Automate complex document processing with Action Builder
Swiftask turns your unstructured documents into actionable data. Analyze, extract, and process your files automatically with increased precision.
Result:
Save hundreds of hours of manual entry and eliminate human errors from your document workflows.
AI Agents
action builder
Connector action builder · Secure OAuth 2.0
Manual document processing slows down your growth
Daily management of invoices, contracts, forms, and reports is a major bottleneck. Manual data entry is slow, costly, and prone to errors that compromise your business data integrity.
Main negative impacts:
High operational costs
Dedicating teams to data entry is a waste of valuable resources that could be invested in high-value tasks.
Frequent entry errors
Repetitive human intervention inevitably leads to transcription errors, impacting data quality and strategic decisions.
Document bottlenecks
The volume of documents to process often exceeds team capacity, creating critical delays for your business.
With Swiftask's Action Builder, build intelligent processing flows that automatically identify, extract, and classify your documents, turning chaos into structured data instantly.
BEFORE / AFTER
What changes with Swiftask
Traditional processing
Receiving a document, manual reading by an employee, data entry into an ERP, cross-checking. A process that takes minutes per document and cannot scale.
Intelligent processing via Swiftask
The document is uploaded. The Swiftask agent configured via Action Builder analyzes it, extracts key fields, validates data, and updates your system automatically. Result: processing in seconds.
Automate your documents in 4 simple steps
1
STEP 1 : Define your document types
Teach your agent which documents to handle (invoices, purchase orders, contracts) and what information to extract.
2
STEP 2 : Configure the workflow in Action Builder
Use our visual interface to define the document path: from receipt to exporting data to your database.
3
STEP 3 : Integrate your business tools
Connect the agent to your existing software (ERP, CRM, Cloud Storage) to automate the full document lifecycle.
4
STEP 4 : Validate and deploy
Test your flow on a few documents, then activate the automation. Monitor performance from the centralized dashboard.
Advanced features for your documents
Our agents use advanced vision and language models to understand the context, format, and semantics of your documents.
- Target connector: The agent performs the right actions in action builder based on event context.
- Automated actions: Structured data extraction (JSON/CSV). Automatic document classification. Cross-validation with your databases. Export to third-party APIs. Human-in-the-loop exception handling.
- Native governance: Every processing step is logged to ensure total traceability and compliance with your industry standards.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-action-builder@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why choose Swiftask for your documents?
Increased precision
Drastically reduce error rates with AI that processes data without fatigue.
Unlimited scalability
Process 10 or 10,000 documents with the same efficiency and speed.
Operational time savings
Free your teams from repetitive tasks so they can focus on analysis and strategy.
Rapid deployment
No complex development: configure your business logic in hours via our no-code interface.
Seamless integration
Swiftask fits into your current tech stack without requiring a system overhaul.
Security and compliance
Swiftask applies enterprise-grade security standards for your action builder automations.
- Data encryption: All your documents are encrypted at rest and in transit according to industry best practices.
- Data governance: You retain full control over your data. No document is used to train our models without your consent.
- GDPR compliance: Swiftask adheres to the strictest standards for personal data protection.
- Full audit trail: Every process is tracked, allowing you to audit the lifecycle of every document.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your productivity
| Metric | Before | After |
|---|---|---|
| Processing time per doc | 10-15 minutes | Under 5 seconds |
| Data accuracy | 90-95% (human) | 99.9% (AI) |
| Processing capacity | Limited by headcount | Unlimited (automated) |
| Cost per document | High (labor) | Reduced by up to 80% |
Take action with action builder
Save hundreds of hours of manual entry and eliminate human errors from your document workflows.