Process your documents automatically with Stack AI and Swiftask
Swiftask orchestrates your workflows while Stack AI analyzes your documents. Extract key data from invoices, contracts, and forms in a flash.
Result:
Eliminate manual data entry. Turn your unstructured documents into actionable data instantly.
AI Agents
stack ai
Connector stack ai · Secure OAuth 2.0
Manual document entry is slowing your growth
Document processing is a major bottleneck. Your teams spend hours reading, extracting, and copying information from PDFs, scans, or forms into your business tools.
Main negative impacts:
High risk of human error
Repetitive data entry is prone to typos and omissions, affecting your data quality.
Hidden operational costs
Time spent by experts processing administrative documents is a waste of high-value resources.
Slow and frustrating processes
The delay between receiving a document and processing it hampers your sales or customer service cycles.
Combining Swiftask and Stack AI automates data extraction. Your documents are read, analyzed, and the information is injected directly into your CRM or ERP.
BEFORE / AFTER
What changes with Swiftask
Traditional processing
A team member receives an invoice by email. They open it, identify the amount and date, switch to the ERP, enter the data, then archive the document. If the volume is high, the backlog grows.
Swiftask + Stack AI workflow
The document arrives in Swiftask. It is automatically sent to Stack AI for analysis. Extracted data is validated and synced to your ERP. It all happens in seconds, without any intervention.
Automate your documents in 4 simple steps
1
STEP 1 : Connect your document sources
Configure Swiftask to monitor your emails, cloud folders, or web forms receiving your documents.
2
STEP 2 : Integrate the Stack AI flow
Use the Stack AI connector in your Swiftask workflow to define the fields to extract (amount, date, client, etc.).
3
STEP 3 : Set routing rules
Tell Swiftask where to send the extracted data: CRM, database, or billing tool.
4
STEP 4 : Launch automation
Activate the workflow. Every new document is now processed automatically, and the data is ready for use.
Advanced AI processing capabilities
The AI analyzes the entire document, understanding context, tables, and complex text sections.
- Target connector: The agent performs the right actions in stack ai based on event context.
- Automated actions: Specific field extraction, document classification, compliance checks, calculations based on extracted data, multi-tool integration.
- Native governance: Swiftask keeps track of every processed document, ensuring full visibility into your document queues.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-stack-ai@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 this integration?
Increased accuracy
AI drastically reduces data entry errors associated with repetitive manual work.
Massive time savings
Processing that took hours is reduced to seconds.
Unlimited scalability
Manage thousands of documents without increasing your administrative team size.
Seamless integration
Connect Stack AI to your current tech stack via Swiftask without writing a single line of code.
Enhanced compliance
Every step of the processing is logged, facilitating audits and quality control.
Security and privacy
Swiftask applies enterprise-grade security standards for your stack ai automations.
- Data encryption: All extracted data is encrypted in transit between platforms.
- Access management: Precisely control who has access to document processing workflows.
- GDPR compliance: Your processes adhere to the strictest data protection standards.
- Audit trail: View the history of every processed document with full transparency.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Processing time per doc | 10-15 minutes | Under 5 seconds |
| Data entry error rate | 5% average | Less than 0.1% |
| Processing cost | High (labor) | Reduced by 80% |
| Processing capacity | Limited by humans | Unlimited (scalable) |
Take action with stack ai
Eliminate manual data entry. Turn your unstructured documents into actionable data instantly.