Generate your contracts dynamically with Carbone and Swiftask
Swiftask powers Carbone to edit your contracts automatically. Merge your business data into complex templates instantly.
Result:
Eliminate manual input errors and accelerate your sales cycle while ensuring document compliance.
AI Agents
carbone
Connector carbone · Secure OAuth 2.0
Manual contract drafting slows down your operations
Creating custom contracts is often a bottleneck. Copying data, checking clauses, adjusting variables: this manual process is slow and prone to costly errors.
Main negative impacts:
Risk of input errors
Manual handling significantly increases the risk of missing a clause or entering wrong data, affecting legal validity.
Long processing delays
Every contract requires repetitive human intervention, delaying signing and lengthening sales cycles.
Customization complexity
Adapting contract templates based on client profiles becomes unmanageable without a robust automation tool.
Swiftask uses Carbone to automatically inject your data into contract templates. You get perfect documents in seconds, ready for signature.
BEFORE / AFTER
What changes with Swiftask
Traditional manual process
A sales representative prepares a contract by pulling CRM data, pasting it into Word, manually adjusting clauses, proofreading three times to avoid errors, then sending the file.
Automation with Swiftask + Carbone
The contract is generated instantly upon a CRM opportunity status change. All variables are injected, conditional clauses are applied, the document is ready.
Deploying your automation in 4 steps
1
STEP 1 : Define your Carbone templates
Create your contract templates with dynamic variables directly in your preferred word processing tools.
2
STEP 2 : Connect Carbone to Swiftask
Configure the integration in Swiftask to allow your AI agents to send data to your Carbone templates.
3
STEP 3 : Set up the data flow
Define the triggers (e.g., CRM validation) that activate contract generation with source variables.
4
STEP 4 : Automate generation
Launch the process. Swiftask retrieves information, transmits it to Carbone, and generates the final contract instantly.
Contract generation capabilities
The agent analyzes client specifics (amount, duration, options) to select the right template and insert the correct variables.
- Target connector: The agent performs the right actions in carbone based on event context.
- Automated actions: Complex data merging into templates, conditional clause management, automatic PDF conversion, sending to secure storage.
- Native governance: Every generation is tracked and archived to ensure a complete history of your issued documents.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-carbone@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.
Benefits of legal automation
Absolute legal precision
Data is injected without human intervention, eliminating any risk of typos or omissions.
Accelerated sales cycle
Generate your contracts in seconds instead of hours, enabling immediate signing.
Simplified template management
Update your models in Carbone without touching the automation workflow in Swiftask.
Process standardization
Ensure every contract meets company standards, regardless of who is drafting it.
Full scalability
Generate one or a thousand contracts with the same ease, without increasing your operational burden.
Document security and compliance
Swiftask applies enterprise-grade security standards for your carbone automations.
- Secure data processing: Data is encrypted during transmission between Swiftask and Carbone.
- Editing traceability: Every generated contract is logged with its parameters, ensuring a full audit trail.
- Strict access control: Only authorized users can trigger document generation.
- GDPR compliant: Personal data processing in contracts meets the strictest security standards.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your productivity
| Metric | Before | After |
|---|---|---|
| Drafting time | 30 to 60 minutes per contract | Less than 5 seconds |
| Document error rate | Around 5-10% | 0% (automated) |
| Template management | Multiple scattered versions | Centralization and versioning |
| Signing cycle | Several days | A few hours |
Take action with carbone
Eliminate manual input errors and accelerate your sales cycle while ensuring document compliance.