AI AGENTS & WORKFLOW AUTOMATION FOR GOOGLE WORKSPACE

Your team is executing manually what AI agents & Workflows should be handling

Zenphi is where AI agents built on Gemini, GPT-4o, and Claude operate inside governed, auditable business workflows. Find your use case below and see exactly what it looks like when it runs.

Book a call with an expert

Watch a product tour

AI Workflows & Agents For IT Ops

AI Agents & Workflows For HR & People Ops

AI agents and workflows running in production at

83% reduction in IT support tickets — national distributor

$942K saved in one year — logistics company

Full filed operations visibility — a construction company

AI MODEL SUPPORT

Build agents on the model that fits the task — or combine them in a single workflow

Google Gemini

Native Google Workspace access — reads your Drive files, Gmail threads, and Admin data without leaving your environment. Best for document understanding, multimodal tasks, and real-time Workspace data.

Gemini 2.0 Flash · Gemini 1.5 Pro

OpenAI GPT-4o

Strong reasoning, structured output, and precise instruction-following. Best for complex classification, JSON schema generation, and decision logic that needs to behave consistently.

GPT-4o · GPT-4 Turbo

Anthropic Claude

Long-context processing and nuanced writing at scale. Best for contract analysis, on-brand content generation, and any task where output quality and tone matter as much as speed.

Claude 3.5 Sonnet · Claude 3 Opus

Each AI step in a Zenphi agent is independently configured — right model for each task, swappable without rebuilding the workflow.

WHAT DOES YOUR TEAM NEED TO AUTOMATE?

Find your starting point

Browse by role to see the workflows and AI agents other teams like yours are running in production today.

Employee Onboarding & Offboarding

"New hires start on Monday. Their accounts, access, and equipment aren't ready until Wednesday."

Every onboarding triggers the same chain of manual steps — IT creates the account, HR sends the documents, someone sets up Drive access, someone else remembers to add them to the right groups. When it's done manually, steps get missed. When someone leaves, the reverse has to happen fast and completely — and it usually doesn't.

What gets automated:

Account creation in Google Workspace from HRIS trigger or form submission
OU assignment, Google Groups membership, and Drive folder provisioning based on role and department
Offer letter and NDA generation, routed for e-signature, filed automatically
Welcome email, first-day task list, and manager notification sent on day one
On departure: account suspension, file ownership transfer, access revocation across GW and third-party tools, Google Vault export

Learn more

IT Asset & Access Management

"Access requests come in by email. Approvals happen informally. Nobody knows what anyone has access to."

When access management lives in email threads and Slack DMs, the audit answer is always "we think so." Role changes go untracked. Former contractors retain Drive access for months. IT spends hours on requests that should route and resolve themselves.

What gets automated:

Access request intake via Google Form — structured, logged, routed to the right approver automatically
Approval or denial triggers immediate provisioning or notification — no manual handoff
Role change triggers automatic access update: remove previous permissions, grant new ones
Periodic access review scheduled and sent to managers with one-click confirm or revoke
Full audit log of every access decision, exportable for compliance review

Learn more

CV Analysis & Recruitment

"Recruiters spend hours screening applications that don't meet the job description's first three requirements.."

High-volume hiring creates a specific kind of waste: qualified people waiting too long because someone is manually reading 200 CVs, and unqualified applicants getting no response at all because there's no bandwidth. AI changes the math without changing the hiring decision.

What gets automated:

Applications received via Gmail email inbox trigger the workflow automatically
AI reads each CV against predefined criteria — experience, skills, role fit — and assigns a score
Top candidates move to an interview scheduling sequence; borderline cases flagged for recruiter review
Rejection emails sent automatically to applicants below threshold — personalized, not generic
Candidate records updated in Sheets or HRIS with AI assessment, ready for recruiter review

Learn more

Accounts Payable Automation

"Invoice processing means someone manually opening PDFs, keying data into a spreadsheet, and emailing someone else to check if the PO matches."

Accounts payable is one of the highest-volume, most error-prone manual processes in any organization. The individual tasks — open invoice, read it, check the PO, route for approval, mark as paid, notify vendor — are not complicated. They're just relentless. And when volumes spike, errors spike with them.

