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.
AI Agents
truss
Connector truss · Secure OAuth 2.0
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
1
STEP 1 : Define rules
Configure classification criteria in Swiftask (e.g., invoice type, client, date).
2
STEP 2 : Connect to Truss
Link your Truss instance to Swiftask to enable secure file storage.
3
STEP 3 : Activate AI
The AI agent analyzes incoming flows and automatically identifies the final destination in Truss.
4
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?
Increased accuracy
Drastic reduction in manual filing errors thanks to AI.
Massive time savings
Free your team from repetitive admin tasks to focus on high-value projects.
Enhanced compliance
Standardize archiving processes to meet legal and internal requirements.
Instant indexing
Retrieve any document in seconds thanks to logical and automatic organization.
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.