Data Entry Automation on Formatting, Powered by AI
Run Data Entry on top of Formatting with an Arahi AI agent. Faster execution, fewer errors, zero manual busywork.
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. (Arahi).
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 the meeting transcript end-to-end
- 2Extract decisions, commitments, and next steps
- 3Update the deal record and advance the stage if criteria met
- 4Notify the right teammate with the relevant context
Get started in three steps
Connect Formatting
Link Formatting to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in Formatting — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps Formatting organized while you focus on execution. Track productivity gains on your dashboard.
Vendor: Riverline Co. · Term: 12 months from Apr 1.
Action items extracted; assignees notified in Slack.
Three deals moved to next stage; risks flagged for the AE.
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.
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 meeting outcome.
- Agent2:46 PM
Advanced deal stage; the criteria for Proposal were met.
Reason: Budget confirmed and decision-maker identified per stage definition.
- Agent2:45 PM
Wrote meeting notes 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.
Frequently asked questions
Most users connect Formatting 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.
Yes. You can create parallel data entry workflows that respond to different Formatting events or conditions. For example, one data entry flow for new Formatting records and another for updated ones — each with independent rules and actions.
Arahi AI connects natively with Formatting to handle the full data entry workflow. The AI agent monitors Formatting events, processes data entry tasks automatically, and writes results back to Formatting — no copy-pasting or tab-switching required.
The Formatting integration automates end-to-end data entry — including data capture from Formatting, validation, routing, follow-up actions, and status updates. Every data entry step that touches Formatting can be handled by the AI agent.
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 formatting (intake, work orders, inspection reports) are processed accurately.
Validated extraction accuracy typically exceeds 98% on standardized documents — significantly better than the 4-5% error rates common with manual data entry in formatting environments. Edge cases below the confidence threshold are flagged for human review instead of guessed.
Yes. You can run data entry workflows in test mode using sample Formatting data before activating on live records. This lets you verify every data entry rule works correctly with your Formatting setup before processing real data.
The data entry agent scales automatically as your Formatting activity grows. Whether you process 10 or 10,000 data entry tasks per day from Formatting, the AI handles the volume without slowdowns or additional configuration.
All data exchanged between Formatting and Arahi AI during data entry processing is encrypted in transit and at rest. We use OAuth tokens for Formatting access, never store raw credentials, and maintain full audit logs of every data entry action.
Yes. The data entry agent connected to Formatting simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single data entry workflow can pull data from Formatting, process it, and push results to multiple destinations.
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