AI Agent for data extraction & data injection

With Eloquent you can easily create an AI agent that automates repetitive data extraction tasks. If you regularly need to pull data from emails, invoices, or standardized files, even going to ChatGPT each time becomes too much work. Instead, Eloquent agents can receive email directly, extract the required data, and send it into your CRM or database via a webhook or API. It saves you boring work, time, and money.

How it works

Every agent in Eloquent can receive email.

• Select your agent, go to Integrations, and enable the Email option.
• The agent is assigned a unique email address.
• Any email forwarded to this address is automatically processed according to the instructions in your prompt.

From there, you can connect the output to your CRM, database, or workflow tool using a webhook or API integration.

Our recommendations

• Use the Focus interface → Ideal for internal automation or admin workflows.
• Connect a webhook → Send extracted data directly into your CRM, ERP, or custom database.
• Standardize your prompts → Be clear about what fields the agent should extract (e.g., “Always capture invoice number, date, and total amount”).
• Validate outputs → For high-stakes processes (finance, compliance), set up a human review step before the data flows into production systems.

What can it do?

• Extract structured data from emails, invoices, contracts, or other recurring document types.
• Forward clean data into CRMs, ERPs, or databases via webhook/API.
• Categorize and label inputs (e.g., expense type, department, customer ID).
• Trigger workflows once data is extracted (e.g., create a task, start an approval flow).

What pain points does it solve?

• Manual copy-paste work from emails or documents.
• Time wasted handling repetitive, low-value data entry.
• Errors caused by human input.
• Bottlenecks in back-office processes like invoicing, orders, or intake forms.
• Lack of scalability when workload increases.

Who it’s for

This use case is especially relevant for:

• Accounting & finance teams → extracting invoice details into bookkeeping systems.
• Sales & CRM teams → parsing leads from inbound emails or forms.
• Logistics & operations → capturing order data from structured documents.
• Healthcare & wellness → extracting structured info from intake or referral emails.
• Education & training → processing student registration data from applications.

How to set it up

We’ll soon be releasing templates so you can configure this agent in minutes. Until then, we recommend:

• Agent temperature: 0.1 (strict extraction, no creativity).
• Reranking: Off (datasets are small, precision matters).
• Embeddings: 10 (enough for structured text).
• Similarity: Default.

This is one of the strongest automation-focused agents agencies can sell — it directly saves clients time and money while removing tedious manual work.