Intelligent Document Processing (IDP)

Documents are an integral part of our businesses.  A lot of our processes revolves around documents; invoices, contracts, offer letters, weekly reports, are just a few to name which our businesses rely on. With zenphi you can easily automate your Document Centric processes end to end in matter of hours, instead of months.

Harness the power of AI for Intelligent Document Processing (IDP) with just a few drag and drops.

End to End Document Lifecycle Management Workflow

Load data from various data sources like Google Sheets, Salesforce, Oracle Database, Smartsheets, and many more

Dynamically generate documents like a pro!

Generate PDF, Google Docs, Google Sheets, Google Slides, Microsoft Word, Microsoft Excel, Microsoft PowerPoint documents, with just a few drag and drops.

Add Document Approval steps with a simple drag and drop.

Get documents digitally signed 

Save the documents to Google Drive, Salesforce, HubSpot and many more systems.

Document Workflow for Google Drive

Powerful, Yet Easy Document Approval

From simple single step document approvals to complex approvals involving multiple parties with redlining use cases, zenphi make integrating approvals into your document workflow a breeze!

All with a few drag and drops. No coding required.

Rich Feature Set

here are some of the ways to harness the power of AI using zenphi

Document Generation

Use a Google Docs template to generate documents, store the generated document in Google Drive, export it to PDF, DOCX, HTML, etc. 

Document Assembly

Conditionally merge on or more documents into one. Add documents to the beginning, end, or a specific location in the master document.

Integrated E-Sign

Utilize the built in e-signature capabilities of zenphi to send the generated document to be electronically signed. 

Dynamic Tables Using Sheets

Easily insert/remove rows, update cells to generate tables in Google Sheets. Harness the power of Google Sheets to conditionally format your table, and add the table to a Google Docs template. All with a few drag and drops.

Slides Generation

Use Google Slides templates to create weekly report, quotes, progress reports, export them to PDF, PPTX, etc., and save them on Google Drive.

With zenphi’s document AI solutions and advanced IDP capabilities, you can unlock insights from digital and scanned documents to enhance your workflows without the need to resort to manual work or expensive RPA solutions.

Sample Use Cases

possibilities are endless, but here are some examples

Employee Onboarding

Load data from various systems like Google Sheets, Salesforce, Smartsheets, dynamically generate offer letter using a Google Docs template, Get it reviewed, approved and send it for Electronic Signature.

Sales Quote Generation

Submit a sales quote generation request using Google Forms, generate quote items table using a Google Sheets template, add the generate template to a Google Docs template and send it to customer for e-sign. 

Legal Contract Approval

Conditionally assemble multiple documents into one to generate a contract, harness the power of State Machine to create a Document Approval Loop, and use the built in E-Sign capabilities to collect legally binding signatures.

SAP Work Order Processing

Use Document AI to extract information for SAP Work Orders, check inventory for parts, find acceptable replacement parts, calculate the time required to complete the job, and Assign Tasks to employees or contractors to fulfil the  job.