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QuickBooks Automation: 5 Scenarios to Transform FinOps

Finance Use Cases, , , , ,

QuickBooks, a powerful accounting software, is essential for businesses of all sizes to manage their finances efficiently. While QuickBooks offers a wide range of features to streamline financial processes, automation takes it to the next level. In this article, we’ll explore the benefits of QuickBooks automation, the best approaches to implement it, and five scenarios …

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6 Ways to Automate Trello and Boost Your Productivity

How-To , zenphi Use Cases, , , , ,

Task management tools like Trello are our trusty companions in the world of work, assisting us daily in the organization and streamlining of our projects. But what if you could make Trello even more efficient? Automation is the answer! While Trello offers some built-in automation features, they often come with limitations, especially when it comes …

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Automate Purchase Order Processing with Google Forms and zenphi

Finance Use Cases , zenphi Use Cases, , , , , , ,

Purchase order management is a critical aspect of efficient procurement. In this hands-on guide, we’ll demonstrate how you can expedite and automate purchase order processing using Google Workspace tools like Forms, Sheets, Docs, and zenphi—a no-code business process automation platform designed for Google Workspace users. Automate Purchase Order Scenario Imagine a scenario where Company A …

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10 Best Document Workflow Automation Templates for Google Workspace

How-To , Intelligent Document Processing , IT Use Cases, , , , , ,

Most organizations face the challenge of dealing with enormous amounts of documents on a daily basis, ranging from invoices and quotes to certificates, agreements, and contracts. For those still relying on manual document management, this can become a real headache, consuming valuable employee time, costing money, and impacting customer satisfaction. Fortunately, there’s a solution – …

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Achieve Peace of Mind with 5 Google Workspace Security Best Practices

IT Use Cases, ,

For every Google Workspace Administrator out there, ensuring the security of your organization’s data is of utmost importance. While basic security measures like strong passwords and two-factor authentication are well-known, there are more powerful solutions available to secure your Google Workspace users and data. In this article, we will explore five Google Workspace security best …

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June Product Update: New Slack actions, Signature Support in zenphi Forms and More

Product Updates, , , ,

Get ready to supercharge your automated workflows with this month’s power-packed updates! We’ve been hard at work expanding integration possibilities and simplifying your daily automation activities. So let’s jump right in! 1. New Slack Actions: Elevate Your Group Management We’ve expanded our automation capabilities with Slack. Previously, you could automate channel and user management. Now, …

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Automate PDF Generation: Export Google Form Responses to PDF and Simplify Your Workflow

How-To, , , ,

If you’re searching for a method to automatically generate PDF documents based on responses from Google Forms, you’ve come to the right tutorial. In this guide, we will explore the capabilities of zenphi, a powerful no-code process automation platform built specifically for Google Workspace. Not only will we learn how to automatically export Google Form …

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May Product Update: New Dropbox and Google Drive Actions, Upgraded PDF Functionality, BigQuery Integration, and More

Product Updates, , , ,

We are excited to share the latest enhancements that will take your automation experience to new heights. This month, our focus has been on empowering your file and document management capabilities through new integrations, upgraded actions, and streamlined functionalities. Additionally, we have incorporated tools to ensure a seamless and effortless automation design process. Join us …

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