Generate activity reports automatically with Docmosis
Swiftask orchestrates your data and sends it to Docmosis to create professional, accurate activity reports instantly.
Result:
Save hours of writing every week and guarantee a perfect presentation of your data.
AI Agents
docmosis
Connector docmosis · Secure OAuth 2.0
Manual report production slows down your teams
Compiling data to create activity reports is a time-consuming and repetitive process. Between data extraction, formatting, and proofreading, your teams lose valuable time that could be spent on strategic analysis.
Main negative impacts:
Productivity loss
Time spent manually handling Office or PDF files is time lost for higher-value tasks.
Human error risk
Manual copy-pasting drastically increases the risk of omissions or inconsistencies in your final reports.
Lack of reactivity
Creating reports on demand is slow, preventing your decision-makers from accessing key information quickly.
Swiftask automates the process: your AI agents extract data, structure it, and trigger professional document generation via Docmosis.
BEFORE / AFTER
What changes with Swiftask
The manual process
Extracting data from your CRM, copying it into a Word template, adjusting formatting, exporting to PDF, sending by email. A repetitive task that takes hours every week.
Automation with Swiftask + Docmosis
An event triggers the Swiftask agent. It retrieves the data, sends it to Docmosis. The report is generated, formatted according to your brand guidelines, and ready to be shared in seconds.
Setting up your reports in 4 steps
1
STEP 1 : Define data sources
Connect your databases or business tools to Swiftask to centralize the data needed for the report.
2
STEP 2 : Create the Docmosis template
Design your report model in Docmosis with your layout and brand guidelines.
3
STEP 3 : AI orchestration
Configure the Swiftask agent to map source data to your Docmosis template fields.
4
STEP 4 : Automate the workflow
Activate the workflow to generate reports automatically according to a schedule or trigger event.
Document generation capabilities
The agent analyzes raw data to transform it into relevant insights before inserting them into the report.
- Target connector: The agent performs the right actions in docmosis based on event context.
- Automated actions: PDF or Word report generation, dynamic chart integration, total content personalization, automatic sending via email or cloud storage.
- Native governance: Swiftask ensures every piece of data sent to Docmosis is verified and structured correctly.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-docmosis@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 Docmosis?
Massive time savings
Completely eliminate manual document formatting tasks.
Perfect standardization
Every report strictly follows your brand guidelines and business structure.
Data accuracy
Data is injected directly from the source, with no risk of manual entry errors.
Scalability
Generate one or a thousand reports with the same ease.
Professionalism
Provide flawless client documents with every interaction.
Security and compliance
Swiftask applies enterprise-grade security standards for your docmosis automations.
- Data encryption: All data transmitted between Swiftask and Docmosis is encrypted.
- Access control: Fine-grained permissions management to access templates and generated reports.
- Audit and logs: Full traceability of every document generation.
- GDPR compliance: Processing compliant with the most demanding security standards.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Creation time | 1 hour per report | 5 seconds |
| Error rate | High risk | Zero |
| Productivity | Low (repetitive tasks) | High (strategic analysis) |
Take action with docmosis
Save hours of writing every week and guarantee a perfect presentation of your data.