BigQuery Integration, and More

Product Updates, , , ,

We are excited to share the latest enhancements that will take your automation experience to new heights. This month, our focus has been on empowering your file and document management capabilities through new integrations, upgraded actions, and streamlined functionalities. Additionally, we have incorporated tools to ensure a seamless and effortless automation design process. Join us …

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7 Proven Productivity Tools for Project Management: Save Hours of Work

General , IT Ops Automation,

Project management is a vital skill for successful teams. With projects becoming increasingly complex, professionals are constantly on the lookout for the best productivity tools for project management that can streamline workflows and foster collaboration. The market is saturated with numerous project management solutions, making it overwhelming to find the right fit. That’s why instead …

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Boost Your Process Performance: 10 Time-Saving zenphi Features You Need to Try

General , How-To, ,

Automation has become the cornerstone of efficient business processes, unlocking unprecedented levels of productivity and time savings. With zenphi, a cutting-edge no-code process automation platform built specifically for Google Workspace, you have the power to revolutionize the way you work. Whether you’re a newcomer to the platform or a seasoned user, these 10 game-changing zenphi …

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Automate Google Workspace Signature Management: A No-code Approach

Automating Marketing With AI , How-To , IT Ops Automation , Zenphi Use Cases By Industry Or Role,

As a Google Workspace administrator, you can streamline your organization’s email communication and promote consistency by automating the management of email signatures. Manually informing each employee to update their signature and monitoring their progress can be a cumbersome task, especially for larger organizations. With Google Workspace signature management automation, you can create a signature template …

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5 ways to automate Google Slides with zenphi

How-To

Google Slides is an excellent tool for creating visually appealing presentations. However, if your job requires creating a multitude of presentations and multiple parties are involved in the process, it can become time-consuming and inefficient. Fortunately, there are tools available that can help automate some of the more tedious tasks, allowing you to focus on …

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5 Ways to Boost Your Sales as a Google Workspace Partner

General

As a Google Workspace partner using the Sell Engagement Model, your success depends on your ability to effectively sell and promote Google Workspace solutions to your clients. While Google Workspace is a powerful platform that can significantly improve productivity, collaboration, and communication for businesses of all sizes, selling it can be a challenging task. In …

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Unlocking Growth: No-Code Process Automation in the Food and Beverage Industry

General , Zenphi Use Cases By Industry Or Role

In recent years, the food and beverage industry has seen significant growth and innovation, with new trends and technologies emerging to meet changing consumer demands. One of the most exciting developments in this space is the emergence of no-code process automation tools, which are transforming the way food and beverage companies operate. No-code process automation …

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Automate Google Calendar with zenphi: 6 Time-Saving Examples

How-To , Zenphi Use Cases By Industry Or Role, ,

If your business is using Google Calendar to organize staff vacations, meetings, and other activities, you’ll be happy to know that many mundane tasks can be completed more quickly with a bit of automation. In this article, we’re discussing how zenphi – the best no-code process automation platform for Google Workspace – can help automate …

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Unlocking Efficiency: The Power of Electronic Signature Automation for Streamlining Business Operations

AI Enablement For Sales Teams , AI-Powered Workflows For HR , Legal Documents Processing Flows

Electronic signatures, also known as e-signatures, have become increasingly popular in recent years due to their convenience, security, and efficiency. With the rise of remote work and the need for digital transformation, e-signatures are an essential tool for businesses of all sizes. In this article, we will discuss what e-signatures are, how they can help …

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Azure Automation Made Easy: 5 Workflows to Streamline Your Tasks

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

Azure Active Directory (Azure AD) is Microsoft’s cloud-based identity and access management service. It’s a powerful tool for managing user identities, access to resources, and ensuring security in the cloud. However, managing Azure AD can be a time-consuming task, particularly when dealing with large numbers of users, groups, and applications. This can create challenges for …

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Automation: Your Ticket to Growth in an Uncertain Economy

