Free ebook 22 pages — Build an AI Agent, Code-Free. Decisions, architecture, access controls
Get your free copy →
Guides & Playbooks

Guides & Playbooks For Google Workspace Automation

Practical resources for teams building better processes with Google Workspace, 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, and more. Each resource is built to help you move from an automation idea to a process that can actually run in production.

Start With The Process You Want To Improve

Automation looks very different depending on the problem you're solving. An IT team may need to automate access requests across multiple 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 in one place. Use the guides below to explore workflow patterns, see how other organizations approach automation, understand where AI agents fit, and identify a practical starting point for your own team.

Featured guides & playbooks

Featured Guides & Playbooks

Playbook
Best for: Operations leaders, Google Workspace admins, IT, finance, HR, procurement, and legal teams.

The Google-First Operations Playbook

Build end-to-end operations where your team already works — approvals, HR, finance, procurement, legal, and onboarding across Google Workspace.

Get the Playbook →
Guide
Best for: IT operations teams, Google Workspace admins, identity and access teams.

Beyond Provisioning. IT Requests Approvals Automation

Automate the access work that begins after the account is created — Groups, Shared Drives, delegated access, and more.

Learn more →
Handbook
Best for: AI transformation teams, operations leaders, IT, and business teams exploring production AI.

The AI Agent Handbook

10 practical ways to put AI agents to work across security, invoicing, support, procurement, HR, and sales.

Get the Handbook →
Technical Handbook
Best for: IT and operations teams, Workspace admins, AI leads, and non-developers deploying agents.

Build an AI Agent Code-Free

The decisions that matter before an agent goes live — architecture, access controls, governance, and the AI agent stack.

Read the Handbook →
Research Report
Best for: CIOs, CTOs, AI leaders, and operations executives building the business case for AI.

The ROI of AI

Where AI is producing measurable business value — adoption benchmarks and where early adopters are winning.

Download the Report →
Implementation Guide
Best for: Healthcare and homecare operations, IT, compliance, security, and transformation teams.

AI Implementation Guide for Healthcare & Homecare

Turn healthcare AI use cases into governed operational workflows — patient intake, compliance, and claims.

Get the Guide →
Guide
Best for: IT, finance, HR, operations, procurement, and teams still managing approvals through email.

Approval Workflows Automation

Move approvals out of inboxes and into structured workflows — invoices, access requests, leave, and vendors.

Download the Guide →

What Can You Learn From These Guides?

You don't need to start with a company-wide automation program. Most successful automation projects begin with one process that already creates visible friction: an approval that gets chased manually, an access request that touches several systems, an invoice that needs information 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:

Item 1
Design

Design workflows around Google Workspace

Item 2
Approvals

Automate multi-step approvals and routing

Item 3
AI Agents

Connect AI agents to real operational processes

Item 4
Governance

Build human review and governance into AI workflows

Item 5
IT Access

Automate IT access and employee lifecycle processes

Item 6
Documents

Handle documents, invoices, contracts, and structured data

Item 7
Integrations

Connect Google Workspace with external business systems

Item 8
Prioritize

Identify which workflow is worth automating first

Get started

Ready To Turn One Of These Ideas Into A Workflow?

Use Zenphi to create AI workflows and governed agents across Google Workspace and the rest of your business stack — with approvals, branching, integrations, human review, audit trails, and governed execution built into the process.