Zenphi Use Cases

Zenphi empowers teams to build automated workflows across IT, HR, Finance, Operations, and more—without writing a single line of code. Whether you're managing Google Forms responses, handling employee onboarding, or streamlining approvals in Gmail, Zenphi helps you go from manual to fully automated in minutes.

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Business Process Automation in Action: Key Use Cases for Every Team

From marketing campaigns to financial approvals, Zenphi automates repetitive tasks and optimize workflows for greater efficiency and accuracy of your business operations

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Not sure where to start? Let us show you a workflow tailored to your team’s needs. Book a call with a Zenphi expert and get a walkthrough of real automations for your department.

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This Case Study Pack showcases real companies in healthcare, education, retail, and operations that have successfully embedded AI into workflows to reduce processing time by up to 80%, automate finance, HR, and IT processes end-to-end and scale AI automation without disrupting operations

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Employee Onboarding & Offboarding

Automate the entire employee lifecycle—from provisioning accounts and granting system access to scheduling first-day tasks, extracting necessary data from your HRIS system. When offboarding, instantly revoke access, reassign files, and notify relevant teams—ensuring compliance and security.

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Survey Collection & Analysis

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.

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Account Payable Automation

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.

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Document Generation

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

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Leads Follow-Up Communication

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.

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IT Asset & Access Management

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.

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Google Forms Automation

With Zenphi, the power to automate an extensive range of Google Forms tasks becomes readily accessible — from streamlining responses collection to orchestrating follow-up actions, such as email notifications and task assignments across Google Workspace apps.

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Google Forms Automation

Zenphi is your bridge to a world where data flows seamlessly, where complex processes are simplified. With Zenphi, you unlock the potential to automate a wide array of Google Sheets tasks — from simple data entry and formatting to invoice processing, reporting and mail notifications.

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Google Workspace Automations

Explore a wide range of Google Apps automations in Zenphi builders community — over 300 use cases and tutorials at your disposal.

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Automate Anything Using Google Sheets, Google Forms, Google Calendar and More

Explore key use cases for automating business processes utilizing secure and familiar Google Workspace tools: Sheets, Forms, Gmail and more.

Book Your Free Automation Discovery Call

See How Zenphi Automates Your Favorite Google Apps. Turn your daily tasks in Forms, Gmail, Drive, and Sheets into powerful automated workflows—no coding required. Book a personalized demo and watch your first flow come to life in minutes.