General

In times of an uncertain economy, organizations face significant challenges in maintaining profitability while simultaneously pursuing growth. One key strategy that companies should consider is automation. However, the process of implementing automation can be daunting, especially for companies with limited IT resources. In this article, we will discuss different ways companies can start with automation …

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IT Process Automation: 5 Use Cases to Boost Productivity

IT Ops Automation , Zenphi Use Cases By Industry Or Role

In the world of IT, automation is gaining popularity as businesses look for ways to streamline their processes and reduce costs. For any IT department, manual processes represent a significant challenge, taking valuable IT staffers off mission-critical projects and bogging them down with stress-inducing administrative tasks. This is where IT process automation comes in. In …

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Google Sheets Automation: 3 Proven Ways To Get Started

How-To

Automating Google Sheets – one of the most popular tools in the Google Workspace suite – can help you save time by eliminating repetitive and manual tasks, such as data entry, data cleansing, document generation, and more. Automation will also help reduce errors by ensuring consistency and accuracy across your spreadsheets. In this article, we …

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AppSheet Automation: Two No-Code Ways to Power Up your Apps

IT Ops Automation , Zenphi Use Cases By Industry Or Role

AppSheet is a popular no-code platform that enables users to build custom mobile applications. With its intuitive interface and powerful features, AppSheet has become a favorite among businesses and organizations looking to create applications quickly and easily. In this article, we’ll explore two ways to power up your AppSheet apps through automation. 1. Built-In AppSheet …

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Apps Script for Loop: A Beginner’s Guide, Plus an Alternative

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

Google Apps Script is a platform for developing applications that integrate with various Google services such as Google Drive, Sheets, and Gmail. One of the most commonly used features in Google Apps Script is the “for loop”, which is a control structure used for iterating over a sequence of values. The “for loop” is an …

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5 Gmail Automation Tips for Google Workspace Admins

Automating Marketing With AI , IT Ops Automation , Zenphi Use Cases By Industry Or Role

Managing Gmail activities is an essential, but often tedious, part of IT administrators’ work routines. Keeping user email signatures up-to-date and consistent, assigning new employees with correct filters and labels, and performing other small but time-consuming tasks can quickly build up and interfere with other projects that you juggle day to day. Sure, you can …

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No-Code Automation: The Key To Cost-cutting Without Layoffs

General

According to a recent forecast from the World Bank, the global economy is close to falling into recession. The pandemic has already significantly wreaked havoc on the economy, triggering a wave of layoffs and business closures. As companies struggle to stay a float, reducing costs has become a top priority. Traditionally, cost-cutting measures have included …

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Enterprise Workflow Automation: A Comprehensive Guide

Zenphi Use Cases By Industry Or Role

In today’s ever-changing business landscape, organizations are continually seeking out innovative ways to make their operations more efficient and to maximize their productivity. One way to achieve this is through enterprise workflow automation. By automating repetitive, time-consuming, and error-prone tasks, businesses can increase efficiency, reduce costs, and improve the overall quality of their work. Enterprise workflow …

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No-code Workflow Automation in Healthcare with Google Workspace: A Roadmap for Success

Zenphi Use Cases By Industry Or Role

In recent years, the healthcare industry has been undergoing a digital transformation. With the rapid advancement of technology, healthcare organizations are now looking for ways to streamline their processes and make their operations more efficient. No-code workflow automation is a solution that can help healthcare organizations achieve this goal. In this article, we will cover …

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Automate Your Employee Offboarding Process on Google Workspace

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

Employee offboarding is an important process for any business. It can have a greater impact on overall organization security and efficiency than one might think. If offboarded incorrectly or not in a timely manner, former employees and contractors may still have access to sensitive data, putting your organization’s security at risk. Additionally, you may still …

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Tips For Creating Killer Workplace Documentation in Google Workspace

Zenphi Use Cases By Industry Or Role

This article was written by Scott Donald: Google Workspace Developer, Google Developer Expert, and Google Champion Innovator. Oftentimes when your organization generates workplace documentation like policies, guides, and training materials those files are shared and embedded in other documents, sites, and locations across your Google Workspace ecosystem. Even your organization’s staff may have their own …

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What is Workflow Automation?

