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 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 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 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 moreFive best practices in managing Google Apps for business. Step to take and outcomes to expect
Read moreHubSpot, a leading CRM platform, offers powerful automation features to help businesses optimize their marketing, sales, and customer service operations. However, there are instances where more complex, multi-step operations or integrations with other systems, such as Google Workspace, are required. This is where zenphi, a no-code process automation platform designed for Google Workspace, comes into …
Read moreRuzidaFinance 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 …
Read moreRuzidaHR 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, …
Read moreRuzidaHR 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 …
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