Agentic Sign-In Sheet Overview

Agentic Sign-In Sheet uses AI to transform photographs of paper event sign-in sheets into confirmed attendance records and new walk-in attendee records in Vault CRM. The Sign-In Sheet Agent evaluates uploaded images against an event's registered attendees, speakers, and team members, and extracts handwritten walk-in entries, staging every proposed change for review before any record is created or updated.

By eliminating manual transcription and row-by-row reconciliation of paper sign-in sheets, Agentic Sign-In Sheet empowers event organizers to complete post-event sign-in processing in minutes instead of hours, while reducing the chance of data entry errors that create compliance exposure.

Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.