Case Study: Transforming Business Processes in 75% Less Time Than Traditional ERPs

Finance Use Cases , IT Use Cases , Legal Use Cases , zenphi Use Cases, ,

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 …

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Beyond the Basics: 5 Advanced ClickUp Automation Workflows

Finance Use Cases , HR Use Cases , Sales Use Cases , zenphi Use Cases, ,

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 …

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6 Ways to Automate Trello and Boost Your Productivity

How-To , zenphi Use Cases, , , , ,

Task management tools like Trello are our trusty companions in the world of work, assisting us daily in the organization and streamlining of our projects. But what if you could make Trello even more efficient? Automation is the answer! While Trello offers some built-in automation features, they often come with limitations, especially when it comes …

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Case Study: Boosting Invoice Processing Efficiency by 600% With Automation

Finance Use Cases , zenphi Use Cases, ,

The Challenge: With a fast-growing business, manual invoice processes were holding operations back by consuming significant time, overtime, energy and costs for the team at H&H Purchasing. The Outcome: Through automation of their entire invoice processing system, the team now enjoy significant time and cost savings, greater accuracy, a 6-fold increase in invoice processing capacity, …

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Automate Purchase Order Processing with Google Forms and zenphi

Finance Use Cases , zenphi Use Cases, , , , , , ,

Purchase order management is a critical aspect of efficient procurement. In this hands-on guide, we’ll demonstrate how you can expedite and automate purchase order processing using Google Workspace tools like Forms, Sheets, Docs, and zenphi—a no-code business process automation platform designed for Google Workspace users. Automate Purchase Order Scenario Imagine a scenario where Company A …

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Streamlining Claims Processing: Automation with Google Workspace and AI

Industry , zenphi Use Cases, , , , ,

As an insurance specialist, you are well aware that efficient and accurate claims processing is paramount for delivering top-notch service to customers and staying ahead in the competitive market. As you delve into this article, it’s likely that you’ve experienced firsthand the challenges posed by manual claims processing – the time-consuming nature, susceptibility to errors, …

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3 HR Workflow Automation Templates You Need to Try

How-To , HR Use Cases , zenphi Use Cases, , ,

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 …

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Maximizing Efficiency in Real Estate: The Benefits of Property Management Automation

General , zenphi Use Cases

As the real estate industry continues to evolve, property managers are seeking innovative ways to improve operations, reduce costs, and enhance the resident experience. One of the most effective strategies is property management automation, which involves the use of technology to streamline day-to-day tasks and workflows. In this article, we’ll explore the benefits of such …

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3 Finance Process Automation Templates: Expense Reimbursement Template, Invoice Approval Template, and more

Finance Use Cases , How-To , zenphi Use Cases, , ,

As businesses strive to optimize their operations and maximize productivity, finance process automation has emerged as a game-changer. By harnessing the power of BPA (Business Process Automation) technology, organizations can streamline their financial workflows, eliminate manual errors, and achieve remarkable efficiency gains. One invaluable tool in this pursuit is the use of finance process automation …

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