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Master your Cartes data with AI-powered semantic search

Swiftask transforms how you query Cartes. Using AI, instantly access relevant information by understanding the intent behind every query.

Result:

Save valuable time by eliminating unsuccessful searches and irrelevant results.

Traditional keyword search limits your efficiency

You store vast amounts of information in Cartes, but finding it is a challenge. Traditional search based on exact keywords often fails as soon as vocabulary varies or context is nuanced.

Main negative impacts:

  • Time lost in unsuccessful searches: Your team members spend precious minutes testing different keyword variations without any guarantee of finding the document or info they need.
  • Inaccessible knowledge silos: Information exists, but it's buried under non-descriptive titles. The knowledge accumulated in Cartes remains underutilized.
  • Operational frustration: The inability to quickly access data slows down decision-making and hurts team responsiveness to client requests.

Swiftask integrates an AI semantic layer on top of your Cartes data. The agent analyzes the deep meaning of your documents and answers your questions, even if you don't use the exact terms.

BEFORE / AFTER

What changes with Swiftask

Traditional search in Cartes

A user looks for a specific procedure. They type 'reimbursement rules'. If the document is named 'travel expense policy', they can't find it. They have to manually browse through several folders.

Swiftask semantic search

The user asks the agent: 'How do I get reimbursed for my expenses?'. The AI understands the intent, identifies the 'travel expense policy' document, and extracts the precise answer.

Activate intelligent search in 4 steps

STEP 1 : Connect Cartes to Swiftask

Configure access to your Cartes workspaces from the Swiftask platform to enable semantic indexing of your data.

STEP 2 : AI indexing

The AI automatically analyzes and vectorizes the content of your cards to create an intelligent and structured knowledge base.

STEP 3 : Ask questions in natural language

Use the Swiftask interface to query your Cartes data just as you would speak to a business expert.

STEP 4 : Immediate access to answers

Get synthesized answers with precise sources from your cards, ensuring reliability and time savings.

AI search agent capabilities

The agent examines the semantics, structure, and context of cards to offer unprecedented result precision, surpassing simple lexical matching.

  • Target connector: The agent performs the right actions in cartes based on event context.
  • Automated actions: Contextual multi-source search, synthesis of answers from multiple cards, automatic identification of related concepts, and intelligent filtering by metadata.
  • Native governance: Security is a priority: the agent strictly respects the access permissions defined in your Cartes environment.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-cartes@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.

Strategic advantages for your business

1. Increased precision

Meaning beats keywords. You always get the most relevant results based on your intent.

2. Boosted productivity

Drastically reduce document search time. Your teams focus on execution rather than hunting for information.

3. Accelerated onboarding

New team members immediately access the company's collective knowledge without needing to master document-specific vocabulary.

4. Reduced errors

By accessing the latest versions of procedures and information, you avoid errors caused by using outdated data.

5. No-code deployment

No data science expertise required. Connect, index, and benefit from AI power immediately.

Governance and data security

Swiftask applies enterprise-grade security standards for your cartes automations.

  • Respect for access: The agent only returns information that the user already has access to in Cartes, respecting your privacy policies.
  • Data encryption: All indexed data is processed with high-level encryption protocols, both at rest and in transit.
  • Full control: You maintain control over indexed sources and can re-index or delete data at any time from Swiftask.
  • Compliance: The solution is designed to meet enterprise security requirements, including access traceability.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Measurable impact on your efficiency

MetricBeforeAfter
Average search timeSeveral minutes (manual)A few seconds (AI)
Result relevance rateVariable and frustratingVery high (semantic understanding)
Knowledge accessibilityTeam silosCentralized and queryable
Implementation effortComplex IT projectFast no-code setup

Take action with cartes

Save valuable time by eliminating unsuccessful searches and irrelevant results.

Audit your Cartes security data autonomously

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