From employees onboarding to invoice approvals, Zenphi automates repetitive tasks and optimize workflows for greater efficiency and accuracy of your business operations.
Automatically categorize tickets based on urgency, issue type, and historical patterns. Apply sentiment analysis to prioritize critical cases. Route tickets to the right department or technician instantly — all in one smooth workflow.
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.
Automatically extract invoice data from emails, PDFs, or scanned documents using AI-driven OCR to identify key details and cross-check with PO. Route invoices for review, automatically classify expenses into appropriate categories and synced invoices with accounting/ERP systems for automatic payment processing once approved.
Automatically generate contracts, invoices, agreements, or reports by pulling data from structured templates and inserting dynamic variables. Trigger approval requests and digital signatures, integrating with e-signature tools like DocuSign. Automatically process and categorize all incoming documents, extracting data from scanned documents, emails, or uploaded PDFs if needed.
Automate lead follow-ups with AI-powered response generation. Zenphi analyzes incoming inquiries, extracts key details, and crafts personalized email replies tailored to the lead’s request. Seamlessly integrate with CRM and marketing tools to ensure timely engagement and consistent communication.
Ensure regulatory compliance with AI-powered document analysis and workflow automation. Zenphi extracts key compliance data, validates records against policies, and automates audit trails—eliminating manual checks, reducing risks, and ensuring seamless regulatory reporting.
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.
Streamline the entire purchase order lifecycle—from request submission to approval and fulfilment. 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.
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.
Thanks to Zenphi, our compliance and data security protocols have improved by 100%. We are also saving now up to 40-50 hours per workflow, completely eliminating the need for manual file sharing audits.
Zenphi simplifies Google Workspace user lifestyle management tasks effortlessly. With its help, I successfully automated our new hire process, ensuring smooth communication and data management throughout the onboarding journey.
Zenphi supports our IT operations, including user lifecycle management, very efficiently. We value its flexibility and adaptability to our needs. I would say that with Zenphi, as long as you know what you want, then you can create any workflow that suits your needs.
Previously we were forced to outsource our workflow of Invoice verification and processing overseas. But with Zenphi, we were not only able to bring it back in-house, we also reduced our costs and decreased our processing time significantly.
Zenphi's team is incredible! Customer support went out of their way to show us how Zenphi can save us dozens of hours, worked so hard to understand our use case and developed a flow for us that fits our needs 100%
Our dedicated Customer Success team and network of implementation partners ensure you’re never alone when it comes to understanding how to make the most of your opportunities.
Zenphi seamlessly integrates AI by automating data extraction, analysis, and workflow routing. From invoice processing to customer support ticket analysis, Zenphi leverages built-in AI models for text recognition, document processing, and reports generation —without disrupting existing operations.
Zenphi is purpose-built for Google Workspace, offering native, no-code automation for Gmail, Drive, Docs, Sheets, Forms, Calendar, and more. It allows teams to automate business processes without leaving the tools they already use — minimizing disruption and accelerating adoption. Zenphi is also available on the Google Cloud Marketplace and can be billed directly through Google, making procurement and management easier for IT and finance teams.
Yes, Zenphi is designed for scalability. Our flexible pricing model adjusts to your automation needs, ensuring you only pay for what you use. Whether automating a few workflows or managing enterprise-wide operations, Zenphi adapts to your growth.
Absolutely. Zenphi is ISO 27001 certified and HIPAA compliant, ensuring that all automated workflows adhere to industry security and compliance standards. Built-in access controls, audit logs, and encryption keep your data secure.
Zenphi’s AI Assistant is an in-app chat bot that helps you build workflows simply by describing your process in plain language. Currently in beta, it can generate a working automation framework, explain the logic behind each step, and guide you through customizing key elements — like connecting your data sources, selecting tokens, and integrating with your existing Google Workspace tools or third-party systems. It’s the fastest way to get started with AI-powered automation without needing technical expertise.
Zenphi automates processes across finance, Human Resources, customer support, IT operations automation, legal operations, sales, marketing and more. Common use cases include artificial intelligence-driven IT operations automation, invoice processing, extracing data from PDF, inbox automation, purchase order approvals, claims processing, customer ticket routing, document processing and generation, medical records recognition and processing, etc. Contact our team to learn more about common use cases.
