Extract complex lists automatically with AI
Swiftask uses intelligent helper functions to transform raw data into structured, ready-to-use lists.
Result:
Save hours on manual data processing and eliminate entry errors.
AI Agents
helper functions
Connector helper functions · Secure OAuth 2.0
Manual data processing is expensive for your teams
Manually extracting information from emails, reports, or documents is a repetitive and time-consuming task. Every minute spent copy-pasting is a minute lost for strategic analysis.
Main negative impacts:
High risk of human error
Manual entry is prone to fatigue, leading to inconsistencies in your data lists.
Operational time loss
Your talented staff is stuck on low-value-added administrative tasks.
Data not immediately actionable
The delay between receiving information and structuring it prevents quick decision-making.
Swiftask's Helper Functions analyze your incoming content and automatically extract the necessary lists. Your data is structured instantly, without human intervention.
BEFORE / AFTER
What changes with Swiftask
Traditional manual processing
An employee receives a PDF report. They must read it, manually identify each item, and copy it into a spreadsheet. This process takes 20 minutes per document.
Extraction via Swiftask
The document is dropped into Swiftask. The AI agent identifies the items, extracts the list automatically, and exports it to the desired format. Total time: 5 seconds.
Setting up your data extraction
1
STEP 1 : Select the data source
Connect your email, cloud folder, or webhook to Swiftask.
2
STEP 2 : Configure the Helper Function
Enable the list extraction function and define your desired formatting criteria.
3
STEP 3 : Define the destination
Choose where to send the extracted data: CRM, database, or a simple CSV file.
4
STEP 4 : Launch the automation
The agent now processes every incoming stream in real-time.
Advanced extraction capabilities
The AI analyzes the structure, context, and patterns of the data to ensure accurate extraction.
- Target connector: The agent performs the right actions in helper functions based on event context.
- Automated actions: Extraction of contacts, inventories, task lists, or transactional data. Automatic formatting into JSON, CSV, or tables.
- Native governance: Results are verifiable in your Swiftask activity log.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-helper-functions@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.
Automation benefits
Increased accuracy
The AI eliminates typos and omissions related to manual entry.
Unlimited scalability
Process hundreds of documents simultaneously without extra effort.
Productivity gains
Redirect your resources to strategic activities.
No-code deployment
No technical skills are required to configure your workflows.
Seamless integration
Connect your results directly to your business tools.
Security and compliance
Swiftask applies enterprise-grade security standards for your helper functions automations.
- Data encryption: All processed data is protected by advanced security protocols.
- Privacy respect: Your documents are never used to train third-party models.
- Full control: You maintain full control over access and processing rules.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Processing time | 30 min / doc | A few seconds |
| Error rate | 5-10% | Near 0% |
| Team productivity | Low | Optimized |
Take action with helper functions
Save hours on manual data processing and eliminate entry errors.