Process forms automatically with Levity's AI and Swiftask
Stop wasting time on manual data entry. Swiftask and Levity turn your forms into actionable insights instantly.
Result:
Boost productivity by eliminating repetitive entry tasks and reducing human errors.
AI Agents
levity
Connector levity · Secure OAuth 2.0
Manual form entry is slowing your growth
Every day, your teams spend hours processing incoming forms. Whether it's customer requests, administrative documents, or surveys, manual processing is slow, expensive, and prone to errors.
Main negative impacts:
Operational bottlenecks
Form volume often exceeds manual processing capacity, creating unacceptable response delays.
High administrative costs
Using human resources for data entry is a waste of talent and budget.
Unstructured data
Information stays locked in PDF files or emails, preventing rapid analysis and effective decision-making.
The Swiftask + Levity integration automates the reading, understanding, and classification of your forms. Your Swiftask AI agent extracts relevant data and injects it directly into your management tools.
BEFORE / AFTER
What changes with Swiftask
The traditional process
A form arrives via email. An employee opens it, reads the info, manually types it into the CRM, then files the document. It's slow, repetitive, and error-prone.
The Swiftask + Levity approach
The form is received. Levity analyzes it instantly, extracts key data, and Swiftask triggers the necessary actions (ticket creation, client update, alert). Zero human input.
Automate your forms in 4 key steps
1
STEP 1 : Configure Levity for your forms
Train the Levity model to recognize your types of forms (invoices, purchase orders, contact requests).
2
STEP 2 : Link Levity to Swiftask
Connect your Levity instance to Swiftask via our native connector to centralize data flows.
3
STEP 3 : Define processing rules
Create a Swiftask agent that defines what to do once data is extracted (e.g., send an email, update a database).
4
STEP 4 : Launch automation
Activate the workflow. Your incoming forms are now processed automatically upon receipt.
Advanced analysis capabilities
Levity analyzes visual and textual document structure for optimal precision, even on variable formats.
- Target connector: The agent performs the right actions in levity based on event context.
- Automated actions: Automatic field extraction (name, amount, date). Intelligent document classification. Data validation. Direct integration with business tools via Swiftask.
- Native governance: Every step of the process is tracked and verifiable in your Swiftask dashboard.
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.
Why choose this automation?
Increased precision
Eliminate typing errors through AI-based automatic reading.
Drastic time reduction
Move from multi-day processing to processing in seconds.
Unlimited scalability
Manage activity spikes without hiring or overloading your teams.
Enhanced compliance
Keep a digital trail of every processed document for your audits.
Focus on value
Free your collaborators for strategic tasks instead of repetitive ones.
High-level data security
Swiftask applies enterprise-grade security standards for your levity automations.
- End-to-end encryption: Your forms and extracted data are encrypted at every stage of the workflow.
- Access management: Precisely control who can configure agents and access processed data.
- GDPR compliance: We adhere to the strictest standards regarding personal data protection.
- Robust infrastructure: An architecture designed for reliability and high availability of your processes.
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 | Several minutes/hours | Under 5 seconds |
| Error rate | 5% to 10% | Less than 0.1% |
| Volume processed | Limited by humans | Unlimited |
| ROI | High entry costs | Immediate profitability |
Take action with levity
Boost productivity by eliminating repetitive entry tasks and reducing human errors.