Securely share Microsoft 365 documents with your AI agents
Swiftask automates the sharing of your Microsoft 365 files while ensuring strict security and compliance with every single transfer.
Result:
Boost your productivity without compromising your enterprise data confidentiality.
AI Agents
microsoft 365
Connector microsoft 365 · Secure OAuth 2.0
The risks of manual sensitive document sharing
Sharing files via email or direct links exposes your critical data to human errors, unauthorized access leaks, or poor version management.
Main negative impacts:
Accidental data leaks
A single wrong click is enough to expose confidential documents to unauthorized recipients.
Complex access management
Maintaining visibility over who has access to what in a dynamic Microsoft 365 environment is challenging.
Regulatory non-compliance
Lack of traceability during document exchanges can lead to significant legal and compliance risks.
Swiftask integrates your AI agents directly into Microsoft 365 to automate secure sharing. Define strict access policies and let the AI orchestrate your document workflows.
BEFORE / AFTER
What changes with Swiftask
Traditional approach
Sharing is done manually via ad-hoc links. No control over permissions, no centralized audit trail, high risk of recipient errors.
Swiftask secure approach
The AI agent verifies permissions before every transfer. Sharing is automated, tracked, and compliant with your organization's security policies.
Secure your document workflows in 4 simple steps
1
STEP 1 : Define your sharing rules
Set up sharing conditions in Swiftask: which documents, for which recipients, with what permission levels.
2
STEP 2 : Connect Microsoft 365
Link Swiftask to your SharePoint or OneDrive environment via a secure, certified integration.
3
STEP 3 : Automate the workflows
Use intelligent triggers to automate sharing upon document creation or validation.
4
STEP 4 : Monitor and audit
Track all shares performed via the integrated audit dashboard for total compliance.
Advanced features for your documents
The AI analyzes the content and metadata of each document before validating the share according to your security policies.
- Target connector: The agent performs the right actions in microsoft 365 based on event context.
- Automated actions: Automated sharing with restricted permissions. Integrated electronic signature. Logging of every access. Automatic revocation of obsolete access.
- Native governance: Security is at the heart of every interaction between Swiftask and Microsoft 365.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-microsoft-365@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 your documents
Enhanced security
Reduce leak risks with automation that strictly adheres to your security policies.
Simplified compliance
Maintain a full audit trail for all your internal and external document exchanges.
Operational time savings
Automate repetitive tasks related to access rights management and file sharing.
Full control
Keep mastery of your documents through a centralized and intuitive management interface.
Seamless integration
Swiftask natively integrates with your Microsoft 365 suite without disrupting your workflow habits.
Trust and data protection
Swiftask applies enterprise-grade security standards for your microsoft 365 automations.
- End-to-end encryption: All data exchanged between Swiftask and Microsoft 365 is encrypted.
- Robust authentication: Uses OAuth standards to ensure secure and controlled access.
- Full activity logs: Total traceability to meet the strictest security requirements.
- Environment isolation: Every client benefits from a secure, isolated workspace.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your document governance
| Metric | Before | After |
|---|---|---|
| Unauthorized access risk | High (manual) | Near zero (automated) |
| Access management time | Hours per week | Minutes of setup |
| Audit visibility | Fragmented | Centralized and detailed |
| GDPR compliance | Hard to verify | System-guaranteed |
Take action with microsoft 365
Boost your productivity without compromising your enterprise data confidentiality.