Sales Use Cases Archives

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 …

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 …

How to automate invoice processing and accounts payable process

Fernanda 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 …

3 Google Workspace Approval Workflows To Save Time and Money

RuzidaFinance Use Cases , General , How-To , Sales Use Cases , Use case

Five best practices in managing Google Apps for business. Step to take and outcomes to expect

4 Ways to Boost HubSpot Automation with Google Workspace

RuzidaMarketing Use Cases , Sales Use CasesGoogle Forms, Google Sheets, HubSpot, typeform

HubSpot, 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 …

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 …

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 …

Unlocking Efficiency: The Power of Electronic Signature Automation for Streamlining Business Operations

RuzidaHR Use Cases , Legal Use Cases , Sales Use Cases

Electronic 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 …