Process forms automatically with AI-powered data extraction
Swiftask turns your incoming forms into structured data. No more manual entry: your information is extracted and ready to use.
Result:
Eliminate entry errors and accelerate your business processes by automating document reading and integration.
AI Agents
automatic data extraction
Connector automatic data extraction · Secure OAuth 2.0
Manual form processing slows down your growth
Manually processing forms (PDFs, scans, web forms) is a major bottleneck. Between reading, transcribing, and verifying, your teams lose precious time on low-value tasks.
Main negative impacts:
Costly input errors
Manual transcription inevitably leads to typos, missing data, or format errors that impact your databases.
Excessive processing delays
Accumulating paper or digital forms creates a queue that blocks the responsiveness of your customer service, HR, or finance teams.
High operational costs
Mobilizing human resources to copy data is an unnecessary expense that AI can now automate completely.
Swiftask deploys AI agents capable of reading, understanding, and extracting key information from your forms instantly, injecting it directly into your business tools.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
A customer sends a PDF form. A team member opens it, reads the information, copies it manually into a CRM or spreadsheet, and verifies compliance. The process takes hours, with a constant risk of human error.
With Swiftask + AI Extraction
The form is received. The Swiftask AI agent analyzes it, extracts structured data (name, amount, date, etc.), validates it, and automatically syncs it to your tools. Everything is ready in seconds.
Deploy your extraction solution in 4 steps
1
STEP 1 : Define the fields to extract
In Swiftask, configure the specific entities the AI must identify in your forms (e.g., invoice numbers, dates, names).
2
STEP 2 : Connect your document sources
Link Swiftask to your email inboxes, cloud folders, or form APIs to automate the receipt of new documents.
3
STEP 3 : Configure validation rules
Set up automatic checks to verify the consistency of extracted data before injecting it.
4
STEP 4 : Automate final transfer
The agent sends the extracted data to your CRM, ERP, or management tool via our native connectors.
Intelligent capabilities of our agents
Our AI agents use Natural Language Processing (NLP) to understand context, even on unstructured or handwritten forms.
- Target connector: The agent performs the right actions in automatic data extraction based on event context.
- Automated actions: Multi-format data extraction (PDF, JPEG, PNG, web forms). Complex document analysis. Automatic validation based on your business rules. Direct integration with your databases.
- Native governance: The AI learns over time to improve its accuracy on your specific types of forms.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-automatic-data-extraction@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 automate your data entry
Maximum accuracy
Reduce the error rate to near zero thanks to consistent, fatigue-free automated reading.
Massive productivity gain
Free your teams from repetitive tasks so they can focus on analysis and decision-making.
Instant processing
Your data is available in your systems as soon as the form is received.
Unlimited scalability
Whether it's 10 or 10,000 forms, Swiftask processes everything with the same efficiency.
Enhanced compliance
Every extraction is logged, ensuring better management of your sensitive data.
Data security and privacy
Swiftask applies enterprise-grade security standards for your automatic data extraction automations.
- End-to-end encryption: All your extracted data is protected by standard encryption protocols.
- Secure hosting: Your documents and data are processed in an environment compliant with GDPR standards.
- Fine-grained access control: Precisely control who has access to the extraction results within your organization.
- Auditability: Maintain a historical record of every processed document for your compliance audits.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your operational efficiency
| Metric | Before | After |
|---|---|---|
| Processing time | Several minutes per doc | Under 5 seconds |
| Error rate | 5% to 10% (human) | Less than 0.1% (AI) |
| Processing cost | High (manual labor) | Reduced by up to 80% |
| Data availability | Delayed (end of day) | Real-time |
Take action with automatic data extraction
Eliminate entry errors and accelerate your business processes by automating document reading and integration.