Automatically classify your documents with AI and Documenterra
Swiftask analyzes and categorizes your files stored in Documenterra. Free your teams from repetitive document sorting tasks.
Result:
Boost productivity and ensure perfect organization of your digital archives.
AI Agents
documenterra
Connector documenterra · Secure OAuth 2.0
Manual document management slows down your teams
Manual filing is a source of errors and time loss. Between misnamed files, disorganized folders, and time spent sorting, your employees lose efficiency on low-value tasks.
Main negative impacts:
Operational time loss
Manually searching for or filing documents consumes precious hours every week.
Filing error risk
Manual filing inevitably leads to errors, making information difficult to find.
Storage saturation
Without clear sorting rules, storage spaces quickly become unreadable and overloaded.
Swiftask integrates with Documenterra to analyze the content of your documents and automatically classify them into the appropriate folders according to your business rules.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
An employee receives a document, opens it, reads its content, identifies its nature, searches for the right folder in Documenterra, and moves it manually. It's slow, repetitive, and prone to human error.
With Swiftask + Documenterra
As soon as a document is uploaded, the Swiftask AI agent instantly analyzes it, extracts key metadata, and automatically moves it to the correct destination folder in Documenterra.
Automate your document classification in 4 steps
1
STEP 1 : Define your sorting rules
In Swiftask, configure classification criteria (by type, client, date, or keyword).
2
STEP 2 : Connect Documenterra
Authorize Swiftask to access your Documenterra spaces securely.
3
STEP 3 : Activate the analysis agent
The agent monitors file uploads and processes each file as soon as it arrives.
4
STEP 4 : Monitor the workflow
Check the activity log in Swiftask to validate correct document classification.
Document analysis capabilities
The AI extracts context, named entities, and document type for unmatched classification accuracy.
- Target connector: The agent performs the right actions in documenterra based on event context.
- Automated actions: Automatic renaming, moving to subfolders, metadata extraction, alerts for unrecognized documents.
- Native governance: All actions are tracked to ensure perfect compliance of your processes.
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.
Why choose Swiftask for Documenterra
Increased productivity
Eliminate manual sorting to allow your teams to focus on analysis.
Data reliability
Automated classification eliminates human filing errors.
Simplified search
Your documents are always in the right place, facilitating access to information.
Ensured compliance
A complete history of every classified document is kept.
Scalability
Handle thousands of documents per day without extra effort.
Data security
Swiftask applies enterprise-grade security standards for your documenterra automations.
- Restricted access: Swiftask only accesses necessary spaces via secure APIs.
- Encrypted data: Your documents are handled with the highest encryption standards.
- Full audit: Every operation is logged for transparent tracking.
- Total control: You retain full control over classification rules.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your document management
| Metric | Before | After |
|---|---|---|
| Filing time | Several minutes per doc | A few seconds |
| Error rate | High (manual) | Nearly zero (AI) |
| Accessibility | Disorganized | Structured archiving |
| Volume processed | Limited by humans | Unlimited |
Take action with documenterra
Boost productivity and ensure perfect organization of your digital archives.