From marketing campaigns to financial approvals, Zenphi automates repetitive tasks and optimize workflows for greater efficiency and accuracy of your business operations
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.
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.
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.
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
Never let a lead slip through the cracks—automate personalized follow-ups via email or chat, assign sales reps based on lead score, and schedule reminders for the next touchpoint. Sync updates directly to your CRM for seamless tracking.
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.
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 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.
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.
