Meet Zia: An AI Agent in Zoho that is Reshaping Business Automation
- Bryan Tamburrino
- Sep 12
- 3 min read
Business Automation is something you hear very often every day on social Apps, gatherings, and conferences. Most of the time, you may think that's boring or just the table talk or your business is just too traditional to be automated, but sooner or later, you'll realise how important it is to automate your business processes to save you time and have an advantage to invest the saved money from automating into useful things where you can scale your business. For example, Charlie, who has an office next to you, saved $100k from payroll expenses by automating his business and investing that money into Google Ads, and now he is getting more clients than you and has a much lower cost of goods sold expense.
Now, Charlie may have done very well in automating his business, but you can still do much better than he did, and I'll tell you exactly how!
Charie is using 10 different Apps to automate his business, but you can do it using a single AI agent who will act as a finance manager, IT expert, Customer support, etc, all at once, and that's too at the cheapest price in the market right now!
Meet Zia Agents, the upcoming rock star. You give each one a small mission. They run it for you, the same way, every time. Quiet. Reliable. Fast.
Let me introduce a few of them and show you how to put them to work.
What is a Zia Agent?
A Zia Agent is a smart helper inside Zoho that watches your data, follows simple rules, and takes action without you clicking around. It's like a virtual professional working on your project
Make Zia into Any professional Expert
Think of these as characters on your team. Pick the ones you need most.
Lead SaverJob: Fix new leads.What it does: Fills the website from the email domain, standardizes phone format, and adds a next step if it’s missing.Why it matters: Clean leads get worked faster.
First-Touch BuddyJob: Welcome new web leads.What it does: Sends a warm email, creates a call task for tomorrow at 10 AM, leaves a note with a quick call script.Why it matters: No lead grows cold on day one.
Deal CoachJob: Keep deals moving.What it does: When a deal hits “Proposal,” creates a 24-hour send task, attaches your template, and nudges the rep if quiet for 48 hours.Why it matters: Fewer stalls. More wins.
Risk RadarJob: Spot trouble early.What it does: Flags deals with close dates near and no recent activity; pings the owner with a simple “do this next.”Why it matters: You save shaky deals in time.
Duplicate BouncerJob: Block double entries.What it does: Checks email/phone on create; merges safe duplicates or tags “Review-Dup.”Why it matters: One record, one truth.
Hot Intent WatcherJob: Catch buying signals.What it does: When someone views pricing or clicks a key link, tags “Hot-Intent” and alerts the owner.Why it matters: You call when interest is high.
VIP GuardianJob: Protect top accounts.What it does: For VIP tickets close to SLA breach, escalates, posts in the team channel, and sets a 2-hour checkpoint.Why it matters: VIPs feel seen and supported.
Renewal RangerJob: Prepare renewals.What it does: 45 days before renewal, reviews usage and open tickets, sends a tailored note, and creates a task for the CSM.Why it matters: Fewer last-minute scrambles.
Invoice ChaserJob: Reduce late payments.What it does: At 15 days past due, sends a gentle reminder and creates a call task; at 30 days, summarizes risk for a manager.Why it matters: Better cash flow, less chasing.
Data JanitorJob: Keep records tidy.What it does: Nightly pass that fixes capitalization, removes trailing spaces, and standardizes country/state values.Why it matters: Clean data powers clean reports.
Automate your Business today!
So it's time to take over Charlie and not let him snitch your profits anymore. Contact us today at Tangible Analytics Consulting, and we will help you set up these agents into your workflow and automate your whole business to the next level!