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AI workflow automation

Turning manual processes and AI experiments into governed, production-grade operations

Zenphi lets IT and operations teams build custom workflows — approvals, documents, AI agents and integrations — and run them reliably, securely and at scale. Describe a process to ZAIA and it builds it; the teams who run it can own and change it. AI runs only where it adds value, and there are no per-user or per-execution fees.

Google Workspace-native Microsoft 365 & Entra ID ready

1.5M+AI-powered tasks completed every month — in production, across real customer workflows
  • ISO 27001 certified
  • HIPAA compliant
  • CASA Tier 2 verified
Contract review — legal operations
Example AI workflow with human oversight
Live in production
Trigger
New contract received
A file lands in Drive or SharePoint — contract type detected automatically.
Automated
AI agent
Extract, summarise and flag risk
AI works within approved data boundaries and system instructions.
AI
Workflow logic
Route by risk score
Risk above 7 goes to senior counsel. Simple decisions stay rule-based.
Rules
Human-in-the-loop
Approve, sign and file
Reviewer approves → sent for e-signature → CRM updated. Every step recorded.
Recorded
AI + rulesPredictable, recorded execution
No per-run feesHowever many contracts arrive
Trigger
New employee record created
Your HR system signals a new hire — name, role and start date captured.
Automated
AI agent
Draft the welcome pack
AI writes a personalised welcome email and maps the role to the access it needs.
AI
Workflow logic
Provision accounts and access
Account created in Google Workspace or Entra ID, groups and licences assigned by role.
Rules
Human-in-the-loop
IT confirms and activates
IT reviews the summary → approves → the new hire is notified. Every change logged.
Recorded
Hours, not daysFrom hire to ready to work
Every change loggedFull access history
Trigger
Incident reported in chat
An AI Studio agent in Google Chat or Zenphi Assistant picks up the report.
AI agent
AI agent
Classify severity and extract details
AI categorises the incident, pulls out location and description, and confirms with the reporter.
AI
Workflow logic
Route by severity rules
High severity → ops manager notified at once. Low → logged and queued.
Rules
Human-in-the-loop
Manager reviews and closes
Manager acknowledges → resolution logged → reporter notified.
Recorded
Chat to caseNo forms, no manual logging
Every incident documentedA complete record
Trigger
Invoice received by email
A PDF arrives in the AP inbox — supplier and invoice type detected.
Automated
AI agent
Extract and validate invoice data
AI pulls line items, totals and supplier details and checks them against the PO.
AI
Workflow logic
Route by amount and match status
Matched invoices under the threshold move on. Exceptions go to Finance.
Rules
Human-in-the-loop
Finance approves and posts
The approver reviews flagged items → ERP updated, supplier notified.
Recorded
Exceptions onlyPeople see what needs them
Every approval documentedReady for audit

Trusted by IT & operations teams at

Why Zenphi

Automation that fits how your business actually runs

For teams whose processes don’t fit cookie-cutter templates, who want to move fast, and who want automation the business can own — without per-user or per-execution fees.

Built for processes no template fits

Custom routing, parallel and sequential approvals, loops, documents and exceptions — modelled the way your company actually works, not squeezed into a ready-made app.

Operations can own it

Describe the process to ZAIA and it builds the workflow. The teams who run the process can change it themselves, with IT keeping the guardrails.

No per-user or per-execution fees

Pricing follows the processes you automate. Add people, run workflows thousands of times a month — the price stays the same.

AI only where it matters

AI handles language, documents and judgment. Simple rules handle routing and thresholds — no tokens spent where a condition can decide.

Governed by design

Approved models and connections, system instructions, data boundaries, human approvals and a full audit trail — centrally enforced.

Google Workspace-native, Microsoft-ready

Native depth across Gmail, Drive, Docs, Sheets, Calendar, Chat and Google Admin — plus first-class Microsoft 365 and Entra ID actions for mixed environments.

How Zenphi works

One platform. AI agents, workflows, people and systems — working together

Start with one process, prove value fast, then scale with governance and confidence.