Zenphi Use Cases By Industry Or Role

Workflow automation is a strategy for replacing paper-based and manual processes with digital tools, often via the use of a single platform that integrates with existing systems. Workflows are essentially the series of tasks that need to be completed in order to conclude a process. Automating these workflows can free up employees’ time so they …

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Artificial Intelligence in Business for Google Workspace Users

AI Enablement For Sales Teams , AI-Powered Workflows For HR , Automating Marketing With AI , General , IT Ops Automation , Legal Documents Processing Flows , Zenphi Use Cases By Industry Or Role

The rise of artificial intelligence in business presents a huge opportunity for companies of all types. From boosting efficiency, increasing revenue, uncovering new opportunities for growth, and helping minimize risk, intelligent automation brings with it the potential for big benefits. And if you’re a Google Workspace user, getting started with AI is probably easier than …

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Intelligent Document Processing for Google Workspace Users

AI Document Processing , AI-Powered Workflows For HR , Legal Documents Processing Flows , Zenphi Use Cases By Industry Or Role

Documents are paramount to any organization’s workflow. However, 75% of the data is primarily in an unstructured format that first needs to be systematized. This is why companies today are trying to find ways to map this overwhelming amount of information. Obviously, there is an increased need for better-functioning data search technology. Especially, in light …

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IT Process Automation (ITPA): A Practical Guide

General , IT Ops Automation

IT process automation is on the fast track owing to the tremendous advancements in artificial intelligence (AI), robots, and business process management. According to Gartner, 69% of day-to-day managerial work will be entirely automated by 2024. The good news is automation is industry agnostic, meaning everyone can make the most of it. This is excellent …

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How To Beat Repetitive Tasks (A Step-By-Step Guide)

General , How-To

We do repetitive tasks every single day, whether we realize it or not. They’re not only time-consuming but also can prevent you from achieving the bigger picture of your work. These small menial tasks can create big problems for your team and company in the long run as a lack of efficiency and missing deadlines. …

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Start small and finish big; the key to successful process automation

General , How-To, , , , , , , ,

We assume that you accept that, thanks to process automation, your employees need less time, make fewer mistakes, and your organization performs better.  Now, where do you start, and how do you finish process automation successfully?  Start small and finish big!  The pitfall of a big and bold challenge! No doubt you have read that …

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Resolve your Staff Shortages with No-Code Process Automation

General, , , , , ,

“Colleague Wanted” is a common refrain among employers today.  At the end of Q3 2021, there were 126 jobs for every 100 job seekers in the European Union! In other words, there is an apparent labour shortage in almost all business sectors.  While this may be good news for job seekers, it certainly creates problems.  …

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Why should you automate your processes at all?

General, , , , , ,

Every organization strives for satisfied customers, satisfied employees, and operational efficiency. That is not news, but in 2022 it is challenging given the enormous shortage of experienced employees. That is where process automation comes in handy; it can perform all or part of tasks that people do. It increases productivity and quality, and lowers operating …

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Automate Schools COVID Contact Tracing Process on Google Workspace

How-To , Zenphi Use Cases By Industry Or Role, , , , ,

It’s been a little over two years since our lives have been impacted by Coronavirus. It has impacted the way we live, the way we work, the way we communicate. Most companies and schools were well positioned to transition to fully digital a lot faster, thanks to platforms like Google Workspace. However, the Covid situation …

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Three Ways to Automate your Processes

General, , , , , ,

Digitization is more topical than ever. Companies large and small automate their processes to increase customer satisfaction, reduce employee workload, and lower operational costs. In the past, there were two ways to do this: traditional (custom) software development or implementing an off-the-shelf software package.  Recently, companies have turned to Low-Code and No-Code process automation to …

