Data Entry Automation on Cliniko, Powered by AI
Run Data Entry on top of Cliniko 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 Cliniko work for Data Entry automation?
Cliniko 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 Cliniko 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 Cliniko. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Cliniko with one click, and data entry runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- ClinikoConnect
- Google DriveConnect
- Google SheetsConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Cliniko + DeskFerry can do
Real Cliniko actions your AI agent can perform automatically — no manual work required.
Generate invoices
Create and send invoices from Cliniko when projects are completed, milestones are hit, or billing cycles close.
Track expenses
Capture expense entries in Cliniko from receipts, bank feeds, or employee submissions and categorize them automatically.
Manage client projects
Create project records in Cliniko when new clients sign on and track deliverables, budgets, and timelines.
Schedule appointments
Book meetings and consultations in Cliniko based on availability, send confirmations, and sync to team calendars.
Reconcile payments
Match incoming payments in Cliniko to outstanding invoices and update account balances in real-time.
Generate financial reports
Pull revenue, expense, and profit data from Cliniko into formatted reports for stakeholders and accountants.
Manage contracts
Track contract status, renewal dates, and approval workflows in Cliniko with automated reminders before expiration.
Automate approval workflows
Route purchase orders, budget requests, and document approvals through Cliniko 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 Cliniko
Authorize Cliniko in your DeskFerry dashboard. Projects, clients, and financial data sync instantly.
Step 02
Define Business Workflows
Set up automation rules for Cliniko — project milestones, invoice events, or client status changes trigger AI actions.
Step 03
Run Your Business on Autopilot
AI handles the operational work inside Cliniko while you focus on growth. Track efficiency gains live.
Start automating Data Entry for Cliniko
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
How long does it take to set up Data Entry automation with Cliniko?
Most users connect Cliniko and launch their first Data Entry automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure Data Entry-specific rules through a visual no-code builder.
Can I run multiple Data Entry workflows with different Cliniko triggers?
Yes. You can create parallel Data Entry workflows that respond to different Cliniko events or conditions. For example, one Data Entry flow for new Cliniko records and another for updated ones — each with independent rules and actions.
How does DeskFerry automate Data Entry directly inside Cliniko?
DeskFerry connects natively with Cliniko to handle the full Data Entry workflow. The AI agent monitors Cliniko events, processes Data Entry tasks automatically, and writes results back to Cliniko — no copy-pasting or tab-switching required.
How does Cliniko data stay secure during Data Entry automation?
All data exchanged between Cliniko and DeskFerry during Data Entry processing is encrypted in transit and at rest. We use OAuth tokens for Cliniko access, never store raw credentials, and maintain full audit logs of every Data Entry action.
What document formats can the Data Entry agent process for Cliniko?
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 cliniko (intake, work orders, inspection reports) are processed accurately.
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