01

Design the process — or describe it

Build workflows visually with steps for forms, approvals, documents and integrations. Or describe the process to ZAIA, upload a flowchart or an exported Power Automate flow, and get a working draft to refine.

02

Embed AI where it belongs

Use Gemini, OpenAI, Claude or your own models for extraction, summarisation, classification and exceptions. Use simple rules and conditions everywhere else — fast, predictable and free of token costs.

03

Govern and scale safely

Control model usage, system instructions, data access, human review points and workspace policies centrally — so automation can grow across teams without losing oversight.

ZAIA — AI workflow builder

Describe the process. ZAIA builds the workflow.

ZAIA turns a plain-English description, a flowchart or an exported Power Automate flow into a complete Zenphi workflow — triggers, rules, approvals, AI steps and actions. Every action is checked against the live action catalogue, and every change is shown as a proposal you accept. Operations teams can build and maintain their own workflows; IT keeps the guardrails.

  • First workflow drafted in about 20 minutes
  • Live in 7 days
  • Uses AI only where it’s needed — rules everywhere else
ZAIA
You

When a purchase request over $10,000 comes in, get the department head and Finance to approve in parallel, generate the PO from our template, file it and let the requester know.

Workflow built · every action validated

  1. TriggerPurchase request form submittedForm
  2. RuleAmount over $10,000?No AI
  3. ApprovalDepartment head + FinanceParallel
  4. DocumentGenerate the PO from your templateDocs · Word
  5. ActionFile the PO and notify the requesterDrive · SharePoint
Ready to review on the canvasOpen in designer
The AI production gap

AI agents are powerful. Businesses still run on processes

A chatbot answers questions. An agent helps with part of a task. Real operations need permissions, approvals, integrations, audit trails and clear human accountability — every time.

Agents need operational guardrails

Business-critical actions require defined rules, safe data boundaries and clear escalation paths, with every action accountable.

Workflows need AI intelligence

AI unlocks automation that understands documents, language and messy real-world inputs that rules alone can’t handle.

Teams need it all in one platform

Zenphi combines AI with structured workflow logic, so work gets completed reliably, repeatably and with a full audit trail.

The smarter approach

Put AI in the right place — and simple rules everywhere else

Replacing every workflow step with an AI agent sounds modern. In practice it burns budget, produces inconsistent results and creates security risks. Zenphi uses AI where it adds real value — understanding language, extracting data, reasoning about exceptions — and simple workflow rules everywhere else. The result is automation your team can trust and your IT team can control, at a cost that doesn’t climb with every run.

Token costs add up fast

Every AI step burns inference budget. Run the whole workflow through an LLM and you pay AI rates for decisions an if-condition handles reliably — for free. Zenphi uses AI only where it earns its cost.

Business operations need the same result every time

Ask an AI to generate a contract and you’ll get something slightly different each time. Deterministic workflow logic gives the same input the same output, every time.

Open-ended AI access is a security risk

Giving agents broad access to your systems means trusting them not to make mistakes. Zenphi enforces data boundaries and permissions at the source.

Use cases

Start where the work is repetitive, document-heavy or high-stakes

Zenphi works across every department, but the fastest wins come from specific operational workflows where AI and structured automation work together.

IT Offboarding

Offboarding, exactly the way your company does it

Start from your HR system, a form or a directory change, then run your own sequence for every type of leaver — data transfer, access removal, licence reclaim and archiving across Google Workspace and Microsoft 365. Fully customisable, with no per-user, per-tenant or per-execution fees, whether you offboard 20 people or 2,000.

Legal

Contract and document review

AI summarises and flags risk; workflow rules handle review, approval, document generation, filing and system updates.

Documents

Document approval

Route contracts, policies and reports to the right reviewers in sequence or in parallel. Editors become commenters during review, approved versions are locked, and every decision is recorded.

Finance

Invoice processing

AI extracts invoice data, workflows match it against purchase orders, route approvals by amount and update your accounting or ERP system — with exceptions sent to the right person.

