Pricing

Automate intelligent document archiving with Truss

Swiftask connects your workflows to Truss to automatically archive, categorize, and index your documents using AI.

Result:

Boost operational efficiency while ensuring data compliance and security for all your archived files.

Manual document archiving slows down your business

Manual document filing is prone to errors and time-consuming. Without automation, your archives become unorganized data graveyards where critical info is impossible to find.

Main negative impacts:

High data loss risk: Manual storage increases the risk of human error, misfiled documents, or unauthorized access.
Wasted time on retrieval: Finding a specific document in an unindexed structure can take hours for your team.
Non-compliance issues: The lack of strict archiving rules compromises your company's regulatory compliance.

Swiftask integrates with Truss to create an intelligent archiving pipeline. Our AI analyzes, categorizes, and archives your files based on your business rules, ensuring perfect organization.

BEFORE / AFTER

What changes with Swiftask

Traditional document management

Your employees receive documents, rename them manually, choose a folder, and move them into Truss. This process is slow and prone to inconsistent naming and filing.

Intelligent archiving with Swiftask

Swiftask intercepts your incoming documents, extracts key metadata using AI, and automatically archives them into the appropriate Truss folders with standardized naming.

Implement your automated archiving in 4 steps

STEP 1 : Define rules

Configure classification criteria in Swiftask (e.g., invoice type, client, date).

STEP 2 : Connect to Truss

Link your Truss instance to Swiftask to enable secure file storage.

STEP 3 : Activate AI

The AI agent analyzes incoming flows and automatically identifies the final destination in Truss.

STEP 4 : Validate and monitor

Track the status of each archive via the Swiftask dashboard and adjust rules if needed.

Advanced AI archiving capabilities

Our AI analyzes text content, dates, amounts, and entities in each document for precise classification.

Target connector: The agent performs the right actions in truss based on event context.
Automated actions: Automatic categorization, intelligent renaming, metadata extraction, conditional archiving based on content.
Native governance: Every archiving operation is logged 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.

Why choose Swiftask for Truss?

1. Increased accuracy

Drastic reduction in manual filing errors thanks to AI.

2. Massive time savings

Free your team from repetitive admin tasks to focus on high-value projects.

3. Enhanced compliance

Standardize archiving processes to meet legal and internal requirements.

4. Instant indexing

Retrieve any document in seconds thanks to logical and automatic organization.

5. No-code scalability

Update your archiving rules instantly without any coding skills.

Data security and privacy

Swiftask applies enterprise-grade security standards for your truss automations.

Encrypted flows: All transfers between Swiftask and Truss are encrypted to protect your sensitive documents.
Granular access control: Precisely manage who can configure archiving rules within your company.
Full audit trail: Keep a detailed history of all archived documents and actions taken by the AI.
GDPR compliance: Our solutions meet the strictest standards for data protection.

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

RESULTS

Impact on your document performance

Metric	Before	After
Filing time	Minutes per document	Seconds
Error rate	High	Near zero
Team productivity	Stagnant	+30% on average
Information access	Difficult	Instant

Take action with truss

Boost operational efficiency while ensuring data compliance and security for all your archived files.