What gets automated:

Invoice capture from Gmail inbox or shared Drive folder, triggered on arrival
AI extracts vendor name, invoice number, line items, totals, and due date — structured, no manual keying
Three-way match against purchase order and receipt automatically — discrepancies flagged, clean invoices routed straight to approval
Approval workflow with deadline and escalation — finance manager approves in one click from Gmail
On approval: PAID watermark added, vendor notified, record updated in Sheets or accounting system

Learn more

Expense Reimbursement

"Expense reports sit in someone's inbox for two weeks, then bounce back because a receipt is missing."

Expense reimbursement should be fast and frictionless. Instead it's a cycle: employee submits, manager misses it, finance flags a problem, employee resubmits, finance processes it eventually. By the time money moves, everyone involved has touched the same request four times.

What gets automated:

Employee submits expense via Google Form — receipt attached, category selected, amount entered
AI validates the receipt: checks amount matches claim, flags receipts outside policy limits, identifies missing information before it reaches the approver
Clean submissions route to manager for one-click approval in Gmail — with deadline and automatic reminder
Policy violations or missing items automatically returned to employee with specific instructions, not a generic rejection
On approval: reimbursement triggered, record updated, employee notified with timeline

Learn more

Purchase Order Automation

"Every purchase request starts the same way: an email to someone who forwards it to someone else."

Purchase approval processes are rarely documented and even more rarely followed consistently. Budget owners get requests they didn't expect. Finance finds out about commitments after the fact. And the person who raised the request has no idea where it is in the approval chain.

What gets automated:

Purchase request submitted via Google Form — amount, vendor, category, justification captured in a structured format
Workflow validates against budget thresholds: requests under limit auto-approved, requests over limit routed to budget owner with context
Sequential approval chain: department head → finance → CFO if over defined amount — each approver notified by email with one-click approve or reject
On approval: PO document generated from template and pre-filled with request data, sent to vendor, filed in Drive
Purchasing records synced to Sheets or accounting system automatically — full spend visibility, no manual reconciliation

Learn more

Survey Collection & Analysis

"Survey responses come in, sit in a Sheets tab, and someone eventually looks at them when they have time — which is never."

Employee and customer feedback is most valuable when it's acted on quickly and consistently. Waiting for a quarterly review to read survey results means the moment to act has already passed. And manually reading 200 freetext responses to find the three that need an urgent response isn't analysis — it's searching.

What gets automated:

Survey sent automatically — triggered by an event (end of onboarding, post-support interaction, quarterly schedule) or on demand
Responses collected in Sheets and processed by AI: sentiment classification (positive / neutral / negative), theme extraction, and urgency scoring
High-priority or negative responses trigger immediate follow-up: manager notified, follow-up task created, thank-you or acknowledgment sent to respondent
Aggregated insights report generated and distributed to stakeholders on a set schedule — no manual compilation
Trend tracking over time in a Sheets dashboard — visible to leadership without anyone building it manually

Learn more

Incident & Compliance Reporting

"Incidents get reported by email or a phone call. Nobody knows if they were actioned, escalated, or logged correctly."

An incident reporting process that depends on someone remembering to forward an email is not a process — it's a hope. Compliance requires evidence that incidents were received, classified, actioned, and resolved. Without a structured workflow, that evidence doesn't exist until someone has to produce it under pressure.

What gets automated:

Incident reported via Google Voice call or Google Form — structured intake captures type, severity, location, people involved, and supporting details
AI classifies incident severity (low / medium / high / critical) based on description and type — no manual triage
Routing based on classification: low severity logged and assigned; high severity triggers immediate escalation to manager and compliance lead with SMS or Slack alert
Incident report document auto-generated from the submission data and filed in the correct Drive folder with restricted access
Follow-up tasks created with deadlines — resolution confirmation required before case is closed

Learn more

Lead Follow-Up & Pipeline Management

"Leads come in, get assigned to someone, and half of them never receive a second touchpoint because the rep was busy."

Follow-up is where deals die quietly. Not because the rep doesn't care — because they're managing too many at once and the ones that don't shout don't get called. Automated follow-up sequences don't replace the rep's judgment. They make sure the rep shows up on time, every time, with the right context.

