Have every incoming Excel or PDF list turn into master data automatically. You confirm the mapping once, then the records are created in the right place, with the original file attached to each one. Already in use for occupant lists from property managers and for technician qualifications.
The Agentic Part
An agent reads every incoming list and maps the columns to the right fields, regardless of how the file is named or structured. It creates a record in the right place for every row it recognises and attaches the original file, so it stays traceable at any time. Before anything is imported, it waits for your confirmation; without it, nothing gets written to your master data.
Main Features
- No record written before confirmation
- Intake path from incoming file to confirmation
- Guided wizard with plain-language steps and record matching
- Original file stored with every record it produced
Use Cases
- Someone used to type every new occupant list into master data by hand, column by column. Now the agent maps the columns automatically, and a staff member only has to confirm the mapping once.
- A list arrives in a slightly different format than usual. The agent still recognises the columns and maps them to the right fields before anything is saved.
- A new technician qualification arrives as a PDF. The record is created in the right place, with the original file attached directly to it, traceable at any time.
- A mapping looks uncertain because a column header is missing. Nothing is imported until a staff member confirms the mapping.
What we build for you
- Which object and which fields end up filled in
- Which file formats get accepted, tuned against real sample lists
- How new rows get matched against existing master data
- How uncertain rows get handled
