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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.

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

STEP 1 : Define your sorting rules

In Swiftask, configure classification criteria (by type, client, date, or keyword).

STEP 2 : Connect Documenterra

Authorize Swiftask to access your Documenterra spaces securely.

STEP 3 : Activate the analysis agent

The agent monitors file uploads and processes each file as soon as it arrives.

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

1. Increased productivity

Eliminate manual sorting to allow your teams to focus on analysis.

2. Data reliability

Automated classification eliminates human filing errors.

3. Simplified search

Your documents are always in the right place, facilitating access to information.

4. Ensured compliance

A complete history of every classified document is kept.

5. 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

MetricBeforeAfter
Filing timeSeveral minutes per docA few seconds
Error rateHigh (manual)Nearly zero (AI)
AccessibilityDisorganizedStructured archiving
Volume processedLimited by humansUnlimited

Take action with documenterra

Boost productivity and ensure perfect organization of your digital archives.

Query your Documenterra documents in natural language, powered by AI

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