Employee Offboarding Checklist: A Must-Read For IT Teams Using Google Workspace

Google Drive , HR Use Cases , IT Use Cases , zenphi Use Cases

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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Automated Employee Onboarding: How To Extract Data From HRIS & Route To Relevant Channels

HR Use Cases , zenphi Use Cases

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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How add watermark to PDF automatically

Finance Use Cases , How-To , HR Use Cases , Integrated AI Usage , Legal Use Cases , Sales Use Cases , Use case , zenphi Use Cases

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

Google Drive , HR Use Cases , IT Use Cases , Legal Use Cases , Sales Use Cases

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

Google 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 …

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Google Forms: How To Send Email On Submission Automatically  

Education Use Cases , How-To , HR Use Cases , Integrated AI Usage , Marketing Use Cases , zenphi Use Cases

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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How To Revoke Access To Google Drive For Departing Employees

Google Drive , HR Use Cases , IT Use Cases , zenphi Use Cases

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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Beyond the Basics: 5 Advanced ClickUp Automation Workflows

Finance Use Cases , HR Use Cases , Sales Use Cases , zenphi Use Cases, ,

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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