Automatically classify your Eagle Doc files with AI
Swiftask connects your AI agents to Eagle Doc to organize your files effortlessly. Your documents are sorted, named, and filed as soon as they arrive.
Result:
Eliminate manual sorting and find every document in an instant.
AI Agents
eagle doc
Connector eagle doc · Secure OAuth 2.0
Document chaos hinders your productivity
Manual file management in Eagle Doc is a major time drain. Between misnamed files, disorganized folders, and time spent sorting, your teams lose operational efficiency every day.
Main negative impacts:
Time-consuming search
Finding a specific document becomes a challenge when the filing structure is inconsistent or outdated.
Recurring human errors
Manual sorting inevitably leads to errors: wrong folder, incorrect naming, or lost files.
Administrative overload
Your talented staff spends hours on low-value sorting tasks instead of focusing on their core business.
Swiftask deploys AI agents capable of analyzing the content of your Eagle Doc files and automatically classifying them into the correct folders, according to your business rules.
BEFORE / AFTER
What changes with Swiftask
Manual management
A team member downloads a document, opens Eagle Doc, browses the tree structure, renames the file, moves it, and checks if it's placed correctly. A repetitive task that scales to hundreds of files.
Swiftask automation
The document is dropped into a source folder. The Swiftask AI agent analyzes it, identifies the document type, renames it according to your standards, and moves it automatically to the appropriate Eagle Doc folder.
Setting up your workflow in 4 steps
1
STEP 1 : Configure the sorting agent
Define classification criteria in Swiftask: keywords, document type, format, or extracted content.
2
STEP 2 : Enable Eagle Doc connection
Connect your Eagle Doc workspace to Swiftask to allow the agent to read and move files.
3
STEP 3 : Define naming rules
Set up automatic naming logic to ensure uniform nomenclature across the entire organization.
4
STEP 4 : Launch automation
Activate the agent. Every new document is now processed in real time by the AI.
Analysis and sorting capabilities
The agent analyzes metadata, extracted text (OCR), and document structure for ultra-precise classification.
- Target connector: The agent performs the right actions in eagle doc based on event context.
- Automated actions: Automatic document recognition, dynamic renaming, moving to specific folders, automatic tagging, and folder completion alerts.
- Native governance: All agent actions are logged in an activity journal for full tracking.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-eagle-doc@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.
Benefits for your document management
Massive time savings
Automate hundreds of sorting tasks every week.
Enhanced standardization
Perfect and uniform nomenclature for all your files.
Instant search
Structure your database to find documents in seconds.
Error reduction
AI does not make input or sorting errors due to lack of attention.
Unlimited scalability
Manage growing volumes of documents without increasing headcount.
Security and privacy
Swiftask applies enterprise-grade security standards for your eagle doc automations.
- Secure access: Encrypted connection with Eagle Doc via secure API.
- Data governance: You maintain total control over classification rules.
- Full traceability: Complete history of every file movement.
- Compliance ensured: Respects the strictest B2B security standards.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your productivity
| Metric | Before | After |
|---|---|---|
| Classification time | Minutes per document | Milliseconds |
| Error rate | High (human) | Near 0% |
| Documents processed | Limited by human capacity | Massive volumes continuously |
| Search time | Long and tedious | Instantaneous |
Take action with eagle doc
Eliminate manual sorting and find every document in an instant.