AI Workflow Automation | Data Extraction AI Agent

This regional construction company was migrating from Microsoft 365 to Google, and used this opportunity to enhance their filed reports processing process. Steps that had been manual, were automated using AI-powered workflows.

The company built a full-scale reports intake, data extraction and tasks assignment agent, using Zenphi and its native capabilities to fully unlock Google Workspace and AI. 

Download the case study to learn: 

  • What challenges the company was facing when it decided to design an AI agent.

  • What functions AI agent was supposed to replace.

  • How exactly does this AI agent function now, and why connection to Google Workspace was important.

  • What were the outcomes of this project. 

  • What the team wished they knew before they started.

 

ai agent for data extraction and migration_download case