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Generate PDF documents dynamically with your AI agents

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.

Manual document creation slows down your growth

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

What changes with Swiftask

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.

Automate your PDFs in 4 easy steps

STEP 1 : Define your PDF templates

Prepare your document templates in PDF.co with dynamic fields that your agent will need to fill.

STEP 2 : Configure the agent in Swiftask

Create a no-code agent capable of extracting necessary data from your sources (CRM, databases, input).

STEP 3 : Connect the PDF.co integration

Link your PDF.co API key to Swiftask to allow the agent to trigger generation tasks.

STEP 4 : Automate the trigger

Define the conditions (e.g., button click, form submission) that automatically launch the creation.

Document generation capabilities

The agent analyzes source data to correctly map each field to the PDF template, handling logical conditions and formatting.

  • Target connector: The agent performs the right actions in pdf.co based on event context.
  • Automated actions: Data merging into PDF templates, HTML to PDF conversion, adding dynamic images or signatures, filling complex PDF forms.
  • Native governance: Each generation is traceable via Swiftask logs, ensuring full compliance on issued documents.

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.

Why choose Swiftask for your PDFs

1. Guaranteed accuracy

Automation eliminates copy errors, ensuring documents are always consistent with your source data.

2. Time saving

Reduce document production time from hours per day to a few seconds.

3. Business scalability

Generate one or a thousand documents simultaneously without extra effort from your teams.

4. Professional image

Maintain consistent branding and structure using locked templates.

5. Total flexibility

Adapt your templates and automation rules instantly without needing development skills.

Security and compliance

Swiftask applies enterprise-grade security standards for your pdf.co automations.

  • Secure processing: Data travels through encrypted channels between Swiftask and PDF.co.
  • Access management: Precisely control who can initiate document generation within your team.
  • Archiving and audit: Track every generated document with a complete history of the data used for creation.

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

RESULTS

Impact on your productivity

MetricBeforeAfter
Creation time20+ minutes per documentA few seconds
Error rate5 to 10%0% (automated)
Document volumeLimited by headcountUnlimited

Take action with pdf.co

Eliminate manual data entry and layout errors. Industrialize your document production today.

Automate PDF split and merge with Swiftask and PDF.co

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