Sort and extract transactional email data with AI
Swiftask automates the processing of your incoming emails. Stop wasting time manually entering data from order confirmations or invoices.
Result:
Increase accuracy and free your team from repetitive data entry tasks today.
AI Agents
automatic data extraction
Connector automatic data extraction · Secure OAuth 2.0
Manual email entry is killing your productivity
Processing transactional emails—invoices, payment confirmations, logistics alerts—is a major source of operational inefficiency. Manually copying this information into your management tools is slow and error-prone.
Main negative impacts:
High risk of human error
Repetitive manual entry inevitably leads to typos, impacting the quality of your data and your financial processes.
Operational bottlenecks
The volume of transactional emails often exceeds human processing capacity, slowing down order fulfillment and customer satisfaction.
Unstructured and siloed data
Information contained in emails remains siloed, making global analysis and reporting complex and fragmented.
The Swiftask AI agent analyzes, sorts, and automatically extracts key data from your emails. It injects this structured information directly into your CRM or ERP, ensuring reliable data available in real time.
BEFORE / AFTER
What changes with Swiftask
Traditional manual processing
An employee receives an order notification via email. They open the message, identify the fields (number, amount, client), and manually copy them into the management software. The process is slow, repetitive, and frustrating.
With Swiftask + Data Extraction
Upon receipt of the email, the AI agent scans the content, extracts the structured data, and pushes it automatically into your database. No human intervention is required; data is immediately ready for processing.
Setting up your extraction pipeline
1
STEP 1 : Define extraction parameters
Configure the Swiftask agent to identify targeted transactional email types. Define specific fields to extract (e.g., Order ID, date, total).
2
STEP 2 : Connect to your email sources
Connect Swiftask to your inbox or configure automatic forwarding of emails to the agent.
3
STEP 3 : Map to your target tools
Connect Swiftask to your ERP, CRM, or database to define where extracted data should be sent.
4
STEP 4 : Validate and automate
Activate the workflow. The AI processes every new incoming email instantly without any manual intervention.
Intelligent processing capabilities
The AI agent understands the semantic context of each email to isolate relevant data, even if the message format varies by sender.
- Target connector: The agent performs the right actions in automatic data extraction based on event context.
- Automated actions: Automatic extraction of structured data. Intelligent sorting and classification by transaction type. API integration with your business systems. Triggering alerts for missing or suspicious data.
- Native governance: Swiftask provides full transparency on extracted data via a comprehensive activity log for every transaction.
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.
Strategic benefits for your company
Guaranteed data accuracy
Automation eliminates human entry errors, ensuring perfect integrity of your databases.
Operational time savings
Drastically reduce email processing time, allowing your team to focus on high-value tasks.
Real-time updates
Your systems are fed instantly after email receipt, accelerating your decision-making cycles.
Unlimited scalability
The AI agent easily handles growing email volumes without needing additional staff.
Simplified compliance and audit
Every extraction is tracked and archived, facilitating compliance and internal audits.
Security and data protection
Swiftask applies enterprise-grade security standards for your automatic data extraction automations.
- Data encryption: All extracted data is encrypted in transit and at rest, ensuring confidentiality.
- Granular access control: Define strict permissions on who can configure or view extracted data in Swiftask.
- GDPR compliance: Swiftask adheres to the strictest security standards for managing personal data contained in your emails.
- Environment isolation: Each processing instance is isolated, ensuring no data leaks between different processes.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your key metrics
| Metric | Before | After |
|---|---|---|
| Processing time per email | 3 to 5 minutes (manual) | Under 5 seconds (AI) |
| Entry error rate | 5% to 10% (human) | Near 0% (automated) |
| Processing volume | Limited by headcount | Unlimited by AI |
| Data availability | Delayed (batch processing) | Instant (real-time) |
Take action with automatic data extraction
Increase accuracy and free your team from repetitive data entry tasks today.