AI-Powered Automation for Repetitive Tasks

AI-Powered Automation for Repetitive Tasks

Incorporating AI into Zoho People can streamline and automate repetitive administrative tasks, boosting productivity and efficiency.

  • Automate Data Entry: Use AI to auto-capture and input data from emails and forms, reducing errors.
  • Schedule Management: AI assistants can optimize calendars by arranging meetings and setting reminders.
  • Employee Onboarding: AI chatbots can guide new hires through onboarding, answering common questions.
  • Document Management: AI can categorize and store documents for easy retrieval and organization.

Implementing AI will save time, reduce errors, and let employees focus on strategic tasks.

Who else thinks this could revolutionize our workflow?

    Access your files securely from anywhere



      Zoho Campaigns Resources

            Zoho Developer Community

                Bootcamp
                Community
                Pricing
                Webinars
                What's New
                Integrations
                Contact Support
                Contact Sales

                  Zoho Survey Resources
                    Features
                    Survey Templates
                    Integrations
                    Community
                    iOS Mobile Surveys
                    Pricing
                    Android Mobile Surveys
                    Insurvey Blogs
                    Insight Blogs
                    Tips & Tricks






                                  Latest Feature Updates


                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day




                                          Zoho Marketing Automation
                                            Zoho SalesIQ Resources

                                                  • Sticky Posts

                                                  • Team Zoho People in your city!

                                                    We are back with our next series of community events to meet you at your city! We are delighted to invite you to join us for a day of insightful sessions, interactions with other Zoho People users, and one-on-one sessions with our product experts. This

                                                  • Come, join our HR Community!

                                                    Hello everyone, We are delighted to invite you to join the HR Community, an exclusive forum for HR professionals around the world to collaborate, learn and grow together. In the HR community, you will be part of a tight-knit HR group, wherein you can,

                                                  • Ask the experts: A 5-hour live Q and A session on Zoho People

                                                    We are back with the 'Ask the experts' session of the month! Your platform to get instant answers to your questions on Zoho People is now open. Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions. What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions.You can start

                                                  • Ask the experts: A 5-hour live Q and A session on Zoho People

                                                    The awaited 'Ask the experts' session of the month is here to give instant answers to your questions on Zoho People.  Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions.   What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions. You can start posting your questions

                                                  • Webinar: What HR should be doing during this pandemic

                                                    These are testing times for organizations, especially for Human Resources. From the reallocation of resources to finding new ways to manage a remote workforce, there are so many things that HR should be focusing on right now. Now is when expert advice can help. Join us for a free webinar and hear it from one of the leading industry experts, Nick Holley, on what HR should be doing during this pandemic.  This will be a partially interactive session where Nick will answer your questions once every 10


                                                  Manage your brands on social media
                                                  Access Zoho Social

                                                    Zoho Pagesense Resources


                                                        Zoho TeamInbox Resources

                                                          Zoho DataPrep Resources



                                                            Zoho CRM Plus Resources

                                                              Zoho Books Resources


                                                                Zoho Subscriptions Resources

                                                                  Zoho Projects Resources


                                                                    Zoho Sprints Resources


                                                                      Qntrl Resources


                                                                        Zoho Creator Resources



                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • How create deal with label added using api

                                                                                                    Hi, I am creating automations in n8n for Zoho CRM. I want to create a new deal with a label added at the same time. However, I keep getting an error. Using the API, I can create a deal successfully, but when I try to add a label during the deal creation,

                                                                                                  • Message as a bot to user now says: "The message recipient id sent in the API is your own user id. You cannot send messages to yourself."

                                                                                                    Hi   I used to be able to have a bot message myself in cliq when something happened . Now the connector Message as a bot to user gives me this error when testing: Zoho Cliq says "The message recipient id sent in the API is your own user id. You cannot

                                                                                                  • Can I Integrate ADP Payroll with Zoho Books?

