Automate your document triage with Levity and Swiftask
Stop wasting time filing documents. Swiftask and Levity analyze and categorize your incoming files automatically the moment they arrive.
Result:
Drastically reduce manual processing time and eliminate filing errors.
AI Agents
levity
Connector levity · Secure OAuth 2.0
Document chaos slows down your operations
Manually handling thousands of incoming documents is a major efficiency killer. Between invoices, contracts, and forms, your team spends hours opening, reading, and moving files to the right folders.
Main negative impacts:
Human error risks
Manual sorting inevitably leads to filing errors, making critical documents impossible to find when needed.
Operational bottlenecks
High volumes of incoming documents overwhelm your departments, slowing down critical business processes.
High administrative costs
Dedicating skilled personnel to repetitive sorting tasks is a waste of high-value resources.
With the Levity integration in Swiftask, your documents are automatically analyzed, classified, and routed to the correct workflows, with zero human intervention.
BEFORE / AFTER
What changes with Swiftask
Traditional management
A team member receives an email with an attachment. They open the file, identify the document type, rename it, move it to the network folder, and notify the relevant department. High volumes mean constant delays.
Swiftask + Levity intelligent triage
As soon as a document is detected, Levity AI analyzes it instantly, extracts key data, and files it in the correct directory. Swiftask then triggers the next step: validation, archiving, or notification.
Setting up your intelligent triage
1
STEP 1 : Train your Levity model
Use Levity to define your document categories. The AI learns to recognize your invoices, contracts, or purchase orders with just a few examples.
2
STEP 2 : Connect Levity to Swiftask
Link your Levity instance to Swiftask to create a direct bridge between AI analysis and your operational processes.
3
STEP 3 : Define routing rules
In Swiftask, configure what happens after sorting: move the file, send a Slack alert, or update your CRM.
4
STEP 4 : Go live
Activate the workflow. Your documents are now sorted and processed automatically 24/7.
Document analysis capabilities
Levity analyzes structure, textual content, and metadata of each document for precise and contextual classification.
- Target connector: The agent performs the right actions in levity based on event context.
- Automated actions: Automatic classification by document type. Key data extraction (dates, amounts, names). Intelligent routing to specific folders. Triggering actions based on document content.
- Native governance: The system learns continuously. The more documents you process, the higher your sorting accuracy becomes.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-levity@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 productivity
Increased precision
AI eliminates human filing errors, ensuring perfect organization of your archives.
Instant processing
No more waiting. Documents are sorted in milliseconds upon receipt.
Limitless scalability
The system effortlessly handles spikes in document volume, unlike human teams.
Seamless integration
Connect your existing tools (Drive, SharePoint, CRM) to automate the entire chain.
Focus on value
Free your employees from tedious tasks so they can focus on analysis and decision-making.
Compliance and data security
Swiftask applies enterprise-grade security standards for your levity automations.
- Secure processing: Your documents are processed within secure, GDPR-compliant environments.
- Full control: You maintain control over classification rules and can intervene manually at any time.
- Complete audit trail: Every sorting decision is logged in Swiftask for easy and transparent auditing.
- Privacy guaranteed: Your Levity training data remains private and is never shared with third parties.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Automated triage performance
| Metric | Before | After |
|---|---|---|
| Classification time | Several minutes per doc | Less than a second |
| Error rate | 5-10% (human) | Less than 1% (AI) |
| Volume handled | Limited by human capacity | Unlimited |
| Estimated ROI | High operational cost | 70% cost reduction |
Take action with levity
Drastically reduce manual processing time and eliminate filing errors.