Work & office
Copy data into a CRM or admin panel
Moving contacts from a spreadsheet or email into a web admin panel is slow. The agent types records into the form one by one and checks each one.
Work & office · agent
Task
“Add these 5 contacts to the CRM form on this page and save each one: (list)”
Steps5
ApprovalYes
Status
How the agent does it
- Reads the CRM form fields
- Fills the first record and checks the values
- Asks before saving, then repeats for the next record
- Reports which records were saved
- Waiting for your OKAsks before each Save (or once for the whole batch if you say so)
Result
Records entered in your CRM and a short report of anything that needs your attention.
Records entered in your CRM and a short report of anything that needs your attention.
Tips for better results
- Start with two records to check it maps the fields correctly.
- Keep the source list in the chat so it can double-check.
Questions
Can it import a file?
It types the data you give it into the page. It doesn’t upload files on its own.
Is this allowed by my CRM?
You use your own account in your browser; follow your company’s rules and the site’s terms.
Related use cases
- Draft replies to commentsOpen the comments under your post and get thoughtful replies you can review before…Creators & social
- Summarize terms and contractsBefore you click “I agree”, get the important parts of the terms: fees, renewals,…Work & office
- Watch a price and get told when it dropsSet a scheduled automation that checks a product page every morning and notifies you…Shopping
- Fill in long web formsRegistrations, applications and supplier forms: give the agent the details once and it…Work & office
- Get a quick market snapshotWho are the main players, how big is the market, what are the trends? The agent pulls…Research
Hand off your next errand.
Try it with a free request. Pro unlocks unlimited agent tasks, Duet and research.