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Automate SharePoint document analysis with Swiftask

Swiftask connects to Microsoft Graph API to read, analyze, and extract insights from your SharePoint files. Turn static documents into actionable data.

Result:

Speed up document processing and eliminate tedious manual reading of reports and contracts.

The bottleneck of manual document analysis

Your teams waste hours every week opening, reading, and extracting information from hundreds of documents stored in SharePoint. Between finding the right version and summarizing data, the process is inefficient and prone to human error.

Main negative impacts:

  • Wasted time on low-value tasks: Manual reading of repetitive documents prevents your staff from focusing on strategic analysis.
  • Siloed and inaccessible information: Critical data remains trapped in PDF or Word files, making global exploitation impossible.
  • Risk of oversight or errors: Manual data entry from documents into other tools leads to costly transcription errors.

Swiftask automates the analysis of your SharePoint files via Microsoft Graph API. Our AI agents browse your libraries, extract relevant information, and format it according to your business needs.

BEFORE / AFTER

What changes with Swiftask

Before automation

An employee needs to extract clauses from 50 contracts on SharePoint. They open each file, search for text, copy data to Excel. This takes several days.

With Swiftask + Microsoft Graph

The AI agent scans the SharePoint folder in minutes via Graph API, extracts necessary clauses, summarizes them, and updates your database automatically.

4 steps to automate your document analysis

STEP 1 : Configure Graph API access

Connect Swiftask to your SharePoint instance using secure Microsoft Graph API permissions.

STEP 2 : Define your extraction needs

Tell the agent which document types to monitor and specific information to extract (e.g., dates, amounts, names).

STEP 3 : Trigger intelligent analysis

The agent analyzes new documents upon upload to SharePoint or processes existing files in batches.

STEP 4 : Leverage extracted data

Retrieve structured results in Swiftask or send them directly to your business tools (CRM, ERP, Slack).

Advanced document analysis capabilities

The AI processes text content, tables, and complex structures to identify key entities with high contextual accuracy.

  • Target connector: The agent performs the right actions in microsoft graph api (daemon app) based on event context.
  • Automated actions: Metadata extraction, automatic summarization of long reports, document classification, version comparison, and compliance verification.
  • Native governance: All analyses are kept in an activity log to ensure traceability and auditability of processes.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-microsoft-graph-api-(daemon-app)@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 automate your document analysis

1. Massive productivity gain

Reduce processing time from days to minutes.

2. Increased accuracy

AI eliminates entry and reading errors caused by human fatigue.

3. Data standardization

Transform unstructured documents into actionable and uniform data.

4. Unlimited scalability

Analyze 10 or 10,000 documents with the same efficiency and cost.

5. Microsoft security

The integration respects your Microsoft 365 environment's permissions and encryption.

Security and data governance

Swiftask applies enterprise-grade security standards for your microsoft graph api (daemon app) automations.

  • Secure authentication: Use of OAuth 2.0 standards via Microsoft Graph to ensure restricted and secure access.
  • M365 policy compliance: The agent respects access rights defined on your SharePoint sites and libraries.
  • Data Privacy: Swiftask does not store your original documents; it only processes content necessary for analysis.
  • Compliance: Full audit of all extraction actions performed on your documents.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Measurable operational impact

MetricBeforeAfter
Processing timeSeveral hours per documentA few seconds
Error rate5-10% (human)Less than 0.1% (AI)
Volume handledLimited by human capacityUnlimited
ROIHigh operational costsDrastic cost reduction

Take action with microsoft graph api (daemon app)

Speed up document processing and eliminate tedious manual reading of reports and contracts.

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