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

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Automate Purchase Order Processing with Google Forms and Zenphi

AI Enablement For Finance Teams , Google Forms Automation , Zenphi Use Cases By Industry Or Role, , , , , , ,

In this hands-on guide, we’ll show how to automate purchase order processing using familiar tools—Google Forms, Sheets, Docs—and Zenphi, an AI-powered automation platform designed for building auditable workflows in Google Workspace.

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4 Ways to Boost HubSpot Automation with Google Workspace

AI Enablement For Sales Teams , Automating Marketing With AI, , ,

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 …

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QuickBooks Automation: 5 Scenarios to Transform FinOps

AI Enablement For Finance Teams, , , , ,

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 By Industry Or Role, , , , ,

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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July Product Updates: Streamline Google Sheets Workflow with New Actions, Experience Enhanced zenphi Forms, and Handle Errors Smarter

Product Updates, ,

Greetings! 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 …

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Automate Google Calendar with zenphi: 6 Time-Saving Examples

How-To , Zenphi Use Cases By Industry Or Role, ,

If 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 …

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Automate Schools COVID Contact Tracing Process on Google Workspace

How-To , Zenphi Use Cases By Industry Or Role, , , , ,

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 …

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Automate Your Supplier Invoice Approval Workflow on Google Workspace

AI Enablement For Finance Teams , Approval Workflows, , ,

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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How School Administrators and Teachers Can Benefit from Google Workspace for Education Workflow Automation

Automation In Education , General , Zenphi Use Cases By Industry Or Role, , , , ,

Do you want to make distance learning easier for your teaching staff? Then buckle up because Google Workspace for Education can help. With Google workflow automation, your teaching staff can focus more on teaching. As authorities in charge of educating young, brilliant minds, school administrators and teachers have their plates full of responsibilities. And the …

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Workflow Automation for Google Forms and Google Sheets

Automation In Education , General , Google Forms Automation , Google Sheets Automation , How-To, , , ,

How do you remove the manual and mundane process of updating your spreadsheets? One way of doing that is by using Google Forms to Google Sheets automation. Boost Your Productivity with Forms to Sheets Automation Google Workspace hosts some of the most popular and well-loved digital productivity apps. And Google Forms and Google Sheets are …

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How to Import JSON Payload into Google Sheets

How-To , Zenphi Use Cases By Industry Or Role, , , ,

When requesting data from APIs and other internet-based apps, it is given in the form of a Json payload. That payload will be in its static form containing the headers and the rest of the information you’ve requested. Whether you have encountered Json payload in the past or going to in the future, looking at …

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Automating Your Incident Report Workflow on Google Workspace

AI-Powered Workflows For HR , How-To , Legal Documents Processing Flows , Zenphi Use Cases By Industry Or Role, , , ,

Automating incident report workflow on G Suite can bring you a lot of advantages. Incidents happen in and around the workplace. And when they do, it is bound to interrupt some parts of your business operation. Incidents also may or may not incur injury or loss and/or damage to company property. The former may lead …

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How to Use the Google Sheets Lookup Row(s) Action

General , How-To , Zenphi Use Cases By Industry Or Role, , , ,

When automating our workflows on Google Workspace, we heavily rely on Google Sheets to store data and also to lookup reference data. Say you want to look up customer information by customer id. We usually store customer information in a sheet and will need to scan through the Id column to find a match. The …

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Dynamically Generate Google Slide Using Google Sheets Data and Export it to PDF

How-To , Zenphi Use Cases By Industry Or Role, , , ,

Automatically turning a set of data from one file to another can save you and your team untold amounts of time, not to mention how it will innovate and speed up several areas of your daily automation operations. Data entry is such a huge part of every business. That is why it is no surprise …

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Perform Gmail Mail Merge with Google Sheets

How-To , Zenphi Use Cases By Industry Or Role, , , , , ,

One of the most popular tasks in Gmail is performing Mail Merge. There are many ways to perform Mail Merge, and also many good tools out there to perform this. Some require Apps Script/some don’t. At zenphi we have tried to make performing Mail Merge as powerful and yet painless as possible. Like everything else …

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