Smarter Data Entry for Chatforma Teams
Turn Data Entry into a background job. DeskFerry agents use Chatforma to execute on your behalf, 24/7.
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 Chatforma work for Data Entry automation?
Chatforma 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 Chatforma 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 Chatforma. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Chatforma with one click, and data entry runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- ChatformaConnect
- Google DriveConnect
- Google SheetsConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Chatforma + DeskFerry can do
Real Chatforma actions your AI agent can perform automatically — no manual work required.
Send channel messages
Post formatted messages, alerts, or summaries to specific channels in Chatforma based on events from other tools.
Route notifications by topic
AI reads incoming messages in Chatforma and routes them to the correct channel or person based on content and urgency.
Summarize conversations
Generate concise summaries of long threads or channels in Chatforma so stakeholders get key takeaways without reading everything.
Create tasks from messages
Detect action items in Chatforma messages and automatically create tasks in your project management tool.
Schedule reminders
Set up automated follow-up reminders in Chatforma when a conversation requires a response within a deadline.
Archive and organize threads
Automatically tag, label, and archive resolved conversations in Chatforma to keep channels clean and searchable.
Translate messages in real-time
Detect the language of incoming messages in Chatforma and provide instant translations for multilingual teams.
Escalate urgent messages
AI monitors Chatforma for high-priority keywords or sentiment and escalates critical messages to designated responders.
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 Chatforma
Add Chatforma to your DeskFerry workspace in seconds. The AI immediately starts listening for messages and events.
Step 02
Configure Message Workflows
Choose which Chatforma channels, threads, or DMs trigger AI actions — and what happens next.
Step 03
Automate & Stay in the Loop
The AI handles routine messages and tasks in Chatforma while escalating anything that needs your attention.
Start automating Data Entry for Chatforma
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
How does DeskFerry automate Data Entry directly inside Chatforma?
DeskFerry connects natively with Chatforma to handle the full Data Entry workflow. The AI agent monitors Chatforma events, processes Data Entry tasks automatically, and writes results back to Chatforma — no copy-pasting or tab-switching required.
Can I test Data Entry automation with Chatforma before going live?
Yes. You can run Data Entry workflows in test mode using sample Chatforma data before activating on live records. This lets you verify every Data Entry rule works correctly with your Chatforma setup before processing real data.
Can I customize which Chatforma events trigger Data Entry actions?
Yes. You define exactly which Chatforma 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 Chatforma.
Do I need technical skills to connect Chatforma for Data Entry automation?
No coding required. The no-code builder walks you through connecting Chatforma and configuring Data Entry rules visually. Your team can set up, modify, and manage Chatforma-based Data Entry workflows without any developer involvement.
What document formats can the Data Entry agent process for Chatforma?
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 chatforma (intake, work orders, inspection reports) are processed accurately.
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