Automate repetitive web tasks
Let Claude handle clicking, form-filling, and data entry across websites while you focus on higher-value work.
- AuthorAnthropic
- CategoryProfessional
- ModelSonnet 4.5
- Features
- ShareCopy link
1
Describe the task
Claude can see your screen and interact with websites directly, clicking buttons, filling forms, and entering data just like you would. Instead of copying and pasting information dozens of times, Claude handles the repetitive clicking while you verify the results.
Share the website you need to work with and any source files containing your data. Claude will walk through each step, showing you what it's doing and asking for confirmation on important decisions.
I need to fill out vendor onboarding forms for three new suppliers we're adding to our system. Each form asks for the same basic information: company details, primary contact information, tax ID numbers, and compliance certifications.
The process usually takes me about 45 minutes per vendor because I have to switch between the form and our supplier database spreadsheet to copy over all the details. Can you help me complete these forms using the information from our supplier database spreadsheet? I'd like you to fill out each form systematically and flag any information that might be missing or needs verification.
2
Give Claude context
Claude needs to see both the web forms you're filling out and your source data to automate accurately. It can match information from your spreadsheet to the right form fields, validate data formats, and spot potential errors before submission.
Required context
Upload your supplier database as an Excel or CSV file so Claude can reference the correct information for each vendor. Make sure your spreadsheet includes column headers and all the data fields the forms will need—company names, addresses, contact details, tax information, and any certifications.
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Supplier database spreadsheet
Supplier database spreadsheet
Optional context
Turn on Extended Thinking for complex forms with conditional logic or validation rules that change based on your responses.
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3
What Claude creates
I'll help you automate the vendor onboarding form completion process, working systematically through each supplier.
From Claude
I've analyzed your supplier database and I'm ready to complete the three vendor onboarding forms systematically.
What I'll provide:
- Automated Form Completion Process (Document)
Step-by-step form filling for each vendor with data validation and field mapping from your spreadsheet to the required form fields. - Completion Summary Report (Document)
Status overview of all three forms with any missing data flagged and recommendations for information that needs verification before submission.
I'll work through each form methodically, cross-referencing your database to ensure accuracy and noting any discrepancies or missing information that requires your attention.
4
Follow up prompts
Continue the conversation with Claude to refine, expand, or explore further.
Create reusable workflow
Build a template process you can use for future vendor onboarding. Claude can create standardized workflows that streamline repetitive business processes.
Can you create a reusable workflow template for this vendor onboarding process that I can use whenever we add new suppliers to our system?
Handle form errors
Troubleshoot when automated form filling encounters validation errors or format mismatches. Claude can analyze form requirements and adjust data formatting accordingly.
The compliance certification section rejected our standard format. Can you analyze what format this form expects and help me resubmit that section correctly?
Batch process multiple vendors
Scale up automation to handle larger volumes of similar forms. Claude can manage bulk data processing while maintaining accuracy across multiple entries.
We just signed contracts with 15 new vendors. Can you help me process all their onboarding forms in batches, prioritizing the ones we need active by next Friday?
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Tricks, tips, and troubleshooting
Start with your messiest, most repetitive task
Don't begin with complex workflows that have conditional logic. Pick something like form-filling or data entry that you dread doing manually. Success with straightforward automation builds confidence before tackling multi-step processes with decision points.
Claude needs to see your source data
Upload your spreadsheet or database before asking for automation help. Claude can't guess what information you have available—it needs to see column headers, data formats, and any gaps in your records to map fields accurately and flag missing information.
Extended Thinking shows the automation logic
Enable Extended Thinking for forms with validation rules or conditional fields. You'll see Claude's reasoning about which fields depend on others, helping you catch automation errors before they happen rather than discovering them after submission.
Download files for working formulas
The form previews you see in chat are static snapshots. Download the actual files to get working formulas, editable content, and proper formatting. This is especially important for Excel-based workflows where calculations need to update.
Describe your usual process
Notice how the example mentions "45 minutes per vendor" and "switching between form and spreadsheet." This context helps Claude understand the pain points and design automation that actually saves time on your specific workflow.
Ask Claude to flag verification needs
Include phrases like "flag any information that needs verification" in your request. Claude will identify incomplete data, formatting issues, or fields that look suspicious, giving you a quality check before you submit automated work.
Build automation in your projects workspace
Create a project for recurring automation tasks. Upload your standard data sources and templates so Claude learns your formats. Over time, it will anticipate what information goes where and catch inconsistencies in your data.
Test with one form first
When automating multiple similar tasks, start with just one example. Review Claude's approach, refine the process, then ask it to apply the same method to the remaining items. This prevents multiplying errors across your entire batch.
Ready to try for yourself?
Reclaim hours from data entry and spend your time on work that actually needs your expertise.