Batch Data Entry Automation

The Problem

You have 20 expense reports to submit, 15 contacts to add to a CRM, or 30 form entries to complete. The app has no API or import function. Doing it manually means repetitive clicking and typing for hours.

The Workflow

Step 1: Prepare Your Data

Give AI the records to enter.

Prompt to use:

I need to enter these 5 expenses into the Expensify web app:

1. Jan 15: $45.50 - Meals - "Team lunch at Cafe Milano"
2. Jan 16: $22.00 - Travel - "Uber to client office"
3. Jan 17: $89.99 - Office - "Wireless keyboard"
4. Jan 18: $12.50 - Meals - "Coffee meeting"
5. Jan 19: $156.00 - Travel - "Train to conference"

For each one, I need you to:
1. Click "New Expense"
2. Fill in the date, amount, category, and description
3. Click "Save"
4. Wait for the form to reset before the next entry

Step 2: Watch the First Entry

AI performs the first entry while you verify.

Example output:

STARTING BATCH ENTRY (1 of 5)

Clicking "New Expense" button...
Filling form:
  - Date: Jan 15
  - Amount: $45.50
  - Category: selecting "Meals"
  - Description: "Team lunch at Cafe Milano"
Clicking "Save"...

✓ Entry 1 complete. Proceed with remaining 4?

Step 3: Continue or Adjust

If something needs adjustment, correct it before continuing.

Prompt to use:

The category dropdown uses "Food & Drink" not "Meals".
Use that category instead and continue with the rest.

Step 4: Review Results

After completion, verify all entries.

Prompt to use:

Done. Now check the expense list to confirm all 5
entries appear correctly.

Expected Result

Multiple records entered into any application through UI automation, turning hours of repetitive data entry into a supervised automated process.

Tools Used

This workflow uses the UI Automation toolbox:

Tool	Purpose
ui_viewer_get_ui_tree	Analyze form structure
ui_viewer_find_elements	Locate form fields and buttons
ui_controller_click	Click buttons and dropdowns
ui_controller_type_text	Enter text values

Tips

• Always watch the first entry to catch any issues
• Use clear, consistent data format for AI to parse
• Break large batches into smaller sets (10-20 at a time)
• Save a backup of your data before starting

Related Workflows

• Menu Navigation - Find app commands