Sanaf, the AI employee

AI data entry

Records arrive as emails, forms, scans and attachments, and somebody types them into the place they are supposed to live. Then somebody else finds the duplicate. This is that job, done continuously, by something that flags what it cannot read instead of guessing.

What it does

Concretely

  • Enters records from emails, forms, scans and attachments.
  • Moves data between spreadsheets, your CRM and your accounting software.
  • Cleans up duplicates and inconsistent records.
  • Checks new entries against what is already on file before adding them.
  • Runs the recurring imports and exports, and flags anything that does not match.

Typing it in twice is where the errors live

Data entry is rarely one system. It is a form that becomes a spreadsheet row that becomes a CRM record that becomes a line in the accounting software, keyed by hand at each step by whoever had the time. Every hop is a chance to transpose a figure, and the error is usually found weeks later by someone who has to work backwards to the source.

It enters and tidies, it does not decide

That is the rule this job is hired under, and it is the one that makes unattended data entry safe. A record it cannot read confidently, a duplicate that might be two real customers with similar names, or a figure that disagrees with the source: all three go to a person with both versions side by side. Nothing is deleted on its own say-so.

Duplicates are a judgment, not a match

Two records with the same company name are sometimes one customer and sometimes a parent and a subsidiary who will both be annoyed if you merge them. Automatic deduplication that is confident about this is how a clean database becomes a wrong one. Here the near-matches are surfaced with the evidence and the merge is a person’s call.

Questions

Frequently asked

Can it read a scanned document or a PDF attachment?
It works from emails, forms, scans and attachments, which is the common shape of how records actually arrive. What it cannot read confidently it flags rather than guesses at, because a misread figure that enters your accounting software silently is worse than one that waits for a person.
What stops it from filling my CRM with junk?
It checks new entries against what is already on file before adding them, and anything that does not match is flagged rather than written. The check before the write is the part that matters: a fast importer with no reconciliation step is how most CRM data quality problems start.
Does it work on a schedule or continuously?
Both, depending on the work. Recurring imports and exports run on the schedule you set, and record entry happens as things arrive. You decide which of the two a given flow should be when you write the job.