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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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 …
Read moreA simple tutorial on how to harness an AI-driven candidate sourcing. A great use case of AI technology in recruiting that you can implement today in 6 easy steps Table of Contents No one would argue that finding the right talent for a business is critical. However, if you’re a fast-growing company or have a …
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 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 …
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 moreHow 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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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 …
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 moreA step-by-step guide on how to automate a task of sending emails (like Thank You emails) using your company’s Gmail account and AI.
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