AI Agent for Data Entry — Built for Wrike
Automate Data Entry for teams using Wrike. 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 Wrike work for Data Entry automation?
Wrike 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 Wrike 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 Wrike. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Wrike with one click, and data entry runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- WrikeConnect
- Google DriveConnect
- Google SheetsConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Wrike + DeskFerry can do
Real Wrike actions your AI agent can perform automatically — no manual work required.
Bulk modify group members
Adds or removes members for multiple wrike groups in a single request; all specified user ids must correspond to existing wrike users.
Create a folder
Creates a new wrike subfolder within the specified `folderid`, optionally as a project if `customitemtypeid` is given; the folder is auto-shared with its creator.
Create a group
Creates a new user group in wrike with a specified title, optionally setting members, parent group, avatar, and custom metadata.
Create invitation
Invites a user to a wrike workspace by email, optionally with name, specifying either `usertypeid` or a combination of `role`/`external`; custom email subject/message available for paid accounts.
Create task in folder
Creates a new task in a specified wrike folder; if setting priority with `prioritybefore` or `priorityafter`, the referenced task must be in the same folder or project.
Delete custom field by id
Permanently deletes a custom field by its id; this action is irreversible and requires a valid, existing custom field id.
Delete folder
Permanently deletes the folder specified by `folderid` and all its contents (e.g., tasks, documents, subfolders) from the wrike workspace; this irreversible action is for when the folder is no longer needed and has no active tasks or dependencies that would block deletion.
Delete group by id
Permanently deletes a group by its `groupid`; this action is irreversible and does not affect user accounts that were members of the group.
Delete invitation
Permanently deletes an existing invitation, specified by its unique `invitationid`; this action cannot be undone.
Delete task
Permanently deletes a wrike task and all its associated data by its id; this action is irreversible and the task must exist.
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 Wrike
Link Wrike to DeskFerry in one click. Your tasks, projects, and documents sync automatically.
Step 02
Set Up Workspace Automation
Define triggers in Wrike — new tasks, status changes, due dates — and the AI actions that follow.
Step 03
Work Smarter, Not Harder
Your AI agent keeps Wrike organized while you focus on execution. Track productivity gains on your dashboard.
Start automating Data Entry for Wrike
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
Do I need technical skills to connect Wrike for Data Entry automation?
No coding required. The no-code builder walks you through connecting Wrike and configuring Data Entry rules visually. Your team can set up, modify, and manage Wrike-based Data Entry workflows without any developer involvement.
Can I run multiple Data Entry workflows with different Wrike triggers?
Yes. You can create parallel Data Entry workflows that respond to different Wrike events or conditions. For example, one Data Entry flow for new Wrike records and another for updated ones — each with independent rules and actions.
Can the Wrike Data Entry agent also work with other tools in my stack?
Yes. The Data Entry agent connected to Wrike simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single Data Entry workflow can pull data from Wrike, process it, and push results to multiple destinations.
What happens when the Data Entry agent encounters an issue in Wrike?
When the AI hits an edge case during Data Entry processing in Wrike, it escalates to your team with full context — the Wrike record, what was attempted, and why it needs review. Your Data Entry pipeline never stalls or loses data.
What document formats can the Data Entry agent process for Wrike?
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 wrike (intake, work orders, inspection reports) are processed accurately.
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