AI Agent for Data Entry — Built for Todoist
Automate Data Entry for teams using Todoist. 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 Todoist work for Data Entry automation?
Todoist 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 Todoist 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 Todoist. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Todoist with one click, and data entry runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- TodoistConnect
- Google DriveConnect
- Google SheetsConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Todoist + DeskFerry can do
Real Todoist actions your AI agent can perform automatically — no manual work required.
Add Workspace
Tool to create a new workspace in todoist. use when you need a separate workspace to organize projects. generates uuid and temp id automatically.
Close Task
This tool marks an existing task as completed in todoist. it requires the `task id` of the task to be closed.
Create Comment
Tool to create a new comment in todoist. use when you need to add a note to a specific task or project after confirming its id.
Create Label
Creates a new label.
Create Project
Creates a new project in todoist.
Create Section
Tool to create a new section within a specific project. use when you need to group tasks under a new heading in a project.
Create task
Create a new task in todoist. this action allows users to create tasks with various parameters including content, due dates, priority, and more. the task can be created in a specific project, section, or as a subtask of another task.
Delete Project
Tool to delete a specific todoist project. use when you need to permanently remove a project by its id.
Delete task
Delete a task from todoist. this action permanently removes the task and all its subtasks.
Get All Comments
This tool retrieves all comments associated with a specific task or project in todoist. it requires either a task id or a project id to fetch the comments, and it returns a json array of comment objects with details such as id, posted at, content, and attachment 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 Todoist
Link Todoist to DeskFerry in one click. Your tasks, projects, and documents sync automatically.
Step 02
Set Up Workspace Automation
Define triggers in Todoist — new tasks, status changes, due dates — and the AI actions that follow.
Step 03
Work Smarter, Not Harder
Your AI agent keeps Todoist organized while you focus on execution. Track productivity gains on your dashboard.
Start automating Data Entry for Todoist
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
Can I run multiple Data Entry workflows with different Todoist triggers?
Yes. You can create parallel Data Entry workflows that respond to different Todoist events or conditions. For example, one Data Entry flow for new Todoist records and another for updated ones — each with independent rules and actions.
How does DeskFerry automate Data Entry directly inside Todoist?
DeskFerry connects natively with Todoist to handle the full Data Entry workflow. The AI agent monitors Todoist events, processes Data Entry tasks automatically, and writes results back to Todoist — no copy-pasting or tab-switching required.
Can the Todoist Data Entry agent also work with other tools in my stack?
Yes. The Data Entry agent connected to Todoist simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single Data Entry workflow can pull data from Todoist, process it, and push results to multiple destinations.
How long does it take to set up Data Entry automation with Todoist?
Most users connect Todoist 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 Todoist?
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 todoist (intake, work orders, inspection reports) are processed accurately.
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