Automate data extraction with Swiftask and Documenterra
Stop wasting time on manual document data entry. Swiftask analyzes your files via Documenterra and structures your data instantly.
Result:
Eliminate manual errors and accelerate your business processes with intelligent automation.
AI Agents
documenterra
Connector documenterra · Secure OAuth 2.0
Manual data entry is holding your business back
Processing documents like invoices, contracts, or forms is often a major bottleneck. Teams spend hours reading and manually inputting data into internal systems, which leads to human errors and processing delays.
Main negative impacts:
High error rate
Fatigue and high document volumes inevitably lead to typos, impacting the reliability of your databases.
High operational costs
Time spent on manual entry is time taken away from high-value tasks for your staff.
Slow business processes
Delayed document processing blocks downstream steps like validation or payment.
Swiftask integrates with Documenterra to automate data extraction. AI identifies, extracts, and structures your information in real-time, ready for use in your management tools.
BEFORE / AFTER
What changes with Swiftask
Traditional processing
An employee receives a document, opens it, reads through the information, and manually enters it into business software. A slow, monotonous, and error-prone procedure.
Swiftask + Documenterra
The document is uploaded to Documenterra. Swiftask immediately triggers the analysis, extracts key data, and automatically sends it to your CRM or ERP. Zero entry, 100% reliability.
4 steps to automate your extraction processes
1
STEP 1 : Define your extraction templates
Identify the specific fields you need in Swiftask for your different document types.
2
STEP 2 : Connect your Documenterra instance
Link your Documenterra account to Swiftask via a secure configuration to enable file transfers.
3
STEP 3 : Configure transfer rules
Define where the extracted data should be sent (e.g., database, business tool).
4
STEP 4 : Launch the automation
The system processes every new incoming document without intervention, notifying you only in case of exceptions.
Analysis and extraction capabilities
Swiftask processes unstructured documents by identifying semantic entities, amounts, dates, and complex tables.
- Target connector: The agent performs the right actions in documenterra based on event context.
- Automated actions: Automatic document recognition, multi-format data extraction, cross-validation of data, direct API integration to your tools.
- Native governance: Extraction accuracy is optimized by AI and can be monitored directly via the Swiftask dashboard.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-documenterra@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.
Key operational benefits
Increased accuracy
Drastically reduce human errors linked to repetitive manual entry.
Massive time savings
Free your teams from time-consuming administrative tasks to focus on analysis.
Unlimited scalability
Process hundreds or thousands of documents without increasing headcount.
Seamless integration
Data is immediately usable in your existing systems without complex development.
Compliance and audit
Keep a record of every extraction performed with a complete history of actions.
Security of processed data
Swiftask applies enterprise-grade security standards for your documenterra automations.
- End-to-end encryption: Your documents and extracted data are protected by state-of-the-art encryption protocols.
- Access management: Precisely control who has access to documents and extraction results in Swiftask.
- GDPR compliance: Processing adheres to the strictest standards regarding data privacy.
- Isolated architecture: Every client benefits from a secure environment for their extraction processes.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Automation performance
| Metric | Before | After |
|---|---|---|
| Processing time | Several minutes per document | A few seconds |
| Error rate | 5% to 10% (human) | Less than 0.1% (AI) |
| Volume processed | Limited by staff | Unlimited |
| ROI | High processing cost | Rapid payback |
Take action with documenterra
Eliminate manual errors and accelerate your business processes with intelligent automation.