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.
Rich Feature Set
here are some of the ways to harness the power of AI using zenphi
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
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.