Run Data Entry on Canvas — AI Agent
Already on Canvas? Add a DeskFerry agent for Data Entry and save hours every week without writing code.
47 PDFs processed today. Latest entry:
Meeting notes
- • Vendor: Riverline Co. · Term: 12 months from Apr 1.
- • Total contract value: $42,000 net 30.
- • Signed by: Theo Park (CEO, Riverline) + Daniel R. (DeskFerry).
How does Canvas work for Data Entry automation?
Canvas works for Data Entry automation by powering a DeskFerry agent that runs the workflow end-to-end inside your existing tools — no code, no custom build.
- 01
Trigger fires
The agent connects to Canvas alongside the other apps your team already uses, watches for the triggers that matter for Data Entry, and takes the next step on its own while keeping a complete audit trail for review.
- 02
Read every PDF that lands in our AP @Drive folder
AI extracts, validates, and enters data from documents, emails, and forms automatically.
- 03
Extract the structured fields
Teams typically see high across mixed document formats once the agent is in production.
- 04
Append a row to @Sheets
You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
- 05
You approve
Anything under your confidence bar waits for a human.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Read every PDF that lands in our AP @Drive folder
- 2Extract the structured fields
- 3Append a row to @Sheets
How it connects
Connect Canvas. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Canvas with one click, and data entry runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- CanvasConnect
- Google DriveConnect
- Google SheetsConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Canvas + DeskFerry can do
Real Canvas actions your AI agent can perform automatically — no manual work required.
Enroll students in courses
Automatically enroll users in Canvas courses when they complete registration, payment, or prerequisite requirements.
Track course progress
Monitor lesson completions and quiz scores in Canvas and notify instructors when students fall behind.
Issue certificates
Generate and deliver completion certificates from Canvas when learners finish a course or pass a final assessment.
Assign learning paths
Route learners in Canvas to personalized course sequences based on their role, skill level, or assessment results.
Sync grades and transcripts
Push grade data from Canvas to student information systems and HR platforms for record keeping.
Send engagement reminders
Trigger reminder notifications when learners in Canvas have been inactive or have upcoming assignment deadlines.
Create quizzes from content
AI generates quiz questions from course material in Canvas to reinforce learning and assess comprehension.
Compile training reports
Aggregate enrollment, completion, and assessment data from Canvas into reports for managers and compliance audits.
Vendor: Riverline Co. · Term: 12 months from Apr 1.
Fields extracted and validated; assignee notified in Slack.
Held for review — one value fell under your confidence bar.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Agent2:47 PM
Updated Sheets · Vendor agreements with the result.
- Agent2:46 PM
Applied your rule and recorded the result.
Reason: All required fields matched with high confidence.
- Agent2:45 PM
Wrote the record for PDF · Vendor agreement · Riverline.pdf.
- Agent2:44 PM
Read the transcript and extracted action items.
- Agent2:30 PM
Triggered by call end event in Granola.
How it works
Get started in three steps
Step 01
Connect Canvas
Authorize Canvas in your DeskFerry dashboard. The secure connection takes less than 60 seconds.
Step 02
Configure Your AI Agent
Set up triggers, actions, and conditions specific to how your team uses Canvas.
Step 03
Deploy & Monitor Results
Your AI agent goes live immediately. Track tasks automated, time saved, and accuracy metrics in real-time.
Start automating Data Entry for Canvas
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
What specific Data Entry tasks can the Canvas integration automate?
The Canvas integration automates end-to-end Data Entry — including data capture from Canvas, validation, routing, follow-up actions, and status updates. Every Data Entry step that touches Canvas can be handled by the AI agent.
How does Canvas data stay secure during Data Entry automation?
All data exchanged between Canvas and DeskFerry during Data Entry processing is encrypted in transit and at rest. We use OAuth tokens for Canvas access, never store raw credentials, and maintain full audit logs of every Data Entry action.
Can I customize which Canvas events trigger Data Entry actions?
Yes. You define exactly which Canvas events start Data Entry workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so Data Entry actions only fire when your specific criteria are met in Canvas.
How does Data Entry automation scale with increased Canvas volume?
The Data Entry agent scales automatically as your Canvas activity grows. Whether you process 10 or 10,000 Data Entry tasks per day from Canvas, the AI handles the volume without slowdowns or additional configuration.
What document formats can the Data Entry agent process for Canvas?
The agent reads PDFs, scanned images, emails, spreadsheets, and structured forms — extracting data fields and writing them to your systems. Even handwritten forms common in canvas (intake, work orders, inspection reports) are processed accurately.
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