Practical resources for teams building better processes with workflow automation and AI agents. Explore step-by-step guides, implementation playbooks, research and real-world workflow examples across IT, finance, HR, operations, security, healthcare, construction and more — each built to help you move from an automation idea to a process that runs in production.
Automation looks very different depending on the problem you’re solving. An IT team may need to automate access requests across several departments and approval structures. Finance may be looking at invoice approvals. Operations may be trying to connect AI to processes that still depend on email, spreadsheets, forms and manual follow-up.
This library brings those use cases together. Use the guides below to explore workflow patterns, see how other organisations approach automation, understand where AI agents fit, and find a practical starting point for your own team.
Best for: Construction operations, project managers, site teams and back-office staff.
Put AI to work on field reports, RFIs and subcontractor paperwork — the documents that move between the site and the office every day.
Read the GuideBest for: Operations leaders, workspace admins, IT, finance, HR, procurement and legal teams.
Build end-to-end operations where your team already works — approvals, HR, finance, procurement, legal and onboarding.
Get the PlaybookBest for: IT operations teams, admins, identity and access teams.
Automate the access work that begins after the account is created — groups, shared drives, delegated access and more.
Learn moreBest for: AI transformation teams, operations leaders, IT and business teams exploring production AI.
Ten practical ways to put AI agents to work across security, invoicing, support, procurement, HR and sales.
Get the HandbookBest for: IT and operations teams, admins, AI leads and non-developers deploying agents.
The decisions that matter before an agent goes live — architecture, access controls, governance and the AI agent stack.
Read the HandbookBest for: CIOs, CTOs, AI leaders and operations executives building the business case for AI.
Where AI is producing measurable business value — adoption benchmarks and where early adopters are winning.
Download the ReportBest for: Healthcare and homecare operations, IT, compliance, security and transformation teams.
Turn healthcare AI use cases into governed operational workflows — patient intake, compliance and claims.
Get the GuideBest for: IT, finance, HR, operations, procurement and teams still managing approvals by email.
Move approvals out of inboxes and into structured workflows — invoices, access requests, leave and vendors.
Download the GuideYou don’t need to start with a company-wide automation programme. Successful projects usually begin with one process that already creates visible friction: an approval that gets chased by hand, an access request that touches several systems, an invoice copied between tools, or an AI use case that works in isolation but still needs people to move the process forward.
Across the guides in this library, you’ll find examples of how to:
Use Zenphi to create AI workflows and governed agents across your business stack — with approvals, branching, integrations, human review and audit trails built into the process.
