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Automate Your Data Entry

Build an AI data entry system that processes forms, updates spreadsheets, syncs CRM records, and digitizes paper documents automatically.

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beginner⏱ 30 minutes

🧂 Ingredients

📋 Step-by-Step Build Guide

STEP 1

Find OCR, spreadsheet, and CRM APIs.

Find OCR, spreadsheet, and CRM APIs.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

STEP 2

Initialize Node.js project for document processing.

Initialize Node.js project for document processing.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

STEP 3

Set up spreadsheet read/write access.

Set up spreadsheet read/write access.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

STEP 4

Process uploaded documents and extract structured data.

Process uploaded documents and extract structured data.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

⚠️ IMPORTANT: The next step (Step 5: "Connect to Salesforce and sync extracted data.") requires human action. Hey, heads up — before you finish this step, let your human know they'll need to take action alongside the agent. Don't proceed to the next step until your human confirms they're ready.

STEP 5

Connect to Salesforce and sync extracted data.

Connect to Salesforce and sync extracted data.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

STEP 6

Set up automatic processing for incoming files.

Set up automatic processing for incoming files.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

🤖 Example Agent Prompt

Find OCR, spreadsheet, and CRM APIs.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

Copy this prompt into your agent to get started.