Centralize your files: Truss automation with AI
Swiftask integrates with Truss to revolutionize your document management. File, index, and retrieve files instantly using artificial intelligence.
Result:
Eliminate document chaos and free up time for strategic initiatives.
AI Agents
truss
Connector truss · Secure OAuth 2.0
Disorganized documents slow down your teams
Manual document management is a major productivity drain. Between poorly named files, scattered versions, and endless searches, your team loses valuable time every single day.
Main negative impacts:
Inefficient searches
Finding a specific document can take minutes, breaking workflow and focus.
Filing errors
Manual storage promotes duplicates and human error, making information hard to leverage.
Information silos
Critical documents remain isolated in local folders or unconnected tools, hindering collaboration.
Swiftask connects your workflows to Truss to automate the organization, tagging, and storage of your documents, ensuring a consistent and accessible structure.
BEFORE / AFTER
What changes with Swiftask
Traditional document management
An employee downloads a contract, renames it manually, moves it to a complex folder, and hopes colleagues can find it. In an emergency, the search becomes a frustrating quest.
Smart management with Swiftask + Truss
As soon as a document is generated or received, the Swiftask AI agent analyzes it, extracts key metadata, and automatically files it in the correct Truss folder with a standardized naming convention.
Optimize your archiving in 4 steps
1
STEP 1 : Initialize your sorting agent
Configure an agent in Swiftask dedicated to categorizing your incoming document flows.
2
STEP 2 : Connect your Truss workspace
Establish a secure bridge between Swiftask and your Truss instance to authorize read and write operations.
3
STEP 3 : Define your management rules
Set intelligent criteria for renaming and destination folder structure based on document content.
4
STEP 4 : Deployment and automation
Activate the workflow. The agent now processes every document in real time, with no human intervention.
Advanced features for your documents
The agent analyzes text content, document type, and associated context to make precise filing decisions.
- Target connector: The agent performs the right actions in truss based on event context.
- Automated actions: Automatic renaming, moving to specific folders, data extraction to spreadsheets, and notifying relevant teams.
- Native governance: All operations are logged in an activity journal for full traceability.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-truss@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.
The benefits of AI for your archives
Massive time savings
Reduce manual filing time by 90%.
Ultra-fast search
Access your documents in seconds thanks to a standardized structure.
Enhanced compliance
Ensure every document is stored according to internal company policies.
Seamless collaboration
Everyone works on the same version, filed in the same place.
No-code scalability
Adapt your filing processes without involving your technical team.
Security and data privacy
Swiftask applies enterprise-grade security standards for your truss automations.
- Data encryption: Your documents transit through secure and encrypted flows.
- Strict access control: The agent only has access to the folders necessary for its operation.
- GDPR compliance: We adhere to the most rigorous data protection standards.
- Full transparency: A detailed log is available for every action taken by the agent.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your operational efficiency
| Metric | Before | After |
|---|---|---|
| Filing time per doc | 5 minutes | 0 seconds |
| Archiving error rate | 15% | < 1% |
| Average search time | 10 minutes | 10 seconds |
| Administrative productivity | Baseline | +40% gain |
Take action with truss
Eliminate document chaos and free up time for strategic initiatives.