What gets automated:

New lead from form, CRM, or Gmail triggers immediate personalized follow-up email — name, company, and specific interest pre-filled from the lead record
Lead scored and assigned to the right rep based on territory, industry, or deal size — no manual triage
Follow-up sequence scheduled: email on day 1, Slack reminder to rep on day 3, escalation to manager if no activity by day 7
Proposal or quote generated from template when deal reaches a defined stage — pre-filled with CRM data, routed for internal approval before sending
All activity synced back to CRM automatically — no manual logging

Learn more

Document Generation & Approval

"Contracts get drafted from scratch every time, then sit in Legal's queue waiting for someone to review a document that's 90% identical to the last one."

Most contract and document work involves less customization than it appears. The same NDA, offer letter, service agreement, or proposal gets generated dozens of times a month with different names, values, and dates. The generation shouldn't take a human. The review should — but only for the parts that actually vary.

What gets automated:

Request submitted via Google Form or CRM trigger — counterparty details, deal value, specific terms captured
Document generated from approved template in Google Docs or PDF, fields pre-filled with data from the request
AI reviews the generated document for risky or non-standard clauses and flags them with suggested alternatives before sending to Legal
Legal receives a review task with the document, AI summary, and flagged sections highlighted — not the full document to read cold
Once approved, routed to counterparty for e-signature via DocuSign or Google eSignature

Learn more

AI-Powered Content Production

"Content production is bottlenecked by the time it takes to go from keyword brief to published post — not by ideas, by execution."

Your SEO strategy is only as fast as your slowest step. A keyword list sits in a spreadsheet. Someone writes a brief. A writer picks it up when they have availability. Someone reviews it. Someone sources an image. Someone posts it. Each handoff is a delay, and delays compound. The research that justified the keyword is three weeks old by the time the post goes live.

What gets automated:

Keyword data file uploaded to a monitored Google Drive folder — one upload triggers one workflow run per keyword row, processing them in parallel
Gemini generates a full blog post — title, meta description, headers, body, and internal link suggestions — structured and ready for review, not a raw draft
Content package (post draft + image + keyword brief + SEO metadata) assembled into a Google Doc and sent to the content approver with a structured review task — approve, request edits, or reject, all from Gmail
On approval: post and image pushed to your CMS via API

Learn more

FEATURED AGENT — REAL CUSTOMER

Content marketing AI Agent Use case. One upload. An entire content batch produced, reviewed, and published — automatically

An agent in Zenphi is a workflow with AI steps. It has a trigger, a sequence of actions and decisions, one or more model calls with structured outputs, and defined handling for every possible outcome — including failures, timeouts, and human escalations. The visual canvas is where you build it. The execution engine is where it runs. The monitoring dashboard is where you watch it.

Trigger

A new row is added to the keyword tracking Sheet, or a batch file is uploaded to a monitored Drive folder. One workflow instance fires per keyword row — parallel execution, no queuing.

Blog post generation

Claude receives the keyword, search intent, target audience, content brief, brand voice guidelines, and SEO requirements as a structured prompt. Output: a complete blog post — title, meta description, H1/H2 structure, body copy, internal link suggestions, and CTA — returned as structured text.

Brand-compliant image generation

Gemini & Canva generate images. The output is saved to a structured Drive folder alongside the blog post draft.

Content package assembly

The post draft, generated image, keyword brief, SEO metadata, and target publish date are assembled into a structured Google Doc.

Approval routing

The content reviewer receives an email with the Google Doc linked, the keyword context summarized, and two one-click options: Approve or Request Changes. Deadline: 48 hours.

Feedback handling (branch)

If not approved, the reviewer's comments are extracted from the approval response and sent back to Claude. Claude generates the new revision.

Publication

On approval, the finalized post content and image are pushed to the CMS via API.

THE AGENTIC DIFFERENCE

Not another AI model. The layer that makes your AI models operational

Every AI model — Gemini, GPT-4o, Claude — can generate text, classify data, answer questions, and produce structured output. What they can't do on their own is:

Trigger when a specific business event happens
Pass their output to the right system or person
Wait for a human decision before continuing
Retry on failure, escalate on timeout, or branch based on conditions
Log every action for compliance and audit

Zenphi is the layer that does all of that — around whichever model you choose, combined however you need them.