IT & Security

User access management and reviews

Handle access requests with manager approval and automatic provisioning, then run scheduled access reviews where owners confirm or revoke — with a complete record for every audit.

Operations

Approval workflows

Any request, any routing: sequential, parallel and conditional approvals with reminders, escalation and delegation — approved in one click from email or chat.

Customer stories

Results from processes running in production

IT operations, finance and insurance claims — three teams that automated the work no template could handle.

Gordon Food Service · IT operations & security

83% fewer IT tickets — then AI-driven security monitoring across thousands of users

83%fewer IT support tickets
Self-servicefor Google Admin requests
Thousandsof users monitored without manual tracking

Gordon Food Service moved Google Admin requests to a self-service model, then expanded Zenphi into security operations. Workflows now monitor activity, identify risks, trigger approvals or alerts, and start the follow-up — without IT tracking activity by hand.

  • Chrome extension and OAuth requests — AI checks each request against the approved-app database and suggests safer alternatives before a decision.
  • Out-of-domain forwarding and public calendar sharing — detected configurations trigger alerts and approval workflows.
  • Shadow IT monitoring — connected apps are scanned consistently, so unauthorised tools surface for review.
  • Automated response — workflows revoke access, escalate incidents or assign follow-up tasks.
“There were many processes we chose not to automate with Apps Script due to the complexity. Zenphi changed that. The workflows we built with Zenphi to automate Google admin tasks — we estimated these flows reduced our team’s ticket requests by 83%.”
Jeff Johnson · End User Experience Lead, Gordon Food Service
Read the full case study
Security monitoringLive
  • Request
    Chrome extension requestedAI check: not in approved-app list → safer alternative suggested
    Approval sent
  • Risk
    Out-of-domain email forwardingConfiguration detected on a user mailbox
    IT alerted
  • Shadow IT
    Unapproved connected appFound in the scheduled connected-apps scan
    Access revoked
  • Risk
    Calendar shared publiclyOwner asked to confirm or change sharing
    Task assigned

Every event logged with the action taken

Tavezio · Finance & invoice processing

90% lower invoice processing cost in 90 days — and 6× the daily volume with the same team

90%lower processing cost per invoice
6×daily invoice throughput
$85K+annual staffing savings

Invoice verification and processing had been outsourced overseas, with seasonal staff added for peaks. Zenphi brought it back in-house: AI extracts invoice data, workflows match it against purchase orders and route approvals, and the same team now handles six times the daily volume — results delivered within 90 days.

“Previously we were forced to outsource our workflow of invoice verification and processing overseas. But with Zenphi, we were not only able to bring it back in-house, we also reduced our costs and decreased our processing time significantly.”
Josh Cohen · President, Tavezio
Read the full case study
Daily invoice throughput
Before
1×
With Zenphi
6×
Processing cost per invoice
Before
100%
With Zenphi
10%
90 daysfrom start to results
Regional insurance provider · AI claims processing

$320K saved a year, with claims triaged in 15 seconds instead of 15 minutes

$320Kannual savings
250+ hrsof manual work saved monthly
15 sectriage per claim, down from 15 min
Minutesto respond to critical claims, down from days

Around 1,000 first notice of loss (FNOL) submissions a month arrived in a shared inbox as emails, PDFs, ACORD forms, photos and handwritten police reports. An AI agent in Zenphi now extracts the claim details, enriches them with policy data from Salesforce, classifies urgency and risk, and routes each claim: simple claims get a personalised response and a manager task; high-risk claims alert a senior adjuster and can schedule an urgent field visit. Every claim has a searchable record of why it was routed and who handled it.

Read the full case study
FNOL triage15 sec
New claim receivedEmail with a police report and incident photos
  1. AIExtract claimant, site and damage details
  2. SalesforceLook up the policy tier for this claimant
  3. AIUrgency: Critical · structural damage reported
Efficiency trackPersonalised reply + manager task
High-risk trackSenior adjuster alerted · field visit scheduled
AI Agent Builder

Give your teams AI agents that actually get work done

Zenphi AI Studio lets you create AI agents that understand what people ask for, check approved data, and run predefined workflows — in Google Chat or Zenphi Assistant, with Microsoft Teams coming by the end of 2026. Each agent can only take the actions its workflow defines, so anything outside its scope is routed to the right team.

