HR Use Cases Archives

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

Ana from ZenphiHR 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. For example, some welcome newcomers with an onboarding kit that includes swag, a …

How add watermark to PDF automatically

RuzidaFinance 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 …

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

Fernanda LópezGoogle 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 …

How to use AI In HR Recruitment

RuzidaHow-To , HR Use Cases , Integrated AI Usage , zenphi Use Cases

A 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 …

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

Fernanda 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 …

Google Forms: How To Send Email On Submission Automatically

Ana from ZenphiEducation 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 …

Beyond the Basics: 5 Advanced ClickUp Automation Workflows

RuzidaFinance Use Cases , HR Use Cases , Sales Use Cases , zenphi Use Casesapproval workflow, ClickUp, project management

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 …

3 HR Workflow Automation Templates You Need to Try

RuzidaHow-To , HR Use Cases , zenphi Use CasesHR, nocode, templates, workflow automation

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 …

Streamlining Collaboration: 5 Ways to Automate Slack

RuzidaHR Use Cases , IT Use Cases , Sales Use Cases , zenphi Use Casesnocode, Slack, workflow automation

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, …

5 Ways to Automate Asana: Unleash Team Productivity

RuzidaHR Use Cases , IT Use Cases , Marketing Use Cases , Sales Use Cases , zenphi Use Casesasana, project management, task management

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 …