Tarification

Automate complex document merging with DocuPost

Swiftask orchestrates your DocuPost workflows to merge, assemble, and customize your business documents. Gain precision and eliminate manual handling errors.

Resultat:

Transform long document processes into instant, secure workflows.

Manual management of complex documents slows down operations

Merging documents (contracts, reports, client files) often requires juggling multiple sources, formats, and layouts. Human errors, assembly delays, and lack of standardization directly impact your productivity.

Les principaux impacts négatifs :

High risk of merging errors: Manually assembling pages from different sources multiplies the risk of omissions or misplacements.
Operational bottlenecks: Teams spend hours manually preparing complex files, delaying final validation and delivery.
Inconsistent formatting: Managing the layout and structure of merged documents from disparate systems becomes unmanageable without automation.

Swiftask integrates with DocuPost to automate the assembly of complex documents. Define your merging rules, and the AI generates perfectly structured files, ready for use.

AVANT / APRÈS

Ce qui change avec Swiftask

Without Swiftask + DocuPost

A team member downloads files, manually merges them, checks page order, and fixes layout issues. A repetitive task taking 20 minutes per file.

With Swiftask + DocuPost

A trigger event (webhook, process completion) initiates the merge. Swiftask retrieves sources, assembles them via DocuPost, and delivers the finalized file instantly.

4 steps to automate your document merging

ÉTAPE 1 : Define merging model

Configure your assembly rules in Swiftask: page order, cover page insertion, or conditional merging.

ÉTAPE 2 : Connect to DocuPost

Link your DocuPost account to Swiftask to leverage DocuPost's powerful document processing capabilities.

ÉTAPE 3 : Setup triggers

Define which event triggers the merge: email reception, CRM status change, or form submission.

ÉTAPE 4 : Generation and delivery

The merged document is automatically generated and sent to your final destination (Cloud storage, email, ERP).

Advanced document processing capabilities

Swiftask analyzes the content of each attachment to determine its optimal placement in the final document.

Connecteur cible : L'agent exécute les bonnes actions dans docupost selon le contexte de l'événement.
Actions automatisées : Merging PDF, Word, and Excel files. Dynamic data insertion. Conditional logic rules (e.g., add appendix if amount > 5000€). Automated file naming.
Gouvernance native : Traceability of every merge is logged in your Swiftask history.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-docupost@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Operational benefits of automation

1. Increased precision

Eliminate manual errors through strict, automated merging rules.

2. Massive time savings

Reduce document preparation time from hours to seconds.

3. Standardization

All your merged documents follow the same structure, ensuring a professional image.

4. Scalability

Process hundreds of merges daily without additional effort from your teams.

5. Seamless integration

Connect your existing business tools directly to the DocuPost merging engine.

Data security and privacy

Swiftask applique des standards de sécurité enterprise pour vos automatisations docupost.

Encrypted streams: All data passing between Swiftask and DocuPost is encrypted.
GDPR compliance: Strict management of personal data in accordance with European requirements.
Access control: Granular management of user rights on your document workflows.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Impact on your performance metrics

Métrique	Avant	Après
Preparation time	20 min / file	< 5 seconds / file
Error rate	High (manual)	Near 0% (automated)
Volume processed	Limited by humans	Unlimited (automatic)

Passez à l'action avec docupost

Transform long document processes into instant, secure workflows.