  • Agents deploy in about 30 minutes
  • Approvals and records built into every action
  • Clear scope — no open-ended access to your systems
HR agentZenphi Assistant · AI Studio

Can I take Friday, 14 November off?

You have 9 days of leave left. I’ve sent the request to Dana Wu, your manager.

Check leave balanceRequest manager approval
Dana Wu approved in Google Chat

Approved — it’s on the team calendar and your balance is updated.

Can you also change my bank details?

That’s outside what I’m allowed to do. I’ve opened a request with Payroll instead.

Out of scope · routed to Payroll
Comparison

The missing link between talking to AI and finishing the job

Zenphi brings AI agents, workflows, human approvals and audit trails together in one platform — so your team can automate end to end without stitching tools together, or paying more every time a workflow runs.

Zenphi compared with other AI and automation tools
CapabilityChatbots & copilotsPersonal automation toolsGeneric workflow toolsZenphi
Understand natural language requestsYesPartialLimitedYes
Run complete business workflowsNoLimitedYesYes
Combine AI with rule-based logicLimitedLimitedPartialYes
Human approvals and audit trailsLimitedLimitedPartialYes
Native Google Workspace and Microsoft 365 actionsLimitedPartialPartialYes
Central AI governance and policy controlLimitedLimitedLimitedYes
How you payPer seatPer seat or includedPer task, run or userPer process — no per-user or per-execution fees
Security and trust

Enterprise-grade governance without slowing teams down

For teams that want AI to become part of how work gets done — without losing control over process, data, approvals or compliance.

AI governance controls

Centrally manage AI across workspaces — approved models and connections, system instructions, prompt boundaries, data handling and model enforcement.

  • Govern model and connection usage workspace-wide
  • Enforce system instruction prefixes and data boundaries
  • Keep people in the loop for sensitive or regulated steps

Compliance-ready operations

Run workflows with audit trails, role-based access, data region choice and enterprise security practices from day one.

  • ISO 27001 certified, HIPAA compliant, GDPR compliant
  • CASA Tier 2 verified for Google Workspace environments
  • US, AU or EU data regions — or your own cloud on Enterprise
1.5M+AI-powered tasks completed every month, in production
250 hrssaved each month on data extraction — Care to Stay Home
83%fewer IT support tickets — Gordon Food Service
40–50 hrssaved per workflow — Emerson College
Human support

Human support, always live

While other platforms route you through chatbots and ticket queues, Zenphi’s Customer Success team responds directly — workflow experts who can help you build and improve your automations across Google Workspace, Microsoft 365 and the rest of your stack.

  • No chatbots, ever
  • Workflow experts, not tier-1 agents
  • <1 h average first response
Team online now12 specialists on call
CS
2m ago

Hi! Noticed you’re exploring approval workflows — want a quick walkthrough?

CS
5.0support rating
<1haverage response time
0chatbots involved
Customer outcomes

Real automation. Real operational value

Zenphi helps teams automate the work between people, documents, systems and decisions.

With Zenphi, we invested in process intelligence once. And now we have peace of mind that everything behaves exactly as it's supposed to. Human error is no longer a thing.
Jens GössingCloud Space Architect, GoogleIT Operations
Zenphi gives us one platform for designing, launching and managing AI agents right inside our workflows, and it also integrates with our systems.
Parker WellsCOO, Care to Stay HomeAI Agents
The only HIPAA-compliant automation platform we found that integrates natively with Google Workspace and all our other tools. Scalable pricing too.
Delilah MittermaierOperations Manager, CIT ClinicsHIPAA-compliant
Get started today

Put AI to work inside your real business processes

See how Zenphi helps your team run custom workflows with AI agents, approvals, integrations and security controls built in — first workflow drafted in 20 minutes, live in 7 days, with no per-user or per-execution fees.