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Automate data entry from spreadsheets, portals, email and PDFs

Repeated typing often sits between systems you already use. Show us where information arrives, where it needs to go and what your team checks before submitting it.

Where data entry hides

Spreadsheet to website

Rows copied from a job sheet into a customer portal, with a confirmation recorded for each submission.

Excel to website automation →

Email to system

Details from incoming messages retyped into an office system. Identify which fields are required and which messages need a person's judgment.

PDF and forms to system

Information from documents entered into records. Unclear text and missing fields need review before the record is accepted.

System to system

Records copied between separate tools. Decide which system owns each field and how duplicates or conflicting updates should be handled.

Which approach fits

Start with a connector when both systems support the actions you need. A direct API connection can fit when you need more control over fields, checks or exceptions. Neither option removes the need to validate the source data and record what changed.

Browser automation works through the website's screens when there is no suitable connection. Read API or browser automation and what to do when a website has no API before choosing an approach. We inspect the task before recommending a tool.

An example with numbers

A Utah fiber contractor had a daily task with two parts. First, a person read job information from an Excel sheet and submitted staking information to a website. Second, the same person collected the completed jobs and sent them by email.

The task took about one hour each working day. We automated both parts. At five working days a week, that is about 250 hours a year returned to the business.

Read the full story →

How we build it

  1. We sit down with you

    In person at your office, or on a Google Meet call. You show us the task that eats your time.

  2. We map the process

    We write down each step, each login and each file. You see the plan in plain language before we build.

  3. We build and test

    We run the automation beside your current process until the results match.

  4. You take the time back

    We hand over the working system, show your team how it runs, and stay on call for changes.

Book a free consultation

Common questions

Can you automate data entry from Excel into a website?

Yes. The automation reads spreadsheet rows, checks the required fields, enters them into the website and records the result. The method depends on the website's connectors, API access and screens.

What if the website has no API?

Browser automation can use the screens a person uses: log in, open the form, enter the data and read the confirmation. See our website-has-no-api guide for the options to check first.

How do you stop bad data getting in?

We check required fields and expected formats before submission, set invalid rows aside for review, and log the results. Unusual cases go to a person rather than being guessed. We test beside the current process until the results match.

How much does data entry automation cost?

The price depends on the steps, systems and exceptions. See our AI automation cost guide for what shapes a proposal. We give you a price after seeing the task.

Is the first consultation free?

Yes. The first AI consultation is free when you book it through this site.

Show us the task that takes too long

Book a free consultation: an in-person visit in Utah or a Google Meet call. Your booking goes to both partners.

Book a free consultation