HubSpot, a leading CRM platform, offers powerful automation features to help businesses optimize their marketing, sales, and customer service operations. However, there are instances where more complex, multi-step operations or integrations with other systems, such as Google Workspace, are required. This is where zenphi, a no-code process automation platform designed for Google Workspace, comes into …
Read moreRuzidaFinance Use CasesGmail, Google Drive, Google Forms, Google Sheets, invoice processing, QuickBooks
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 …
Read moreRuzidaHow-To , zenphi Use CasesGoogle Drive, Google Forms, Google Sheets, project management, task management, Trello
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 …
Read moreRuzidaFinance Use Cases , zenphi Use Casesfinance, Gmail, Google Docs, Google Drive, Google Forms, Google Sheets, google workflow automation, nocode
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 …
Read moreApps Script is a versatile scripting platform that allows you to streamline your email workflows. In this guide, we’ll delve into how to use Apps Script to send emails automatically, answer common questions about email automation, and provide insights into innovative automation strategies that extend beyond the conventional Apps Script approach presenting you with a …
Read moreGreetings! We hope you had a productive month. July was another busy month for our team, focusing on another bunch of feature updates designed to make your automated processes even more powerful. Our aim is to free up your time and resources, allowing you and your team to focus on the human side of work …
Read moreRuzidaHow-To , Intelligent Document Processing , IT Use CasesGmail, Google Drive, Google Forms, Google Sheets, Google Slides, PDF, templates
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 – …
Read moreIf your business is using Google Calendar to organize staff vacations, meetings, and other activities, you’ll be happy to know that many mundane tasks can be completed more quickly with a bit of automation. In this article, we’re discussing how zenphi – the best no-code process automation platform for Google Workspace – can help automate …
Read moreadminHow-To , zenphi Use Casescovid-19, Gmail Automation, Gmail Workflow, Google Forms, Google Sheets, google workflow automation
It’s been a little over two years since our lives have been impacted by Coronavirus. It has impacted the way we live, the way we work, the way we communicate. Most companies and schools were well positioned to transition to fully digital a lot faster, thanks to platforms like Google Workspace. However, the Covid situation …
Read moreRuzidaApproval Workflows , Finance Use CasesGoogle Sheets, nocode, process automation, workflow automation
A step-by-step guide on automating supplier invoice approval using familiar and simple tools — Gmail and Google Sheets. Can save your Finance team up to 20h a week! Table of Contents Supplier invoicing is one of the many and recurring business processes that take place in a business setting. AccountingTools define supplier invoice as: “The …
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