Create, Approve and Review Legal Contracts Using AI Automatically

Integrated AI Usage , Intelligent Document Processing , Legal Use Cases , zenphi 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 …

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

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Automated Accounts Payable: Step-By-Step Guide

Finance Use Cases , Integrated AI Usage , Intelligent Document Processing , zenphi Use Cases

A step-by-step guide on how to build automated accounts payable process using tools that you’re likely already using — like Google Sheets and Gmail. A detailed video tutorial below. Processing and approving invoices can be a time-consuming task. In this guide, you will learn how to streamline your accounts payable process using Zenphi’s AI tools …

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AI to extract data from PDF: Why Do You Need It And What Tools To Use

Finance Use Cases , Integrated AI Usage , Intelligent Document Processing , zenphi Use Cases

All you need to know about AI-driven data extraction solutions and process itself: why do you need it, the use cases and tools you might use. From invoices and receipts to new employee CVs and legal contracts, PDFs are widely used across various departments in every company.  However, in most cases, PDF is not the …

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3-Way Invoice Matching For Google Workspace Users

Finance Use Cases , Integrated AI Usage , Intelligent Document Processing , zenphi Use Cases

Learn how to automate one of the most important processes in accounts payable — 3 way invoice matching, using Google Sheets. Table of Contents What is 3-Way Matching Three-way matching is a crucial process in the finance world to ensure all invoices are verified and paid accurately. On average, accounts payable departments lose 5% of …

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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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Case Study: Emerson College Strengthens Data Security with Zenphi

Education Use Cases , zenphi Use Cases, ,

The Challenge: Lack of auditing capabilities, tedious tasks of manual identification and notification of users having access to files created by another user who’s been suspended; native GAM capabilities didn’t allow to solve the problem. The Outcome: Improved security posture, enhanced IT Department efficiency (40 to 50 hours per workflow saved by reducing manual workload, …

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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 DLP: How To Locate & Manage Files On Shared Drives Shared Externally

Google Drive , How-To , IT Use Cases , zenphi Use Cases

How to conduct detailed automated audits of files shared externally, ensuring that their data remains secure. Video tutorial below! Knowing who and when used information stored on shared drives and shared it with some external users is crucial for any organization’s data loss prevention strategy. As users create more and more files, more and more …

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