Build agents here

Use Zenphi's visual canvas to design agents step by step — triggers, model calls, conditions, actions, approval gates, error handling. No code required. Any model, any combination.

Orchestrate agents you already have

Connect your existing AI models or external agents as steps in a Zenphi workflow. Add Google Workspace actions, approval routing, and audit logging around them without rebuilding.

Monitor and govern everything

One dashboard for every agent running in your organization — execution logs, error rates, token usage, human intervention history, and compliance exports. No Shadow AI.

BY INDUSTRY Or Role

Agents and AI workflows built for how your industry or funcyion actually operates

By Function

AI Agents & Workflows For HR

Onboarding, CV screening, approvals, feedback analysis, and compliance tracking

AI Agents Workflows For IT Ops

Google Workspace onboarding, offboarding, data archiving, automated license management, file sharing audits, Shadow IT alerts and more

Agentic Workflows For Finance

Invoice processing, expense management, and financial approvals — with or without AI built-in

Customer Support Agents

Customer onboarding, automated feedback collection and AI-powered analysis, document processing and more

AI Agents & Workflows For Legal Teams

Matter intake, smart document validation, document generation and approvals

AI Agents & Workflows For Procurement

Purchase intake, vendor onboarding, approvals, and contract management

Safety, T&D Workflows Automation

Automate reporting, enforce compliance, and track training progress

AI Agents For Marketing & Sales

Automate sales quotes and contracts generation and review, pipeline analysis and more

By Vertical

Workflows For Tech Companies

Streamline IT operations, connect systems like Asana and Jira, and scale processes with AI-powered workflows.

AI Agents & Workflows For Construction & Real Estate

From property assignments to risk detection, Zenphi helps real estate and construction teams embed AI into daily workflows.

AI Agents & Workflows For Homecare

Caregiver onboarding, visit doc reviews, incidents reporting and escalation, shift scheduling, leave approvals and more

AI Agents & Workflows For Logistics Companies

Invoice and PO matching, freight & shipment tracking, vendor onboarding, incidents reporting, contract & SLA monitoring,

AI Workflows For Law Firms

Matter intake, document review, matter coordination, NDA generation, proposal creation, intelligent case assignment, document validation, customer communication

AI Workflows For Retail & Hospitality

Partner & vendor onboarding, staff onboarding and offboarding, invoice processing, reservation management

Education Workflow Automation

Automate any process within Google Workspace For Education

Healthcare Workflows Automation

HIPAA-compliant automation on all tiers. Patient intake, document processing, approvals, and general operational tasks

Real outcomes, real teams

83%

Reduction in IT support tickets

IT Ops team, reduced support tickets overload in under 6 months

Read full case study

$942,000

Saved by the Finance team

When this logistics firm automated purchase approvals with AI

Read full case study

250 hours

Monthly reclaimed by the Ops team

Insurance provider saves hundreds of hours with data extraction

Read full case study

testimonials

Why customers love us

We want to grow the organization without growing the cost of our operations at the same rate. Zenphi gives us one platform where we can handle call analysis using AI agents, compliance visibility, and system integrations.

Previously we were forced to outsource our workflow of Invoice verification and processing overseas. But with Zenphi's AI workflows, we were not only able to bring it back in-house, we also reduced our costs and decreased our processing time significantly.

Built for enterprise security requirements

Zenphi was designed with enterprise-level security in mind. Every certification, every control, and every data policy is documented and auditable before you sign anything

CASA Tier 2

verified

ISO 27001

Certified

Google Cloud

Official partner

View the listing

Available on Google Cloud Marketplace - draw down on your GCP commit

Zenphi is available directly on Google Cloud Marketplace. Your subscription can be billed through Google, and if your organization has an existing GCP spend commitment, your Zenphi purchase counts toward it.

Human Support, Always Live

While other platforms route you through chatbots and ticket queues, Zenphi's Customer Success team responds directly — experts who understand Google Workspace workflows and can help you build or improve them.

Talk To Us

Team online now

+12

<1 hour

average response time

5.0

support rating

Not sure where to start? That's what the call is for

In 30 minutes we'll identify the highest-impact workflow or agent for your team, show you a live example built around your role and tools, and tell you honestly whether Zenphi is the right fit. Most teams have their first agent running within a week.

Book a call today