Generate, populate, and route documents automatically. Create consistent, compliant documents in seconds — without leaving your Drive.
Use Zenphi to automatically generate contracts from CRM data, auto-fill client details, route for approvals and signatures.
Build a workflow that would automatically create offer letters as soon as a contact moved to the Onboarding Folder or Google Group, generate and email NDAs without human intervention, create and enforce signature of the policy documents for new hires.
Leverage Zenphi’s capabilities to generate purchase orders or invoices from form or Sheet data, store and tag in Drive to be used automatically in two or three-way matching down the line.
Produce customized weekly reports from data in Sheets, from the Form submissions and Support tickets analysis, then email them to stakeholders automatically.
Use Zenphi to automatically automatically compile and file compliance or audit reports based on scheduled triggers.
Leverage Zenphi's in-built AI capabilities to process and analyse your deals' weekly data and generate, then email reports to your leadership.
While other platforms push you through chatbots and endless loops before reaching a real person, Zenphi takes a different approach. Our Customer Success team is always live — no bots, no scripted responses, no wasted time. Every support request is handled directly by a human expert who understands your workflows and can give you hand with them quickly.
Even though Zenphi allows you to embed AI in your operations, we believe some things should never be automated — like the way we support our customers.
Thanks to Zenphi, our compliance and data security protocols have improved by 100%. We are also saving now up to 40-50 hours per workflow, completely eliminating the need for manual file sharing audits.
Zenphi supports our IT operations, including user lifecycle management, very efficiently. We value its flexibility and adaptability to our needs. I would say that with Zenphi, as long as you know what you want, then you can create any workflow that suits your needs.
Previously we were forced to outsource our workflow of Invoice verification and processing overseas, but with Zenphi, we were not only able to bring it back in-house, we reduced our costs and decreased our processing time significantly.
Streamline your document generation, summarization and approvals, leveraging the powr of AI and Google Workspace.
Book in a free, no-obligation call with one of our friendly Automation Experts.
