Learn how to build set-and-forget automated workflow for business proposal approvals that involves Sales, Product, Finance and legal teams. Table of Contents Approval Workflow Steps Every sales proposal sent to clients has the potential to land a big deal. That’s why it’s crucial to have a proper internal proposal review and approval process. Without it, …
Read moreAna from ZenphiApproval Workflows , Integrated AI Usage , Intelligent Document Processing , Legal Use Cases
Learn how to simplify your legal contracts workflow. A step-by-step guide on how to use Google Docs and AI to create, approve and review legal contracts. Table of Contents Creating contracts is a crucial task for any Legal Department, and a part of the Legal Document Management system. At the same time, personalizing contracts can …
Read moreRuzidaFinance 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 …
Read moreDiscover 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 …
Read moreSarah MortonFinance Use Cases , IT Use Cases , Legal Use Cases , zenphi Use Casescase study, finance automation, invoice processing
The Challenge: Manual workflows overwhelmed the the team with the sheer volume of repetitive work, lack of visibility, reduced security and regular inaccuracies slowing down progress during a period of growth. The Outcome: Through automation of key accounts payable, IT security and approval processes, the team enjoy significant time savings, increased accuracy and visibility, and …
Read moreElectronic signatures, also known as e-signatures, have become increasingly popular in recent years due to their convenience, security, and efficiency. With the rise of remote work and the need for digital transformation, e-signatures are an essential tool for businesses of all sizes. In this article, we will discuss what e-signatures are, how they can help …
Read moreRuzidaGeneral , HR Use Cases , IT Use Cases , Legal Use Cases , Marketing Use Cases , Sales Use Cases , zenphi Use Cases
The rise of artificial intelligence in business presents a huge opportunity for companies of all types. From boosting efficiency, increasing revenue, uncovering new opportunities for growth, and helping minimize risk, intelligent automation brings with it the potential for big benefits. And if you’re a Google Workspace user, getting started with AI is probably easier than …
Read moreDocuments are paramount to any organization’s workflow. However, 75% of the data is primarily in an unstructured format that first needs to be systematized. This is why companies today are trying to find ways to map this overwhelming amount of information. Obviously, there is an increased need for better-functioning data search technology. Especially, in light …
Read moreRuzidaHow-To , HR Use Cases , Legal Use Cases , zenphi Use CasesGoogle Forms, Google Sheets, google workflow automation, incident report workflow, workflow automation
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 …
Read moreIn the Part 1 of this series we showed you how you can dynamically generate documents based on a Google Docs template using the data read from a Google Sheets spreadsheet. In this part, we show you how you can perform a Mail Merge using zenphi. We will generate a customized email for each employee …
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