Run Data Entry on Clockify — AI Agent
Already on Clockify? 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 Clockify work for Data Entry automation?
Clockify 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 Clockify 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 Clockify. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Clockify with one click, and data entry runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- ClockifyConnect
- Google DriveConnect
- Google SheetsConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Clockify + DeskFerry can do
Real Clockify actions your AI agent can perform automatically — no manual work required.
Create Client
Tool to add a new client to a workspace. use when you need to create a client in a specific workspace.
Create Webhook
Tool to create a new webhook in a workspace. use when you want to subscribe to workspace events by registering a callback url.
Delete Client
Tool to delete a client from a workspace. use after archiving the client and confirming no associated data exists.
Delete Webhook
Tool to delete a webhook from a workspace. use when you need to remove an existing webhook by its id.
Filter Workspace Users
Tool to filter users in a workspace by advanced criteria. use when you need a paginated, sortable list of workspace users matching multiple filters.
Find User's Team Managers
Tool to get managers of a user in a workspace. use after confirming workspace and user ids are correct.
Generate New Webhook Token
Tool to generate a new webhook token. use after confirming workspace and webhook ids.
Get All Addon Webhooks
Tool to list all webhooks for an addon in a workspace. use after confirming workspace and addon ids.
Get All My Workspaces
Tool to list all workspaces the user belongs to. use when you need an overview of accessible workspaces after authentication.
Get All Webhooks
Tool to list all webhooks in a workspace. use when you need to retrieve defined webhooks after confirming the workspace id.
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 Clockify
Link Clockify to DeskFerry in one click. Your tasks, projects, and documents sync automatically.
Step 02
Set Up Workspace Automation
Define triggers in Clockify — new tasks, status changes, due dates — and the AI actions that follow.
Step 03
Work Smarter, Not Harder
Your AI agent keeps Clockify organized while you focus on execution. Track productivity gains on your dashboard.
Start automating Data Entry for Clockify
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
What happens when the Data Entry agent encounters an issue in Clockify?
When the AI hits an edge case during Data Entry processing in Clockify, it escalates to your team with full context — the Clockify record, what was attempted, and why it needs review. Your Data Entry pipeline never stalls or loses data.
How long does it take to set up Data Entry automation with Clockify?
Most users connect Clockify 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 Clockify triggers?
Yes. You can create parallel Data Entry workflows that respond to different Clockify events or conditions. For example, one Data Entry flow for new Clockify records and another for updated ones — each with independent rules and actions.
Do I need technical skills to connect Clockify for Data Entry automation?
No coding required. The no-code builder walks you through connecting Clockify and configuring Data Entry rules visually. Your team can set up, modify, and manage Clockify-based Data Entry workflows without any developer involvement.
What document formats can the Data Entry agent process for Clockify?
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 clockify (intake, work orders, inspection reports) are processed accurately.
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