[Free eBook] How To Setup AI Agents In Google Workspace Code-Free

AI Agents & Workflows
AI Workflow Automation For Google Workspace

Zenphi is the only platform built natively for the Google ecosystem, giving you the fastest way to design and manage secure AI workflows and AI agents using the tools you’re already using — Gmail, Google Calendar, Drive, Sheets, Slides, and more.

Emerson
GFS
Google
Daily harvest
Academies Trust
Campbell Uni
Tabby
Sea6 Energy
Jelix
NYC
Socar
WIHER
Anywise
Lifebox

end-to-end process automation. with AI built-in and a blazing time-to-value

"AI" is everywhere right now. AI Agents, AI automation, AI workflows. It's a lot of talk. But does it actually impact your bottom line? We won't promise you a miracle. But we can commit to what we’ve seen our customers achieve time and time again:
Team efficiency & productivity Goes up to
Processes scalability almost doubles
Human error Risks Are Eliminated

One Platform. Endless Possibilities.

From data extraction to document processing, to complex approval workflows and AI agents issuing real-time alerts — Zenphi has all the capabilities to help you design and manage smart, efficient and  scalable automations.

Design & Manage AI Agents Code-Free
Process and Understand Data Automatically
Generate and Manage Business Documents
Handle Approvals with Precision and Flexibility
Build Any Workflow In Minutes With An AI Automation Assistant
Connect Everything, Everywhere

Automate any Workflow In Minutes, Not months

Zenphi allows you to automate any business process and build advanced AI agents, achieving results in days, not months

Automated Workflows

IT & HR

Employee Onboarding & Offboarding

Automate the entire employee lifecycle—from provisioning accounts and granting system access to scheduling first-day tasks. When offboarding, instantly revoke access, reassign files, and notify relevant teams—ensuring compliance and security.

HR & CS

Survey Collection & Analysis

Automatically collect survey responses from customers or employees, categorize feedback using AI sentiment analysis, and generate actionable insights. Trigger follow-up actions based on responses, such as scheduling a call or sending a thank-you email.

Finance

Account Payable Automation

Create a custom flow for invoice processing—from three-way matching of invoices, purchase orders, and receipts to sending invoices for approval. Add a PAID watermark, update records, and automatically email the vendor with confirmation—creating a fully streamlined process from invoice receipt to payout.

Finance

Expense Reimbursement Processing

Simplify expense reporting by automatically extracting data from receipts, matching expenses to company policies, and routing requests for approval. Once approved, trigger reimbursement payments and update records accordingly.

Operations

Purchase Order Automation

Streamline the entire purchase order lifecycle—from request submission to approval and fulfillment. Automatically validate PO details against budgets, route approvals to the right stakeholders, generate purchase order documents, and notify vendors upon approval. Sync PO records with accounting systems and ensure seamless tracking from request to payment.

HR

CV Analysis & Recruitment

Automate the recruitment process by analyzing CVs and cover letters with AI to assess skills, experience, and job fit. Automatically rank candidates based on predefined criteria, send rejection emails to unqualified applicants, and schedule interviews for top candidates—all while updating HR records for seamless tracking.

Legal

Document Generation

Auto-generate contracts, proposals, reports, and other critical documents using dynamic templates. Pre-fill fields with CRM or HR data, route documents for approval or e-signature, and securely store them in Google Drive or another repository

Legal

Inbox Automation

Automatically monitor incoming emails, extract key data from attachments (like PDFs), and route information into the right workflows. Use AI to classify messages, trigger actions like approvals or data logging, and ensure nothing important slips through the cracks.

IT

IT Asset & Access Management

Automate provisioning and deprovisioning of access to apps, shared drives, and systems based on role changes or employee status. Ensure compliance with security policies by tracking and auditing permissions in real time.

IT & HR

Employee Onboarding & Offboarding

Automate the entire employee lifecycle—from provisioning accounts and granting system access to scheduling first-day tasks. When offboarding, instantly revoke access, reassign files, and notify relevant teams—ensuring compliance and security.

