Real-time document generation with Carbone and Swiftask
Swiftask connects your AI agents to Carbone to produce professional documents instantly. Invoices, contracts, or reports: automate your document production.
Result:
Eliminate manual data entry errors and speed up your document approval cycles.
AI Agents
carbone
Connector carbone · Secure OAuth 2.0
Manual document production slows down your growth
Repeating document creation is a source of errors and time loss. Copy-pasting data into Word or Excel templates, checking formats, sending files: these repetitive tasks hold your teams back.
Main negative impacts:
Human error risks
Manual entry into complex documents multiplies the risks of inconsistencies and typos.
Operational bottlenecks
Time spent generating documents prevents your employees from focusing on strategic missions.
Lack of personalization
It is difficult to maintain high quality standards while personalizing documents at scale.
Swiftask automates the integration of your business data into Carbone templates. Your documents are generated instantly, without any manual intervention, ensuring precision and compliance.
BEFORE / AFTER
What changes with Swiftask
Before automation
A salesperson needs to generate a contract. They extract data from the CRM, open a Word template, fill in the fields, check formatting, and send it manually. This takes 20 minutes per client.
With Carbone and Swiftask
As soon as an opportunity moves to 'Contract to generate', the Swiftask AI agent extracts data, calls the Carbone API, generates the final document, and sends it for signature. Total time: a few seconds.
Setting up your Carbone workflow in 4 steps
1
STEP 1 : Define your Carbone templates
Prepare your document templates in Carbone with the appropriate dynamic tags for your data.
2
STEP 2 : Configure your Swiftask agent
Create an AI agent capable of extracting the necessary data from your information sources.
3
STEP 3 : Connect Carbone to Swiftask
Use the Carbone connector in Swiftask to send collected data to your template.
4
STEP 4 : Automate the trigger
Define the event (webhook, click, date) that will launch the automatic generation of your documents.
Intelligent document generation capabilities
The AI agent analyzes the required document type and selects the most appropriate Carbone template while validating the consistency of incoming data.
- Target connector: The agent performs the right actions in carbone based on event context.
- Automated actions: On-the-fly PDF, Word, or Excel generation. Dynamic insertion of tables, images, and conditions. Automatic delivery via email or cloud storage. Support for complex multi-source data.
- Native governance: Traceability of every generated document is ensured in the Swiftask interface for simplified auditing.
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 Carbone?
Guaranteed precision
Data is extracted directly from your sources, eliminating transcription errors.
Massive productivity gain
Reduce document creation time from several hours per day to a few milliseconds.
Perfect standardization
Every generated document strictly adheres to your graphic guidelines and business structures.
Unlimited scalability
Generate one or a thousand documents simultaneously without any performance degradation.
Seamless integration
Carbone fits perfectly into your existing tech stack via Swiftask.
Data security and compliance
Swiftask applies enterprise-grade security standards for your carbone automations.
- Data encryption: Exchanges between Swiftask and Carbone are secured by SSL/TLS protocols.
- Access management: Precisely control which agents have access to which document templates.
- GDPR compliance: Your document processing complies with the strictest privacy standards.
- Continuous audit: View the generation history for every document created via the platform.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your document performance
| Metric | Before | After |
|---|---|---|
| Generation time | 20-30 minutes | Under 5 seconds |
| Error rate | High (manual) | Close to 0% |
| Document volume | Limited by human | Unlimited (automated) |
| Cost per document | High (human time) | Marginal |
Take action with carbone
Eliminate manual data entry errors and speed up your document approval cycles.