AI Agent for Data Entry — Built for CompanyHub
Automate Data Entry for teams using CompanyHub. DeskFerry agents handle the workflow end-to-end — no code, set up in minutes.
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 CompanyHub work for Data Entry automation?
CompanyHub 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 CompanyHub 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 CompanyHub. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect CompanyHub with one click, and data entry runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- CompanyHubConnect
- Google DriveConnect
- Google SheetsConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What CompanyHub + DeskFerry can do
Real CompanyHub actions your AI agent can perform automatically — no manual work required.
Create or update contacts
AI creates new contact records in CompanyHub from incoming leads or updates existing records when information changes.
Manage deal pipeline
Move deals through pipeline stages in CompanyHub based on AI-detected engagement signals and qualification scores.
Log activities and notes
Automatically log emails, calls, and meeting notes to the relevant contact or deal record in CompanyHub.
Enrich contact profiles
Pull firmographic and demographic data from external sources and append it to contact records in CompanyHub.
Score and qualify leads
AI evaluates new leads in CompanyHub against your ideal customer profile and assigns qualification scores.
Assign ownership rules
Route new contacts and deals in CompanyHub to the right sales rep based on territory, round-robin, or custom rules.
Generate pipeline reports
Extract deal data from CompanyHub and compile pipeline health summaries, win-rate trends, and forecast snapshots.
Sync data bi-directionally
Keep records in CompanyHub synchronized with other tools so every system reflects the latest contact and deal information.
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 Your CompanyHub Account
Authorize CompanyHub via OAuth in one click. DeskFerry maps your contacts, deals, and custom fields automatically.
Step 02
Set Up Sales Automation Rules
Define triggers — new lead, deal stage change, stale pipeline — and the AI actions to take in CompanyHub.
Step 03
Launch & Track Revenue Impact
Your AI agent starts working inside CompanyHub. Track leads processed, deals influenced, and time saved on your dashboard.
Start automating Data Entry for CompanyHub
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
Can I customize which CompanyHub events trigger Data Entry actions?
Yes. You define exactly which CompanyHub 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 CompanyHub.
Do I need technical skills to connect CompanyHub for Data Entry automation?
No coding required. The no-code builder walks you through connecting CompanyHub and configuring Data Entry rules visually. Your team can set up, modify, and manage CompanyHub-based Data Entry workflows without any developer involvement.
Can I test Data Entry automation with CompanyHub before going live?
Yes. You can run Data Entry workflows in test mode using sample CompanyHub data before activating on live records. This lets you verify every Data Entry rule works correctly with your CompanyHub setup before processing real data.
Can I run multiple Data Entry workflows with different CompanyHub triggers?
Yes. You can create parallel Data Entry workflows that respond to different CompanyHub events or conditions. For example, one Data Entry flow for new CompanyHub records and another for updated ones — each with independent rules and actions.
What document formats can the Data Entry agent process for CompanyHub?
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 CompanyHub (intake, work orders, inspection reports) are processed accurately.
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