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The Future of Learning is Digital

Zenphi Use Cases By Industry Or Role

Many countries feared that the global pandemic would put their education system in danger. In 2020, statistics by Unicef showed that more than one billion children were at risk of falling behind academically due to school closures and learning barriers. Fortunately, technology was able to bridge this gap, utilizing all its developments in the last …

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Automate Google Workspace License Management Workflow

Zenphi Use Cases By Industry Or Role, ,

Onboarding and offboarding staff is a very common process in organizations. That’s why those are amongst the most used use cases in process automation. However, there are still companies which have not fully automated their offboarding process or there are situations where the offboarding does not cover revoking licenses assigned to users.That means the company …

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Automate Your Supplier Invoice Approval Workflow on Google Workspace

AI Enablement For Finance Teams , Approval Workflows, , ,

A step-by-step guide on automating supplier invoice approval using familiar and simple tools — Gmail and Google Sheets. Can save your Finance team up to 20h a week! Table of Contents Supplier invoicing is one of the many and recurring business processes that take place in a business setting. AccountingTools define supplier invoice as: “The …

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AppSheet vs zenphi

Zenphi Use Cases By Industry Or Role, , , ,

AppSheet vs zenphi AppSheet + zenphi What are the differences between AppSheet and zenphi? We get this question a lot from our partners and customers, and rightly so. It’s mainly because of the recent marketing activities that Google has been doing around AppSheet.However, from my view the question is how AppSheet and zenphi complement each …

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Benefits of Gamifying Learning on Google Workspace for Education and Automate It

Automation In Education , How-To , Zenphi Use Cases By Industry Or Role, ,

Are you looking to make distance learning for your students more interesting? If yes, then consider gamifying learning methods for them. Gamified learning is easy if you are using Google Workspace for Education. Also, automating your gamified activities helps you save time and effort. Imagine creating fun learning activities for your students minus the usual …

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How Google Workspace for Education and zenphi Enables Schools to Go Paperless

Automation In Education , How-To , Zenphi Use Cases By Industry Or Role, , ,

It is an undeniable fact that the world is going digital more and more every single day. Digitalization has become vital when it comes to getting things done. Whether as an organization or as a small team, digitizing has allowed us to deal with tasks faster. And Google has long taken up the challenge of …

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Automating All Process Types with Google Workflow

General , How-To , Zenphi Use Cases By Industry Or Role, ,

If you want a productive and high-performing team, then incorporate Google workflow automation into your daily operation.  For over a decade, Google has created some of the most well-known productivity and collaboration tools available in the market. You can access and use Google Apps such as Gmail, GDrive, Docs, Sheets, Slides, and more for free. These …

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How Schools and Universities Can Benefit from Automating Online Consent Forms within Google Workspace for Education

Automation In Education , How-To , Zenphi Use Cases By Industry Or Role, , , , ,

Do you know what happens when you automate online consent forms within Google for Education platform? You give parents and guardians a faster and easier method to sign a consent form. The sooner the signed consent forms come in, the more time you have to devote to planning the activity. Parent(s) consent forms have been around …

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How School Administrators and Teachers Can Benefit from Google Workspace for Education Workflow Automation

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

Do you want to make distance learning easier for your teaching staff? Then buckle up because Google Workspace for Education can help. With Google workflow automation, your teaching staff can focus more on teaching. As authorities in charge of educating young, brilliant minds, school administrators and teachers have their plates full of responsibilities. And the …

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A Guide to Remote Learning with Google Workspace for Education

Automation In Education , How-To , Zenphi Use Cases By Industry Or Role, , ,

The education sector is among those that are hit the most by the COVID-19 pandemic. And with no clear signs of easing down, schools are turning to remote learning to quickly adapt. Online learning platforms such as Google Workspace for Education have grown in demand ever since. Remote learning with Google Workspace for Education enables …

