Standardize your documents with Carbone and your AI agents
Swiftask integrates with Carbone to turn your data into perfectly formatted documents. Ensure total consistency in your document production.
Result:
Eliminate formatting errors and save valuable time on creating reports, contracts, and invoices.
AI Agents
carbone
Connector carbone · Secure OAuth 2.0
Fragmented formats hinder your productivity
Using disparate templates or creating documents manually leads to visual inconsistencies, data errors, and a loss of credibility with clients. Each department ends up creating its own versions, making document management chaotic.
Main negative impacts:
Brand inconsistency
Documents that do not reflect your brand identity due to multiple outdated versions.
Risk of human error
Manual entry into non-locked templates multiplies the risk of omissions or mistakes.
Complex update management
Updating a clause or logo requires updating each template individually across every workstation.
With Swiftask and Carbone, centralize your templates. Your AI agents inject data directly into the templates, ensuring an impeccable and compliant output.
BEFORE / AFTER
What changes with Swiftask
Before automation
A team member searches for the latest template version, copies data from a CRM, pastes it into the document, checks the layout, then exports as PDF. It's slow, repetitive, and error-prone.
With Swiftask + Carbone
The AI agent triggers the generation. Data is extracted and inserted instantly into the Carbone template. The final document is ready, compliant, and structured, without any intervention.
Standardization: 4 key steps with Swiftask
1
STEP 1 : Define your master template
Design your document (Word, Excel, etc.) with Carbone tags to identify dynamic fields.
2
STEP 2 : Configure the Swiftask agent
Connect your data source (CRM, database) to Swiftask to feed the template.
3
STEP 3 : Automate the generation flow
Define triggers (e.g., sales validation) that launch the data merge with Carbone.
4
STEP 4 : Automatic delivery
The generated document is automatically stored or sent to the client via email.
Power of intelligent document merging
The AI agent analyzes incoming data to select the right Carbone template and adapts content according to defined business rules.
- Target connector: The agent performs the right actions in carbone based on event context.
- Automated actions: Generation of PDF, Office documents, invoices, contracts. Intelligent table filling. Application of logical conditions in the document. Automatic archiving.
- Native governance: Every generation is tracked in Swiftask to ensure total control over your document workflows.
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 automated standardization
Consistent brand
All your documents strictly respect your visual identity.
Massive time savings
Reduce document creation time from several minutes to just a few seconds.
Guaranteed compliance
Templates are locked, preventing unauthorized content modifications.
Total scalability
Generate thousands of documents per day without any additional workload.
Reliable data
Automation eliminates copy-paste errors between your tools.
Security and document management
Swiftask applies enterprise-grade security standards for your carbone automations.
- Data encryption: All data passing between Swiftask and Carbone is protected.
- Strict access control: Access to templates is restricted to authorized users via Swiftask.
- Action traceability: Full logs of every document generation for your audits.
- GDPR compliance: Secure management of personal data within your documents.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your operational efficiency
| Metric | Before | After |
|---|---|---|
| Creation time | 10-20 minutes | Under 5 seconds |
| Error rate | High (manual entry) | Zero (automated) |
| Brand consistency | Variable | 100% compliant |
| Production volume | Limited by resources | Unlimited |
Take action with carbone
Eliminate formatting errors and save valuable time on creating reports, contracts, and invoices.