Skip to content

Data entry automation

Automate data entry without copying it twice

Data entry can be automated when information arrives in recognisable forms and the destination fields have clear rules. ThreeDayAI can extract, validate and enter that information across existing systems. Missing, conflicting or low-confidence records are held for human review instead of being forced through.

Get my automation plan Email the task

Typical first engagements are A$3,500 to A$8,000 excl. GST.

Is this the right task to automate?

The clearest opportunities involve repeated fields moving between emails, forms, PDFs, spreadsheets and systems of record.

Strong first-task signals

  • Information arrives in consistent forms, documents or messages.
  • Destination fields and validation rules can be defined.
  • Staff repeat copy-paste, cleanup or duplicate checks.
  • An owner can resolve uncertain records.

Usually not the first build

  • Source documents are illegible or materially inconsistent.
  • Destination fields have no agreed definitions.
  • The source and destination systems cannot be accessed safely.
  • Every record requires subjective interpretation.

One task, three clear phases

A reliable data-entry workflow separates high-confidence records from exceptions. The goal is clean movement, not blind throughput.

Map fields and rules

Match each source field to its destination, define formats, required values, duplicates and validation checks.

Build extraction and entry

Read incoming information, normalise it, validate it and create or update the correct record.

Prove exception routing

Test messy examples and make sure missing, conflicting or low-confidence records reach a person.

Automation with an accountable decision point

High-confidence records can move automatically. A person reviews ambiguous documents, unmatched entities, sensitive changes and anything that fails an agreed validation rule.

No silent guessing If confidence or validation falls below the rule, the record stops for review.

Keep the stack. Remove the repetition.

The workflow can bridge the inboxes, files, spreadsheets, finance systems and CRMs already carrying the information.

  • Outlook
  • SharePoint
  • Excel
  • Microsoft Forms
  • Xero
  • HubSpot
  • Salesforce
  • Airtable
  • Google Sheets
  • Google Drive

Questions before the first call

Clear scope comes before software. These answers explain where the first release starts and where human ownership stays.

Can AI enter data from PDFs and email attachments?

Often, yes. The workflow can extract defined fields from supported documents, validate the values and create or update records. Document quality, field consistency and access to the destination system determine feasibility. Uncertain values should be routed for review.

How are data-entry errors handled?

The build uses required-field checks, format rules, duplicate detection and confidence thresholds. Records that fail a check are held with the reason visible, so a person can correct them instead of the system silently guessing.

How much does a Workflow Fix cost?

Typical first engagements are A$3,500 to A$8,000 excl. GST. We quote the actual workflow, including its rules, exceptions, data sensitivity and acceptance tests, not app connections. The implementation plan and fixed-scope quote are prepared during the initial call.

Will every automation be delivered in three days?

No. Qualified, bounded scopes may use the focused three-day delivery model. Larger or higher-risk work is reduced to a reliable first release, split into phases or quoted separately before any build begins.

Leave with a buildable plan

In 30 minutes, leave with a first-release implementation plan, fixed-scope quote, savings estimate and estimated first-year ROI.