Automate email processing and archiving into SharePoint
Swiftask connects your emails to SharePoint. Your AI agent reads, categorizes, extracts data, and automatically archives your emails into the right SharePoint folders.
Result:
Save hours every week. Eliminate manual sorting and ensure perfect document organization.
AI Agents
sharepoint
Connector sharepoint · Secure OAuth 2.0
Manual email processing is a productivity drain
Teams spend hours reading emails, downloading attachments, and manually saving them to SharePoint. This repetitive process is prone to human error and delays critical workflows.
Main negative impacts:
Wasted time on repetitive tasks
Manually moving information from emails to SharePoint consumes valuable time that could be spent on strategic tasks.
Risk of errors and data loss
Manual filing inevitably leads to folder errors or forgotten important documents, hindering information retrieval.
Lack of operational responsiveness
Manual processing delays slow down decision-making and collaboration between departments.
Swiftask deploys an intelligent AI agent that monitors your inbox, analyzes content, and automatically saves documents and data into SharePoint according to your business rules.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
An employee receives an email with an invoice. They open it, download the attachment, log into SharePoint, navigate to the accounting folder, rename the file, and upload it. An operation repeated dozens of times a day.
With Swiftask + SharePoint
The AI agent detects the email, extracts the invoice, identifies the project, and automatically saves it in the appropriate SharePoint folder with the correct naming convention. The employee just receives a confirmation notification.
Automate your emails in 4 simple steps
1
STEP 1 : Configure your AI agent in Swiftask
Define the criteria for detecting emails (sender, keywords, subject) and the processing goal.
2
STEP 2 : Connect SharePoint to your agent
Authorize Swiftask to access your SharePoint instance to drop documents into the target libraries.
3
STEP 3 : Define extraction rules
Use AI to automatically extract key information (names, dates, amounts) from the email body or attachments.
4
STEP 4 : Activate the automated workflow
The agent now processes all incoming emails in real-time, without any human intervention.
Advanced email processing features
The agent intelligently analyzes the context of each email, whether it's invoices, contracts, purchase orders, or customer requests.
- Target connector: The agent performs the right actions in sharepoint based on event context.
- Automated actions: Automatic classification by document type. Metadata extraction for SharePoint. Intelligent file renaming. Saving in dynamic subfolders. Teams or email notifications after successful processing.
- Native governance: Every operation is logged in Swiftask to ensure full compliance and easy auditability.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-sharepoint@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 SharePoint?
Boosted productivity
Eliminate repetitive administrative work and free up your team.
Flawless organization
Your documents are always filed in the right place and named according to your conventions.
Increased reliability
AI doesn't make filing mistakes and handles emails 24/7.
Data governance
Keep full control over the flow of your business information.
Ultra-fast deployment
Set up your automation in minutes without writing a single line of code.
Security and compliance
Swiftask applies enterprise-grade security standards for your sharepoint automations.
- Secure authentication: Secure connection via OAuth with your existing tools.
- Full traceability: Detailed history of every email processed and stored.
- Privacy respect: Your data remains within your perimeter and is not used to train third-party models.
- Access control: Fine-grained permission management at your workspace level.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
The impact on your operational efficiency
| Metric | Before | After |
|---|---|---|
| Average processing time | 5-10 minutes per email | A few seconds |
| Filing error rate | 10-15% | 0% (strict rules) |
| Volume of processed emails | Limited by human capacity | Unlimited (automation) |
| Operational cost | High (human time) | Drastically reduced |
Take action with sharepoint
Save hours every week. Eliminate manual sorting and ensure perfect document organization.