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Do More When You Automate Google Workspace for Education Workflows

Automation In Education , How-To , Zenphi Use Cases By Industry Or Role, , , , ,

When you automate your Google Workspace for Education workflows, you’re future-proofing your operations. As an account administrator, automating your existing Google Workspace Workflows helps boost your teams’ productivity 10x. This way, they can focus on things that matter because most of the mundane and repetitive tasks are taken care of. Does creating an individual file folder …

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Workflow Automation for Google Forms and Google Sheets

Automation In Education , General , Google Forms Automation , Google Sheets Automation , How-To, , , ,

How do you remove the manual and mundane process of updating your spreadsheets? One way of doing that is by using Google Forms to Google Sheets automation. Boost Your Productivity with Forms to Sheets Automation Google Workspace hosts some of the most popular and well-loved digital productivity apps. And Google Forms and Google Sheets are …

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How to Automate Your Google Apps Workflows for Faster Approval

Approval Workflows, , , ,

Google Workspace, formerly known as G Suite, was Google’s answer to Microsoft’s Office 365. Over the years, Google Workspace was able to establish itself as one of the well-loved productivity platforms out there — the over six million paying businesses that use Google Workspace out of the over two billion active users have spoken. Over …

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How To Automate Workflows Using No Code Business Automation

General , How-To, ,

Code vs. No Code Workflow Automation for Google Workspace The business landscape is an ever-changing canvass of new best practices and cutting-edge tools. With the increase in demand for productivity, efficiency, and low-cost business operations, IT solutions providers are coming up with ways to meet these expectations. They are coming up with platforms and tools …

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Automating City Council Feedback/Complaint Workflow

How-To , Zenphi Use Cases By Industry Or Role, , , ,

Every organization and establishment faces various challenges, and LGU offices and city councils are no exemption. These challenges were made even worse when COVID-19 hit and put the entire world at a standstill. It made us reconsider how we execute our daily operations. Public offices had to slow down even while work piles up. Local …

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Connect Any System to zenphi Using Webhooks and HTTP Trigger to Automate Your Workflows

How-To , Zenphi Use Cases By Industry Or Role,

In today’s world, a typical workplace uses quite a few systems on a daily basis. That means our processes normally involve more than one system. When it comes to Automating your processes you sometimes may need to start a zenphi Flow based on an event in another system. That system could be your own in-house …

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How to Import JSON Payload into Google Sheets

How-To , Zenphi Use Cases By Industry Or Role, , , ,

When requesting data from APIs and other internet-based apps, it is given in the form of a Json payload. That payload will be in its static form containing the headers and the rest of the information you’ve requested. Whether you have encountered Json payload in the past or going to in the future, looking at …

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Automating Your Incident Report Workflow on Google Workspace

AI-Powered Workflows For HR , How-To , Legal Documents Processing Flows , Zenphi Use Cases By Industry Or Role, , , ,

Automating incident report workflow on G Suite can bring you a lot of advantages. Incidents happen in and around the workplace. And when they do, it is bound to interrupt some parts of your business operation. Incidents also may or may not incur injury or loss and/or damage to company property. The former may lead …

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How to Use the Google Sheets Lookup Row(s) Action

General , How-To , Zenphi Use Cases By Industry Or Role, , , ,

When automating our workflows on Google Workspace, we heavily rely on Google Sheets to store data and also to lookup reference data. Say you want to look up customer information by customer id. We usually store customer information in a sheet and will need to scan through the Id column to find a match. The …

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5 Crucial Features of Google Workspace (formerly G Suite) that Will Help you Optimize your Business

General

  Workflow automation is essential in improving efficiency, reducing costs, increasing return on investments (ROI), and optimizing your business. One of the leading productivity suites today helps businesses to seamlessly collaborate  is Google Workspace. A CNBC report revealed that over six million businesses are currently using the Workspacebundle.  A significant reason for this growth is …

