Generate your professional documents automatically via Carbone
Swiftask orchestrates your data and exports it to Carbone to create perfect documents. Eliminate manual entry and formatting errors for good.
Result:
Turn your document processes into intelligent, automated workflows.
AI Agents
carbone
Connector carbone · Secure OAuth 2.0
Manual document production slows down your growth
Filling Carbone templates by hand using scattered data is a major time drain. Between copy-paste errors and formatting delays, your teams lose operational efficiency.
Main negative impacts:
Frequent entry errors
Manual data handling drastically increases the risk of errors in your final documents.
Slow document processes
Time spent manually formatting each document prevents your team from focusing on analysis and strategy.
Inconsistent formatting
Without automation, it's hard to ensure consistent branding and structure across all issued documents.
Swiftask automates the delivery of your structured data to Carbone. Your documents are generated instantly once information is validated, ensuring precision and compliance.
BEFORE / AFTER
What changes with Swiftask
Manual export management
An employee extracts data from a CRM, opens a Carbone template, pastes the info, checks the layout, and generates the PDF. This takes 15 minutes per document and is prone to human error.
Automation with Swiftask
As soon as data is ready, Swiftask formats and sends it to Carbone. The document is generated and ready in seconds, without any human intervention, with a perfect structure.
The automated workflow in 4 key steps
1
STEP 1 : Centralize your data in Swiftask
Configure your agent to collect and structure data from your business tools (CRM, databases, forms).
2
STEP 2 : Link your Carbone template
Connect your Carbone model to Swiftask. The agent automatically detects the variables needed for generation.
3
STEP 3 : Define trigger rules
Determine when the document should be generated (e.g., upon sale validation, end of month, or on-demand).
4
STEP 4 : Automatic generation and delivery
Swiftask sends the data to Carbone, which generates the final document. The file is then stored or sent automatically.
Advanced features for your exports
Swiftask analyzes the required document type, extracts relevant fields, and maps them precisely to Carbone tags.
- Target connector: The agent performs the right actions in carbone based on event context.
- Automated actions: Dynamic report generation, automated invoicing, contract creation, structured data export to PDF/DOCX, multi-template management.
- Native governance: Every generation is traceable and archived to ensure full compliance.
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.
Optimize your operational efficiency
Guaranteed data precision
Automation eliminates human errors associated with manual entry.
Massive time savings
Reduce your document production time by hours every week.
Visual standardization
Ensure perfect consistency across all your company documents.
Effortless scalability
Generate 10 or 1000 documents with the same ease.
Fluid integration
Connect your existing tools to Carbone without complex development.
Security and data management
Swiftask applies enterprise-grade security standards for your carbone automations.
- Data encryption: All data transiting between Swiftask and Carbone is encrypted.
- Strict access control: Access to templates and data is restricted via your secure credentials.
- Traceability of exports: Full history of every generated document and associated data.
- GDPR compliance: Secure processing adhering to data protection standards.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your productivity
| Metric | Before | After |
|---|---|---|
| Time per document | 10-20 minutes | A few seconds |
| Error rate | 5-10% | 0% |
| Document volume | Limited by humans | Unlimited (automated) |
| Operational cost | High | Drastically reduced |
Take action with carbone
Turn your document processes into intelligent, automated workflows.