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Documents are an integral part of our businesses. Many of our processes revolve around documents; invoices, contracts, offer letters, weekly reports, are just a few to name which our businesses rely on. With zenphi’s automated document processing, 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 – no code required.
With zenphi IDP, efficient management of any document is easy. Load data from various data sources like Google Sheets, Salesforce, Oracle Database, Smartsheets, and many more to dynamically generate documents like a pro.
Generate PDF, Google Docs, Google Sheets, Google Slides, Microsoft Word, Microsoft Excel, and Microsoft PowerPoint documents, with just a few drag and drops.
Add Document Approval steps with a simple drag and drop, get documents digitally signed, then save the documents to Google Drive, Salesforce, HubSpot and many more systems.
From simple single step document approvals to complex approvals involving multiple parties with redlining use cases, zenphi makes integrating approvals into your document workflow a breeze!
Simply drag, drop and configure to set your tasks on autopilot, with no coding required.
Here are some ways you can harness the power of AI using zenphi IDP & document workflow automation.
Use a Google Docs template to generate documents, store the generated document in Google Drive, export it to PDF, DOCX, HTML, etc.Â
Conditionally merge one or more documents into one. Add documents to the beginning, end, or a specific location in the master document.
Utilize zenphi’s built in e-signature capabilities to send the generated document to be electronically signed.Â
Easily insert/remove rows and 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 in only a few drags and drops.
Use Google Slides templates to create weekly reports, 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.
Your possibilities are endless, but here are some commonly used examples.
Load data from various systems like Google Sheets, Salesforce &Â Smartsheets, dynamically generate an offer letter using a Google Docs template, get it reviewed, approved and send it for Electronic Signature.
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 the customer for e-signing.Â
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.
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.
Schedule an obligation-free tailored demo with one of our friendly Automation Experts.