HR & CS

Survey Collection & Analysis

Automatically collect survey responses from customers or employees, categorize feedback using AI sentiment analysis, and generate actionable insights. Trigger follow-up actions based on responses, such as scheduling a call or sending a thank-you email.

Finance

Account Payable Automation

Create a custom flow for invoice processing—from three-way matching of invoices, purchase orders, and receipts to sending invoices for approval. Add a PAID watermark, update records, and automatically email the vendor with confirmation—creating a fully streamlined process from invoice receipt to payout.

Legal

Document Generation

Auto-generate contracts, proposals, reports, and other critical documents using dynamic templates. Pre-fill fields with CRM or HR data, route documents for approval or e-signature, and securely store them in Google Drive or another repository

Legal

Inbox Automation

Automatically monitor incoming emails, extract key data from attachments (like PDFs), and route information into the right workflows. Use AI to classify messages, trigger actions like approvals or data logging, and ensure nothing important slips through the cracks.

IT

IT Asset & Access Management

Automate provisioning and deprovisioning of access to apps, shared drives, and systems based on role changes or employee status. Ensure compliance with security policies by tracking and auditing permissions in real time.

Finance

Expense Reimbursement Processing

Simplify expense reporting by automatically extracting data from receipts, matching expenses to company policies, and routing requests for approval. Once approved, trigger reimbursement payments and update records accordingly.

Operations

Purchase Order Automation

Streamline the entire purchase order lifecycle—from request submission to approval and fulfillment. Automatically validate PO details against budgets, route approvals to the right stakeholders, generate purchase order documents, and notify vendors upon approval. Sync PO records with accounting systems and ensure seamless tracking from request to payment.

HR

CV Analysis & Recruitment

Automate the recruitment process by analyzing CVs and cover letters with AI to assess skills, experience, and job fit. Automatically rank candidates based on predefined criteria, send rejection emails to unqualified applicants, and schedule interviews for top candidates—all while updating HR records for seamless tracking.

AI Agents

Data Intake

Field Intelligence Agent

Build an agent from scratch that serves as the "ears" of your operation. By connecting Google Voice transcripts to Gemini-powered analysis, you can design a workflow that automatically extracts Site IDs and issue severity from unstructured field notes. This agent can be programmed to bypass standard queues and trigger emergency escalations to a Safety Director’s mobile device the moment a high-risk event is detected

HR & IT

HR & IT Lifecycle Agent

Automate the "Manual Tax" of administrative routing by building an agent that handles the end-to-end employee lifecycle. From the moment a new hire is flagged, your custom agent can provision accounts in the Google Admin Console, set granular folder permissions in Drive, and manage group memberships. This allows you to recapture hundreds of hours of administrative time while ensuring 100% compliance with your internal security protocols.

Procurement

Smart Categorization Agent

Move from reactive sorting to proactive, rule-based automation by analyzing incoming emails and form submissions (like claims, requests, tickets, etc), categorizing them based on sentiment analysis, as well as policies around urgency rules, and routing automatically to a relevant track – for example, High-Risk Track vs Efficiency Track.

Facilities

Intelligent Accounts Payable Agent

Turn your inbox into an automated engine. Using Zenphi’s AI models, you can build a workflow that extracts data from unstructured invoice PDFs and validates them against your other data points (POs, budget logs, etc.). If the data matches, the agent would initiate a multi-stage approval chain. Once approved, it can automatically generate a task for Finance.

Healthcare

Multi-Stage Approval Agent

Automate complex, data-driven decisions—such as cross-referencing requests against live project budgets in Google Sheets and dynamically routing interactive approval tasks to the correct manager based on your Google Workspace OUs. The agent can be set up to handle high-risk escalations in real-time while ensuring that once a final approval is granted, all downstream tasks—like generating Purchase Order PDFs and filing them in Shared Drives—happen autonomously.

