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Use cases
OperationsProfessional servicesHealthcareSingle agent

Data entry and extraction

An agent that turns forms, PDFs, scans, emails and messy spreadsheets into clean rows in your spreadsheet, CRM or database, and asks a person only when it is unsure.

The problem

Companies keep paying people to retype information that already exists. Data entry is the second most in-demand admin skill in Upwork’s In-Demand Skills 2026 report.

It is what businesses hire for

Upwork lists the usual projects: form entry and transcription, database cleanup and de-duplication, e-commerce product listings, data migration between systems, and CRM entry.

Upwork

It is paid by the hour, and it comes back every week

Data entry specialists cost $10–$20 an hour, with projects from $50–$300 for basic entry up to $300–$1,200 for migrations.

Upwork

It is slow, error-prone, and rigid tools break

People get tired, skip fields and mistype numbers, and someone has to check the output anyway. Template-based extraction stops working when a form or supplier changes its layout.

How it works

What the agent does

  1. 01

    Takes documents from where they arrive

    On a schedule, or whenever your system sends them, a code step picks up new files from an inbox, shared folder, form tool or upload.

  2. 02

    Reads any layout

    An extraction agent runs on every document in parallel and fills the exact fields you define, such as name, date, amount, address and product code, whatever the layout. Scans and photos are read as images.

  3. 03

    Checks its work

    Code steps validate formats (dates, emails, totals), look up existing records to avoid duplicates, and standardise values such as state names, units and phone formats. The agent also reports how confident it is in each field.

  4. 04

    Writes to your system

    Clean records are added to Google Sheets, Airtable, your CRM or your database through a tool.

  5. 05

    Cleans what you already have

    The same workflow can run over an existing spreadsheet to de-duplicate, fill gaps and standardise.

What keeps it safe

Checked before anyone sees an answer

The guardrail

Nothing is saved on the agent’s word alone. Code re-checks formats and totals and looks for duplicates, and a record that fails a check or has a low-confidence field is held back from your system and sent to review.

Where a person steps in

Low-confidence records and failed checks go to the Human Review inbox with the document and the fields side by side, editable. Everything else goes straight through. For the first week, everything is reviewed.

What is recorded

Every document has a trace: what was read, which checks passed, who approved it and what it cost. You are emailed if anything fails.

How it is built in Studio

The steps, in order

A one-off clean-up or migration can skip the source connection in step 5: upload the files and run the workflow once.

StepWhat you do in StudioTypical time
1Define the fieldsCreate the extraction agent and its output schema, which is your spreadsheet’s columns.20–30 min
2Add your rulesCreate a knowledge base with your formats, category lists and mappings.20–30 min
3Test on real documentsRun 20–30 samples in the Playground and save them as a test suite with the correct answers.1 hour
4Build the workflowTrigger, fetch, Agent (for each), validate, Branch, Human review, save.1–2 hours
5Connect your systemsConnect the source (inbox, folder or form tool) and the destination (Sheets, CRM or database).A few hours per system for a developer
6Run in review modeSend everything to Human Review for the first week, then only the exceptions.1 week
What it is worth

A worked example

A business entering 1,500 forms or documents a month. The inputs are assumptions about a typical business; replace them with your own numbers.

LineAssumptionPer year
Manual entry today1,500 documents a month × 5 minutes each, which is 125 hours a month at $15 an hour, the middle of the $10–$20 range$22,500
Review time with StudioThe agent handles every document; people review about 15% at 2 minutes each, which is 7.5 hours a month$1,350
Labour savedManual entry today, less the review time that remains≈ $21,150
Faster turnaroundRecords ready in minutes, not at the end of the weekNot counted
Total value≈ $21,150
Krazimo Studio cost≈ $1,400–$1,600 a year: the Starter plan at $99 a month (about 3,000 runs a month) plus model usage of about a cent or two per document

About 1,400 hours a year of typing, replaced by 7.5 hours a month of reviewing the documents the agent was unsure about.

Data entry and extraction

See it working
on your own information.

Tell us about your business and we will walk through this use case with you in Studio.