4 Steps to End Your Copy-Paste Work
Most operational work isn't decision-making — it's transportation. Moving the same data from one tab to another, reformatting it, and retyping it into yet another system. Cortex reads what's on your screen and does the moving for you, across any app, without API integrations.
Getting Started
Open your source and destination systems side by side in Cortex. Describe what needs to move — Cortex handles the rest, step by step.
Identify the data to move
“Read the client info from this form and tell me what needs to go where.”
Cortex scans your source — a PDF, a web form, a spreadsheet, or any open app — and extracts the relevant fields. It maps them to their destinations based on context, not just exact label matches.
Cross-check before transferring
“Check for any mismatches, missing fields, or formatting differences before you fill anything in.”
Before writing a single character into the destination, Cortex flags anything that looks off — mismatched formats, missing required fields, or values that seem out of range. You approve before it proceeds.
Fill the destination system
“Now fill this into the portal.”
or
“Update the CRM and the spreadsheet with this data.”
Cortex operates the destination app the same way you would — clicking fields, typing values, handling dropdowns. Every action is visible. You can pause, correct, or take over at any point.
Log the update and move on
“Mark this as done in the tracker and send a quick confirmation note.”
Once the data is transferred, Cortex updates your tracker or log, and can send a brief confirmation if needed. Your record stays clean without extra manual steps.
Ready to try it yourself?
Download Cortex and follow along with this workflow.