Run Data Entry on Polygon — AI Agent
Already on Polygon? Add an Arahi AI agent for Data Entry and save hours every week without writing code.
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).
How does Polygon work for data entry automation?
Polygon works for data entry automation by powering an Arahi AI agent that runs the workflow end-to-end inside your existing tools — no code, no custom build. The agent connects to Polygon 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. AI extracts, validates, and enters data from documents, emails, and forms automatically. Teams typically see high across mixed document formats once the agent is in production. 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.
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 Polygon
Authorize Polygon in your Arahi AI dashboard. The secure connection takes less than 60 seconds.
Configure Your AI Agent
Set up triggers, actions, and conditions specific to how your team uses Polygon.
Deploy & Monitor Results
Your AI agent goes live immediately. Track tasks automated, time saved, and accuracy metrics in real-time.
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
All data exchanged between Polygon and Arahi AI during data entry processing is encrypted in transit and at rest. We use OAuth tokens for Polygon access, never store raw credentials, and maintain full audit logs of every data entry action.
The data entry agent scales automatically as your Polygon activity grows. Whether you process 10 or 10,000 data entry tasks per day from Polygon, the AI handles the volume without slowdowns or additional configuration.
Yes. You can run data entry workflows in test mode using sample Polygon data before activating on live records. This lets you verify every data entry rule works correctly with your Polygon setup before processing real data.
When the AI hits an edge case during data entry processing in Polygon, it escalates to your team with full context — the Polygon record, what was attempted, and why it needs review. Your data entry pipeline never stalls or loses data.
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 polygon (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 polygon environments. Edge cases below the confidence threshold are flagged for human review instead of guessed.
No coding required. The no-code builder walks you through connecting Polygon and configuring data entry rules visually. Your team can set up, modify, and manage Polygon-based data entry workflows without any developer involvement.
Arahi AI connects natively with Polygon to handle the full data entry workflow. The AI agent monitors Polygon events, processes data entry tasks automatically, and writes results back to Polygon — no copy-pasting or tab-switching required.
The Polygon integration automates end-to-end data entry — including data capture from Polygon, validation, routing, follow-up actions, and status updates. Every data entry step that touches Polygon can be handled by the AI agent.
Most users connect Polygon 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.
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