                                                                                                    Hi, I am hoping that I can integrate ADP Payroll with Zoho Books so that I do not need to manually input the payroll journal entries. Is this possible? If so, how do I do that?

                                                                                                  • Lookup field - Can I avoid using advanced search?

                                                                                                    I have a lookup field in my app that has surpassed 500,000 records, now basic search is disabled and I'm forced to use advanced search. That adds multiple steps to what used to be very simple. Before: Select field > Type last digits of product code and

                                                                                                  • Invalid Value Type Error Conditional Formatting

                                                                                                    Hello, I'd like to use conditional formatting on a table using Classic conditional formatting for Cell Value, but when I attempt to apply the formatting, I get the error "Invalid Value Type: Value must be of type number". The error is being produced because

                                                                                                  • Simplify Zoho API integration with Deluge’s invokeAPI task

                                                                                                    Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction

                                                                                                  • Automation #6 - Prevent Re-opening of Closed Tickets

                                                                                                    This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submits

                                                                                                  • Reporting tags

                                                                                                    Hi, I suggest to improve the integration with Books, adding the faculty to especify a reporting tag from payment pages. Thanks!

                                                                                                  • Can I add Conditional merge tags on my Templates?

                                                                                                    Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

                                                                                                  • SEO Support for Jobs

                                                                                                    I know Zoho recruit has some very basic metadata settings at the job board level which is not really helpful. We are wanting to utilise SEO and other Google features (like Google Jobs) which require the ability to add structured data to each job posting

                                                                                                  • Workdrive Oauth2 Token Isn't Refreshing

                                                                                                    I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so

                                                                                                  • Create deal from estimate

                                                                                                    Hello, I have integrated CRM and books. I created an estimate on CRM but I would like to allocate that estimate to a deal with the contact. How can I do this please?

                                                                                                  • Selecting Multiple Transactions

                                                                                                    Is there a way to select multiple transactions when in a bank account and batch categorize them?

                                                                                                  • Email client fails to connect to IMAP & POP EU Servers for ALL users

                                                                                                    For the last couple of days, all users on my account are failing to connect to the Zoho EU mails servers. This is using mobile app on various phones & desktop mail clients on different computers. Everything works fine when using webmail & email is still

                                                                                                  • Email Notification to WordPress Blog Subscribers

                                                                                                    You know when a new WordPress blog is published, your subscribers will be notified via email with a link to that blog? Jetpack does it but I'm hoping to get away from it or any other specialized WordPress plugin (like MailPoet), and instead, use a dedicated

                                                                                                  • Domain verification is in progress... (How long do I need to wait?)

                                                                                                    Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data

                                                                                                  • Se detectó una actividad inusual para esta IP. Inténtelo de nuevo más tarde.

                                                                                                    Recibo el siguiente mensaje al intentar agregar una nueva cuenta de correo electronico a mi dominio @grupomgglobal.com Necesito una respuesta urgente a este asunto ya que he tenido varios inconvenientes con mi el servidor de correo. Si sigo asi creo que

                                                                                                  • Oops! Something went wrong. Try again later When trying to send email

                                                                                                    Hi, This error is appearing everytime i am trying to send an email. Oops! Something went wrong. Try again later Please help.

                                                                                                  • Stock Count - Extracting Data

                                                                                                    Hi, I really like the new stock counting functionality however I can't find any way to extract the stock count results. -The build in stock count report is limited and has no export option - There is no export options from within the stock count screens

                                                                                                  • Search Option not working

                                                                                                    My search option is not working properly. I type in what I'm searching for, and it says not results found. How to I get this issue resolved?

