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