Generate and deliver personalized documents via Carbone
Swiftask automates document creation with Carbone. Your AI agents fill your templates, generate files, and deliver them exactly where needed.
Result:
Eliminate manual data entry and formatting errors. Accelerate your document production cycle.
AI Agents
carbone
Connector carbone · Secure OAuth 2.0
Personalized document production is a bottleneck
Manually filling out contracts, quotes, or reports is time-consuming. Each document requires individual attention, increasing human error risks and delaying validation cycles.
Main negative impacts:
High error risk
Manual copy-pasting between your tools and document templates is a constant source of typos and outdated info.
Time-draining processes
Creating documents one by one prevents your team from focusing on higher-value tasks.
Lack of scalability
As document volume grows, manual management becomes unmanageable, slowing down your entire organization.
Swiftask orchestrates document generation via Carbone. Your AI agents extract necessary data, inject it into your templates, and handle delivery, ensuring precision and speed.
BEFORE / AFTER
What changes with Swiftask
The traditional way
An employee extracts data from a CRM, opens a Word template, copies information, checks content, generates a PDF, and emails it. A repetitive task taking 15 minutes per document.
The power of Swiftask + Carbone
A trigger event (e.g., signed contract) activates your AI agent. It retrieves data, calls the Carbone API, generates the final document, and instantly sends it to the client.
Automate your documents in 4 easy steps
1
STEP 1 : Define your templates in Carbone
Prepare your document templates in Carbone with the dynamic tags needed for your data.
2
STEP 2 : Configure the AI agent in Swiftask
Create a dedicated document agent and set up the data extraction rules.
3
STEP 3 : Integrate the Carbone connector
Link your Carbone account to Swiftask to allow the agent to send data to your templates.
4
STEP 4 : Activate the production flow
Automatically trigger generation for every new lead or status update.
Key integration features
The AI agent analyzes incoming data to select the appropriate Carbone template and format information accordingly.
- Target connector: The agent performs the right actions in carbone based on event context.
- Automated actions: Generation of PDF, Word, or Excel files. Dynamic data population. Automatic email delivery or cloud storage. Multi-language support for your documents.
- Native governance: The entire process is logged in Swiftask to ensure full document traceability.
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.
Why automate with Swiftask and Carbone
Absolute precision
The AI uses your source data directly, eliminating human transcription errors.
Massive time savings
Reduce document production time from minutes to seconds.
Standardization
All your documents strictly adhere to your design guidelines and data structures.
Unlimited scalability
Generate thousands of documents daily with zero extra effort.
Unified workflow
Centralize your document management within the Swiftask ecosystem.
Security and compliance
Swiftask applies enterprise-grade security standards for your carbone automations.
- Data encryption: Data is securely transmitted between Swiftask and Carbone using encrypted APIs.
- Access management: Precisely control who can configure templates and trigger automations.
- Full audit trail: Every generated document is traced in Swiftask logs for a complete history.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Time per document | 10-20 minutes | Under 5 seconds |
| Error rate | 5-10% | 0% |
| Max volume | Limited by staff | Unlimited |
Take action with carbone
Eliminate manual data entry and formatting errors. Accelerate your document production cycle.