Data Entry on Autopilot for Conveyor Users
DeskFerry automates Data Entry across Conveyor, cutting repetitive work so your team can focus on higher-value tasks.
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 Conveyor work for Data Entry automation?
Conveyor 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 Conveyor 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 Conveyor. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Conveyor with one click, and data entry runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- ConveyorConnect
- Google DriveConnect
- Google SheetsConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Conveyor + DeskFerry can do
Real Conveyor actions your AI agent can perform automatically — no manual work required.
Create and route tickets
Automatically create support tickets in Conveyor from emails, chats, or form submissions and route them by category.
Prioritize by urgency
AI analyzes incoming tickets in Conveyor and assigns priority levels based on sentiment, keywords, and customer tier.
Draft reply suggestions
Generate contextual response drafts for tickets in Conveyor using knowledge base articles and past resolutions.
Escalate SLA breaches
Monitor response and resolution times in Conveyor and escalate tickets that approach SLA thresholds.
Tag and categorize issues
Automatically apply tags and categories to tickets in Conveyor based on AI analysis of the issue description.
Merge duplicate tickets
Detect duplicate or related tickets in Conveyor and merge them to reduce agent workload and confusion.
Generate support analytics
Pull ticket volume, resolution time, and satisfaction data from Conveyor into actionable support dashboards.
Update knowledge base
Identify recurring issues in Conveyor and draft new knowledge base articles to reduce future ticket volume.
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 Conveyor
Authorize Conveyor and DeskFerry immediately starts monitoring incoming tickets and support events.
Step 02
Configure Ticket Workflows
Set up AI triage rules — classify tickets by type, assign priority, and route to the right agent in Conveyor.
Step 03
Resolve Faster & Track Results
AI handles routine tickets and drafts responses in Conveyor. Monitor resolution times and satisfaction scores live.
Start automating Data Entry for Conveyor
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
How does Conveyor data stay secure during Data Entry automation?
All data exchanged between Conveyor and DeskFerry during Data Entry processing is encrypted in transit and at rest. We use OAuth tokens for Conveyor access, never store raw credentials, and maintain full audit logs of every Data Entry action.
Can I test Data Entry automation with Conveyor before going live?
Yes. You can run Data Entry workflows in test mode using sample Conveyor data before activating on live records. This lets you verify every Data Entry rule works correctly with your Conveyor setup before processing real data.
How long does it take to set up Data Entry automation with Conveyor?
Most users connect Conveyor 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 customize which Conveyor events trigger Data Entry actions?
Yes. You define exactly which Conveyor 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 Conveyor.
What document formats can the Data Entry agent process for Conveyor?
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 conveyor (intake, work orders, inspection reports) are processed accurately.
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