Swiftask connects your AI agents to PDF.co to automate the creation of invoices, reports, and contracts. Your data is instantly transformed into professional documents.
Result:
Eliminate manual data entry and layout errors. Industrialize your document production today.
AI Agents
pdf.co
Connector pdf.co · Secure OAuth 2.0
Generating documents from scattered data is a major source of time loss. Copy-pasting information into templates, adjusting layouts, exporting to PDF: this manual process is slow, repetitive, and prone to costly human errors.
Main negative impacts:
Frequent entry errors
Manual data handling significantly increases the risk of typos or omissions in your official documents.
Operational bottlenecks
Your teams spend hours on low-value administrative tasks instead of focusing on analysis or sales.
Inconsistent formats
Without automation, each team member tends to customize documents their own way, damaging your brand image.
Swiftask orchestrates your AI agents to extract, format, and send your data to PDF.co. You get perfect documents, generated instantly, without any manual intervention.
BEFORE / AFTER
Without automation
A sales rep needs to send a quote. They open the CRM, export data, copy rows into a Word template, check calculations, convert to PDF, and email it. This takes 20 minutes per client.
With Swiftask + PDF.co
As soon as an opportunity moves to 'Quote' phase, your Swiftask agent pulls the data, calls PDF.co to fill the template, generates the PDF, and sends it automatically. This takes 5 seconds.
1
STEP 1 : Define your PDF templates
Prepare your document templates in PDF.co with dynamic fields that your agent will need to fill.
2
STEP 2 : Configure the agent in Swiftask
Create a no-code agent capable of extracting necessary data from your sources (CRM, databases, input).
3
STEP 3 : Connect the PDF.co integration
Link your PDF.co API key to Swiftask to allow the agent to trigger generation tasks.
4
STEP 4 : Automate the trigger
Define the conditions (e.g., button click, form submission) that automatically launch the creation.
The agent analyzes source data to correctly map each field to the PDF template, handling logical conditions and formatting.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-pdf.co@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 eliminates copy errors, ensuring documents are always consistent with your source data.
Reduce document production time from hours per day to a few seconds.
Generate one or a thousand documents simultaneously without extra effort from your teams.
Maintain consistent branding and structure using locked templates.
Adapt your templates and automation rules instantly without needing development skills.
Swiftask applies enterprise-grade security standards for your pdf.co automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
| Metric | Before | After |
|---|---|---|
| Creation time | 20+ minutes per document | A few seconds |
| Error rate | 5 to 10% | 0% (automated) |
| Document volume | Limited by headcount | Unlimited |
Eliminate manual data entry and layout errors. Industrialize your document production today.