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Dynamically Generate Google Slide Using Google Sheets Data and Export it to PDF

How-To , Zenphi Use Cases By Industry Or Role, , , ,

Automatically turning a set of data from one file to another can save you and your team untold amounts of time, not to mention how it will innovate and speed up several areas of your daily automation operations. Data entry is such a huge part of every business. That is why it is no surprise …

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Google Forms Workflow Automation and Approval Tasks

Approval Workflows , Google Forms Automation , Google Sheets Automation , How-To, ,

The world we move in revolves heavily around data. In the modern business world, data is the driving force behind impactful and cutting-edge decisions. Trends and statistics are both closely monitored and analyzed so we can incorporate them seamlessly into business strategies and processes. Given how vital data is to business, experts have poured time …

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Google Workflow Automation Made Easy by zenphi

General , How-To , Zenphi Use Cases By Industry Or Role,

Google Workspace offers a host of productivity and collaboration tools that a lot of us love using for personal and business purposes. In a business setting, we can integrate these tools simultaneously within a process, depending on our needs.  However, most of the time we need to orchestrate our processes to make these systems talk …

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Perform Mail Merge and Send Emails on G Suite Using Gmail Send Email Action

How-To, , , , , ,

In this document we cover how you can configure and send emails using zenphi’s Send Email Action. To know more about sending email using zenphi’s Send Email Action, please check this document. Please note that Gmail daily limits  and zenphi tier limits apply to this action. From under the “Gmail” box in the actions set, …

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Google Workspace (formerly G Suite) No Code Workflow Automation Platform

General, , ,

Automating your business process is both a matter of staying competitive and establishing an efficient and sustainable business operation. If you and your team love using Google tools as part of your everyday business operations, it will be more logical and efficient to implement Google Workspace (formerly g suite) automation as much as possible. Before, …

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Perform Gmail Mail Merge with Google Sheets

How-To , Zenphi Use Cases By Industry Or Role, , , , , ,

One of the most popular tasks in Gmail is performing Mail Merge. There are many ways to perform Mail Merge, and also many good tools out there to perform this. Some require Apps Script/some don’t. At zenphi we have tried to make performing Mail Merge as powerful and yet painless as possible. Like everything else …

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Automate Issuing Australian COVID-19 Permitted Worker Permit on G Suite

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

Resources: Permitted Worker Permit for Full Time Employees(Google Docs) Permitted Worker Permit for Part Time Employees(Google Docs) Employees Schedule (Google Sheets) zenphi Flow For Generating Worker Permits As part of the constant battle against COVID-19, and considering the recent rise of the number confirmed cases in Victoria, Australia, the state government has put in place Stage 4 …

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Generate and Email Personalized Work From Home Agreement Document to Employees – Part 2

AI-Powered Workflows For HR , Legal Documents Processing Flows , Zenphi Use Cases By Industry Or Role

In the Part 1 of this series we showed you how you can dynamically generate documents based on a Google Docs template using the data read from a Google Sheets spreadsheet. In this part, we show you how you can perform a Mail Merge using zenphi. We will generate a customized email for each employee …

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Generate and Email Personalized Work From Home Agreement Document to Employees – Part 1

AI-Powered Workflows For HR , Legal Documents Processing Flows , Zenphi Use Cases By Industry Or Role

In this tutorial, I will explain how you can generate a personalized document where we get the values from a Google Sheets file using zenphi. For this scenario, we will dynamically generate a personalized Work From Home Agreement document based on a Google Docs template document. We will then store the generated file on Google …

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Automate your G Suite employee onboarding process

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

Create an automated and customised process that ticks every box of the onboarding journey from the moment a new team member is invited to join your organisation, including getting hiring manager’s approval, provisioning a new user in G Suite, generating an offer letter, email creation, manager meetings ,etc. For this solution we are using Google …

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