                                                                                                  • Missing users in CRM workflow notification and "share with zoho cliq"

                                                                                                    Hi, I'm creating a workflow that should send a notification to a Zoho Cliq user when a Lead with specific lead source enters the CRM. The problem is that not all users are showing up in the select menu, when I choose "Notify to Zoho Cliq - Users". As

                                                                                                  • My email client shows no emails anymore

                                                                                                    I let my account expire due to old payment method. I repurchased it I turned back on IMAP Then all my emails disapeared. Everything is fine in the webview and and zoho mail app

                                                                                                  • Question about on User input workflows

                                                                                                    In my app I have a field for device IMEI which should trigger a check on an external API through an invokeUrl. But it seems the workflow will only run after the user has moved the focus away from the field by clicking somewhere else. However, if the user

                                                                                                  • Change eMail Template for Event-Invitations

                                                                                                    Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg

                                                                                                  • Workaround for Backstage's non-compliant cookie banner

                                                                                                    Hi Does anyone has a workaround for the cookie banner Backstage uses when you publish an event? Currently there is no "Decline All Cookies" button, only "Accept All" and "Customise". Which means it is not compliant with data protection requirements, as

                                                                                                  • Creating a code for Task to event creation

                                                                                                    I am looking to automate an event creation to do the following: When a task is created for a user, create an event at 530PM simply called TASKS. This will serve as a reminder that we have at least one task that needs to be addressed. We miss the task

                                                                                                  • Connecting Zoho Inventory to ShipStation

                                                                                                    we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

                                                                                                  • Auto CC - Moving Departments

                                                                                                    We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move

                                                                                                  • Not getting copy of emails sent from Zoho CRM in my email sent box

                                                                                                    Where is the setting to make sure I receive a copy of an email I sent to a contact in the CRM in my email SENT folder?  (I use gmail) Thanks

                                                                                                  • Custom image for each contact using merge tag

                                                                                                    Hi, I'm wondering if it's possible to set up an email campaign to display a different image for each contact using a custom field for the image url. I tried inserting custom html: <img src='$[UD:APP_IMAGE_URL||]$'/> but the editor seemed to reject this and did not actually add anything to the email template. Has anyone got any ideas? cheers, Jeremy

                                                                                                  • CASE Module - email function

                                                                                                    HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the details

                                                                                                  • Use of External Email Services

                                                                                                    Would like the ability to use an external SMTP service to send emails campaigns in Marketing Automation.  Services like SendGrid, Maligun Amazon SES, etc

                                                                                                  • Requiring Proxy

                                                                                                    We are trying to get support from a company that uses Zoho assist. When we download the helper it is questing that we put in a proxy. What info do we need for the proxy / or to not need a proxy? I have tried a hot spot and allowing the program through

                                                                                                  • Transfer contact to a lead.

                                                                                                    Is there a way to transfer a contact from CRM to a lead without having to re enter everything.

                                                                                                  • Can I add social media icons / widgets to my email template in Zoho CRM?

                                                                                                    I know there are more features in Zoho Campaigns (vs Zoho CRM) when creating an email campaign/template. For instance you can easily add social media widgets. But is there a way to add social media widgets when creating an email template in Zoho CRM? I created a single image in Photoshop of the social media icons I want to include. But if I were to add them in my template using the "IMAGE" component, I will only be able to include one hyperlink (as it is a single image); I cannot hyperlink them individually.

                                                                                                  • Moving contacts from one folder to different folder

                                                                                                    I set up two folders. Uploaded CSVs and build my fields according to what I needed. My boss wanted more fields and changed the categories wants different fields added and contacts in one folder moved to the other due to reclassification. How can I do

                                                                                                  • Filter report using dynamic filter using function not working

                                                                                                    Hi - I am trying to dynamically filter a report as follows: when I save the filter it looks like this: However when I run the report it is not returning results as I expect. I have tested the function. If I copy and paste the output of the function and

                                                                                                  • All notes disappeared

                                                                                                    I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

                                                                                                  • Best email set up

                                                                                                    Hi! We are a non-profit and just recently gained Zoho as our email host. We have 10 email addresses available and 10 positions that need those email addresses. Every 3 years (or less) the people holding these positions change and the necessity comes when

                                                                                                  • I can't receive emails

                                                                                                    I can't receive emails but I can send them, there is nothing clear to do if this happens so that's why I'm asking for help

                                                                                                  • Next Page