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.
AI Agents
cartes
Connector cartes · Secure OAuth 2.0
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
1
STEP 1 : Connect Cartes to Swiftask
Configure access to your Cartes workspaces from the Swiftask platform to enable semantic indexing of your data.
2
STEP 2 : AI indexing
The AI automatically analyzes and vectorizes the content of your cards to create an intelligent and structured knowledge base.
3
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.
4
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
Increased precision
Meaning beats keywords. You always get the most relevant results based on your intent.
Boosted productivity
Drastically reduce document search time. Your teams focus on execution rather than hunting for information.
Accelerated onboarding
New team members immediately access the company's collective knowledge without needing to master document-specific vocabulary.
Reduced errors
By accessing the latest versions of procedures and information, you avoid errors caused by using outdated data.
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
| Metric | Before | After |
|---|---|---|
| Average search time | Several minutes (manual) | A few seconds (AI) |
| Result relevance rate | Variable and frustrating | Very high (semantic understanding) |
| Knowledge accessibility | Team silos | Centralized and queryable |
| Implementation effort | Complex IT project | Fast no-code setup |
Take action with cartes
Save valuable time by eliminating unsuccessful searches and irrelevant results.