Data Entry Automation on Click2Mail, Powered by AI
Run Data Entry on top of Click2Mail with a DeskFerry agent. Faster execution, fewer errors, zero manual busywork.
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 Click2Mail work for Data Entry automation?
Click2Mail 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 Click2Mail 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 Click2Mail. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Click2Mail with one click, and data entry runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- Click2MailConnect
- Google DriveConnect
- Google SheetsConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Click2Mail + DeskFerry can do
Real Click2Mail actions your AI agent can perform automatically — no manual work required.
Generate invoices
Create and send invoices from Click2Mail when projects are completed, milestones are hit, or billing cycles close.
Track expenses
Capture expense entries in Click2Mail from receipts, bank feeds, or employee submissions and categorize them automatically.
Manage client projects
Create project records in Click2Mail when new clients sign on and track deliverables, budgets, and timelines.
Schedule appointments
Book meetings and consultations in Click2Mail based on availability, send confirmations, and sync to team calendars.
Reconcile payments
Match incoming payments in Click2Mail to outstanding invoices and update account balances in real-time.
Generate financial reports
Pull revenue, expense, and profit data from Click2Mail into formatted reports for stakeholders and accountants.
Manage contracts
Track contract status, renewal dates, and approval workflows in Click2Mail with automated reminders before expiration.
Automate approval workflows
Route purchase orders, budget requests, and document approvals through Click2Mail based on predefined authorization rules.
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 Click2Mail
Authorize Click2Mail in your DeskFerry dashboard. Projects, clients, and financial data sync instantly.
Step 02
Define Business Workflows
Set up automation rules for Click2Mail — project milestones, invoice events, or client status changes trigger AI actions.
Step 03
Run Your Business on Autopilot
AI handles the operational work inside Click2Mail while you focus on growth. Track efficiency gains live.
Start automating Data Entry for Click2Mail
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
How does Click2Mail data stay secure during Data Entry automation?
All data exchanged between Click2Mail and DeskFerry during Data Entry processing is encrypted in transit and at rest. We use OAuth tokens for Click2Mail access, never store raw credentials, and maintain full audit logs of every Data Entry action.
Can the Click2Mail Data Entry agent also work with other tools in my stack?
Yes. The Data Entry agent connected to Click2Mail simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single Data Entry workflow can pull data from Click2Mail, process it, and push results to multiple destinations.
How does DeskFerry automate Data Entry directly inside Click2Mail?
DeskFerry connects natively with Click2Mail to handle the full Data Entry workflow. The AI agent monitors Click2Mail events, processes Data Entry tasks automatically, and writes results back to Click2Mail — no copy-pasting or tab-switching required.
What reporting does DeskFerry provide for Data Entry tasks processed through Click2Mail?
The dashboard shows Data Entry-specific metrics for your Click2Mail integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Click2Mail-triggered Data Entry workflows perform over time.
What document formats can the Data Entry agent process for Click2Mail?
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 Click2Mail (intake, work orders, inspection reports) are processed accurately.
Explore more