An agenda in an afternoon
Describe in a sentence what you need to keep and the assistant builds the table, column types included. Adjusting it is a matter of clicking, not of ordering work from a vendor.
A small business that outgrew spreadsheets
Records live in Excel and deadlines live in one person’s head. DATIFY turns that into one place that needs no IT department of its own.
DATIFY is used by companies from a handful of people to carriers with hundreds of vehicles.
Company›ContractsNew record
All46Ending in 90 days
ContractSupplierStatusValid untilOwner
1Waste collectionEko servis
2Workshop leaseRealitka BrnoValid30 Sep 2026Petra
3Printer serviceCopy centrumFor review12 Apr 2026Jan
4Vehicle insurancePojišťovna AValid1 Jan 2027Petra
5CleaningČistá s.r.o.Notice given28 Feb 2026Jan
6Phones and dataOperátor BValid30 Jun 2026Petra
7BookkeepingKancelář NováValid31 Dec 2026Jan
New record
Invoice_2026_114.pdfExtracting…
How it looks
A document that types itself
An uploaded invoice or contract is extracted straight into the row. The rest of the agenda stays an ordinary table anyone can handle.
Why it pays off
Three things that change right away
A rule watches the deadlines
Contract endings, inspections and vehicle checks are announced in advance by automation, instead of relying on somebody remembering.
Paperwork types itself
Upload an invoice or a contract and the values are extracted straight into the row. Retyping stays for the exceptions.
How it starts
From a spreadsheet to an agenda in three steps
- 01
Tell us what you keep today
A sentence and a look at the current spreadsheet is enough to draft the agenda.
- 02
Import what you already have
Excel or CSV comes in and the columns are mapped to types you can work with.
- 03
Switch on the first rule
Usually the deadline that hurts most. More automations follow as the agenda settles.
Rollout
What stays on your side
The steps above describe how a rollout runs. This is a summary of what we need from you and what remains with the operator.
- Who gets involved
- As a rule one person, the one who keeps the records today. They decide on the structure of the table and on which deadlines are watched.
- Process analysis
- Before the first table is built, we describe the current process: where a value comes from, who writes it down and what happens to it next. The description determines the columns and states, the deadlines a rule should watch, and the job description of an agent that takes over the repetitive part.
- What we need from you
- Your current spreadsheet in Excel or CSV and an overview of the deadlines tracked outside it. The first agenda is built from that.
- Training
- People work with rows, columns and filters much as they would in a spreadsheet editor. The help centre covers the individual features.
- Running it
- The app runs in a browser; updates and backups are handled by the operator. Nothing is installed or hosted on your side.
From practice
How it looks at a company of a similar size
Sanitation equipment
„We did not want invoices to be merely stored. We needed to know who has to review them and what state they are in.“
Pavla Šulcová · WC Servis
- 1 000
- managed files
- 18
- active users
A different size of organisation?
By what you keep
Before you decide
Frequently asked questions
Four questions small companies ask before they commit to anything.
How long before an agenda is in real use?
The first agenda can be ready within a day: you describe the structure in words, adjust the columns by clicking, and nothing is programmed. Deciding what to keep records of usually takes the longest.
First stepsDo we need our own IT to run it?
The app runs in a browser, so there is nothing to install or maintain on your side. Access is set by whoever created the agenda, directly in the app.
Permissions and rolesHow do we get our data out if we decide to leave?
The data stays yours and any view can be exported to CSV at any time. The export is available even to users with the Reader role.
Import and exportDo values from documents have to be retyped?
For ordinary documents they do not. The assistant extracts the values from an uploaded invoice or contract straight into the columns and the user only checks them; the original file stays attached to the record.
Document extractionWhat can an agent take over in our records?
An agent is set up much like a trained colleague: its instructions define the job and it is given access only to the data it needs for that job. It takes over repetitive work, such as extracting a document into columns or an overview it runs on its own schedule.
Custom agents