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 …
Read moreWorkflow 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 Google …
Read moreWhy do I need to do this? In order to align with the security restrictions Google has put in for Gmail to enable businesses to operate more securely, we have disable Gmail Trigger, and a few Gmail actions by default. In order to enable Gmail features in zenphi, your or the administrator of your Google …
Read moreVira TalingtingHow-To , zenphi Use Casesgenerate and export file automatically, Google Sheets, Google Slides, google workflow automation, workflow automation
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 operations. Data entry is such a huge part of every business. That is why it is no surprise for …
Read moreVira TalingtingHow-To , Legal Use Cases , Marketing Use Cases , zenphi Use Casesapproval workflow, Google Docs, google workflow automation, workflow automation
In a business setting, one of the most frequent and recurring tasks that you can observe is document approval. As a zenphi content writer, it is my daily task to draft our blog post and request my editor’s approval. This used to be one of our most tedious processes with one too many back and …
Read moreVira TalingtingHow-To , Sales Use Cases , zenphi Use CasesGoogle Sheets, nocode, process automation, workflow automation
Supplier invoicing is one of the many and recurring business processes that take place in a business setting. AccountingTools define supplier invoice as: “The bill issued by a vendor for goods delivered or services rendered to a customer. The recipient of a supplier invoice issues its own invoices to its customers, and so may refer …
Read moreThe 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 …
Read moreGoogle 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 …
Read moreThe more we reduce ourselves to machines in the lower things, the more force we shall set free to use in the higher.” Anna Brackett By Merriam-Webster Dictionary definition, a workflow is: For those who are just starting, this very definition can be confusing. Workflow? Process? I was also just as confused as you right …
Read moreSending emails as part of processes is one of the most common actions. in zenphi there are two ways to perform Mail Merge and send emails: Send using Gmail Send Email Action: Send email through your own Gmail address or one you have access to Chose the email alias to send from Dynamically configure To, …
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