Document Flow

Document Validation Agent

Leverage AI for real-time analysis of incoming files (Gmail attachments, Drive files, Google Forms). Let AI verify that all required fields are filled, signatures are present, and the data matches your predefined business rules. If the agent detects a missing signature or an incorrect file type, it would draft and email, instantly notifying the sender exactly what needs to be fixed. Only when the document is validated as "complete", the agent would trigger the next stage (generate a Purchase Order, onboard a user, etc.)

Operationalize AI for Business

From automating invoices to orchestrating multi-agent workflows—discover how AI can work for you.
This free guide walks you through proven strategies used by leading enterprises and fast-growing SMEs to turn AI from a buzzword into real business impact.

Human Support, Always Live

While other platforms push you through chatbots and endless loops before reaching a real person, Zenphi takes a different approach. Our Customer Success team is always live — no bots, no scripted responses, no wasted time. Every support request is handled directly by a human expert who understands your workflows and can give you hand with them quickly.

Even though Zenphi is an AI enablement platform, we believe some things should never be automated — like the way we support our customers. 

Why Customers Love Us

Real Companies, Real Results: See How Businesses Are Unlocking Efficiency and Driving Growth with AI-Powered Process Automation

Exploring the ways to leverage AI automation and AI agents for your business? See Zenphi In Action

If you're still unsure, if you hesitate, if you're just exploring, or if you've already figured out exactly what you need — let’s talk.
  • See how other leaders do it

    We share best practices! Use this meeting to see how we helped other leaders to leverage the AI boom and design workflow automations that actually moved the needle.

  • Understand pricing

    Zenphi offers flat, operation-based pricing that scales with your workflows — not per seat.

  • Use case walkthrough

    During the call, we’ll evaluate your use case and provide tailored guidance on how Zenphi can address your requirements.

Learn how businesses are transforming with Zenphi

Data Intake AI Agent

250 hours/month and $320,000 saved on claims processing

Approval AI Agent

$942,000 saved by the Finance team due to automating approvals

IT Ops Workflows

IT Team reduced ticket requests by 83% in several months

FAQ

In many tools, a “workflow” is just a simple 1-2 step automation. However, with Zenphi, the line disappears. Because our workflows can be built to handle your entire operation—from “wall-to-wall”—they effectively function as AI agents. Whether it is a single task or a complex, multi-stage process, the system acts as an intelligent coordinator for your business.

AI is not a “magic button” for SEO, and even an AI agent for Google Workspace environment can’t help you with that. It’s not like Google would value you more if you’re using AI workflow automations connected to their native environment. You don’t get benefits from Google for using Google Drive, do you? What an AI agent like the one built with Zenphi can do is handle some important aspects of content creation: automating content approvals, summarizing key take-aways from your customer meetings transcripts and offering blog posts ideas. As all automations, the workflow will also create the consistency required to improve your standing over time.

AI agents aren’t here to replace your team; they are here to take over the ‘busy work.’ They handle the high-volume tasks, so your staff can spend their time on something more important. Can an AI agent help you cut costs? Absolutely! But not due to laying out half of your team. Some automations would help you save by just avoiding budget leakages, like in this use case. Others would just allow to scale operations without additional overhead, like in Tavezio’s case. 

 

This is why we prioritize “human-in-the-loop” design. You can set up your AI workflows in Zenphi so that for any critical action—such as approving a budget or sending a contract—the flow would pause and wait for a human to review and authorize the step. You remain in control of the final output.

Security depends entirely on where your data lives. Because Zenphi is built natively on Google for Google, your data never leaves your secure Google Workspace environment to be processed by an external, third-party service. It maintains the same enterprise-grade security you already trust.

You don’t need to write a single line of code or be an AI specialist to use Zenphi. We built the platform with a “no-code” approach, meaning you can design complex AI workflows using a simple drag-and-drop interface. If you can map out your business process on a whiteboard, you can build it in Zenphi.