workflow and document management system

Effortless Document Handling and Workflow Automation

Seamlessly connect people, data and processes within the familiar Google Workspace environment
Emerson
Academies Trust
Sea6 Energy
Jelix
NYC
Socar
WIHER
Anywise
Lifebox
Daily Harvest
Campbell Uni
Tabby

Achieve More With Document management and workflow automation

Zenphi empowers teams with the tools to transform productivity by replacing repetitive tasks with easy to use automated document generation. Simply drag, drop, configure and make the most of your opportunities.
Achieve Your Team efficiency boost up to
double your processes scalability
Eliminate the risk of human error

Power any document workflow, error-free

Quickly generate, process and assemble your documents with Zenphi. Use templates to streamline the entire process, ensuring speed and precision.
Invoice Processing
Contracts Management
Purchase Order Automation
Sales Quotes Management
Form Automation
Claims Processing

Generate, update & process documents
in a fraction of the time

1. STREAMLINE YOUR DOCUMENT WORKFLOW FROM START TO FINISH

Take charge and automate repetitive document lifecycle management workflows, minimizing time-consuming manual touchpoints and the need for human intervention:

  • Extract data from various sources like Google Sheets, Salesforce, Typeform, Google Forms, or other documents
  • Generate documents from Google Docs, Slides, or Sheets templates 
  • Export to PDF, Microsoft Word, HTML, Open Office or EPUB
  • Merge Google Sheets into Docs
  • Merge multiple documents
  • Extract pages, merge & split your PDFs
  • Save documents or specific pages in a new location like Salesforce, Google Drive or Dropbox.

2. AUTOMATE YOUR ENTIRE DOCUMENT WORKFLOW

Automate any step before, during or after your document-related tasks with our document generation software. From document creation to redlining, editing, sending for approval, sending for e-signature with services like Docusign or Adobe Sign, and saving final copies in your centralized repository, set your repetitive document workflows on autopilot and connect them with any team in your business.

3. INTELLIGENT PROCESSING OF ANY INBOUND DOCUMENT

From invoices to custom digital forms, integrate our advanced AI models for Intelligent Document Processing (IDP), transforming how inbound documents are handled. Learn more about IDP.

Unsure About Zenphi's Value For Your workflow and document management system?

Some tools promise you a 3-year ROI. Use this simple calculator to see in how many weeks or months you can get there with Zenphi's Document Management & Automation Workflow Builder

Our Solution Integrates seamlessly with your existing tech stack

Leverage Flawless document generation & lifecycle
management for all teams

Enhancing workflows across all teams and departments, Zenphi’s flexible workflow builder lets you take charge and optimize any business process, no matter the complexity.

Human Resources

Automatically create & process documents like offer letters, employment contracts and performance reviews to enable accuracy and exceptional employee experiences.

Finance

Enable seamless invoice generation, expense reporting and more to minimize your risk of error, save time and ensure compliance standards are reliably met.

Sales

Spend more time on building relationships with automated generation of proposals, contracts, sales agreements, reports and client communications.

Legal

Maintain accuracy and minimize risk with automated contract, agreement and legal brief generation

Operations

Streamline operations & procurement workflows with automated purchase order generation and processing, RFPs, contracts and more.

why users love Zenphi

Not Your Average Document Management System

Zenphi is the only document automation software that seamlessly integrates document generation, processing, and assembly with powerful end-to-end workflow automation, all while providing an agile no-code experience and unmatched flexibility.

We'll Help You Get Started

Our dedicated Customer Success team and network of implementation partners ensure you're never alone when it comes to understanding how to make the most of your automation opportunities. Simply book a free, no-obligation call with one of our friendly Document Automation Software Experts. We'll help you get set up at no cost, and work with you to build your first automated flow.

How to automate document-centric processes across your business

Watch our on-demand webinar showcasing how to extract data from a document for use in another system, generating a new document and sending for e-signature, and more.

Talk to us

Book in a free, no-obligation call with one of our friendly Automation Experts.

Number of flows

3
1
The number of automated processes (flows) set up within your organization. Each flow usually corresponds to a specific process such as Employee Onboarding, Invoice Processing, Incident Reporting, or Externally Shared Files Auditing.

Number of flow runs/month

100
100
1000
The frequency at which each process (flow) is executed monthly. For example, if your organization processes 1000 invoices each month, the Invoice Processing flow runs 1000 times. Similarly, if you conduct an Externally Shared Files Audit daily, this flow runs 30 times in a month.

Your average employee salary (hourly rate, $USD)

$/h 25
The average hourly rate of the employees who would otherwise perform these tasks manually.

Your Savings

Total savings per month ($USD)

(15*[flow]*[runs]/60*[rate])-599

Payback period (days)

599/[savings]*22
* The ROI is calculated based on Zenphi’s Pro plan at $599 per month. It is estimated that each automated operation saves at least 15 minutes for an employee who would otherwise perform the task manually. This baseline of time savings helps project cost reductions; if automation saves more than 15 minutes per operation, your savings will be even greater.