Automating Your Incident Report Workflow on Google Workspace

Automating Your Incident Report Workflow on Google Workspace

How-To , HR Use Cases , Legal Use Cases , zenphi Use Cases, , , ,

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, , , ,

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

How-To , zenphi Use Cases, , , ,

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 …

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Automating Your Document Approval Workflow

How-To , Legal Use Cases , Marketing Use Cases , zenphi Use Cases, , ,

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 …

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Automate Your Supplier Invoice Approval Workflow on Google Workspace

How-To , Sales Use Cases , zenphi Use Cases, , ,

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 …

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Google Forms Workflow Automation and Approval Tasks

General , How-To , zenphi Use Cases, ,

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

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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 “Communication”, select “Send Email” …

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