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Automate email processing and archiving into SharePoint

Swiftask connects your emails to SharePoint. Your AI agent reads, categorizes, extracts data, and automatically archives your emails into the right SharePoint folders.

Resultat:

Save hours every week. Eliminate manual sorting and ensure perfect document organization.

Manual email processing is a productivity drain

Teams spend hours reading emails, downloading attachments, and manually saving them to SharePoint. This repetitive process is prone to human error and delays critical workflows.

Les principaux impacts négatifs :

  • Wasted time on repetitive tasks: Manually moving information from emails to SharePoint consumes valuable time that could be spent on strategic tasks.
  • Risk of errors and data loss: Manual filing inevitably leads to folder errors or forgotten important documents, hindering information retrieval.
  • Lack of operational responsiveness: Manual processing delays slow down decision-making and collaboration between departments.

Swiftask deploys an intelligent AI agent that monitors your inbox, analyzes content, and automatically saves documents and data into SharePoint according to your business rules.

AVANT / APRÈS

Ce qui change avec Swiftask

Without Swiftask

An employee receives an email with an invoice. They open it, download the attachment, log into SharePoint, navigate to the accounting folder, rename the file, and upload it. An operation repeated dozens of times a day.

With Swiftask + SharePoint

The AI agent detects the email, extracts the invoice, identifies the project, and automatically saves it in the appropriate SharePoint folder with the correct naming convention. The employee just receives a confirmation notification.

Automate your emails in 4 simple steps

ÉTAPE 1 : Configure your AI agent in Swiftask

Define the criteria for detecting emails (sender, keywords, subject) and the processing goal.

ÉTAPE 2 : Connect SharePoint to your agent

Authorize Swiftask to access your SharePoint instance to drop documents into the target libraries.

ÉTAPE 3 : Define extraction rules

Use AI to automatically extract key information (names, dates, amounts) from the email body or attachments.

ÉTAPE 4 : Activate the automated workflow

The agent now processes all incoming emails in real-time, without any human intervention.

Advanced email processing features

The agent intelligently analyzes the context of each email, whether it's invoices, contracts, purchase orders, or customer requests.

  • Connecteur cible : L'agent exécute les bonnes actions dans sharepoint selon le contexte de l'événement.
  • Actions automatisées : Automatic classification by document type. Metadata extraction for SharePoint. Intelligent file renaming. Saving in dynamic subfolders. Teams or email notifications after successful processing.
  • Gouvernance native : Every operation is logged in Swiftask to ensure full compliance and easy auditability.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-sharepoint@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.

Why choose Swiftask for SharePoint?

1. Boosted productivity

Eliminate repetitive administrative work and free up your team.

2. Flawless organization

Your documents are always filed in the right place and named according to your conventions.

3. Increased reliability

AI doesn't make filing mistakes and handles emails 24/7.

4. Data governance

Keep full control over the flow of your business information.

5. Ultra-fast deployment

Set up your automation in minutes without writing a single line of code.

Security and compliance

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

  • Secure authentication: Secure connection via OAuth with your existing tools.
  • Full traceability: Detailed history of every email processed and stored.
  • Privacy respect: Your data remains within your perimeter and is not used to train third-party models.
  • Access control: Fine-grained permission management at your workspace level.

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

RÉSULTATS

The impact on your operational efficiency

MétriqueAvantAprès
Average processing time5-10 minutes per emailA few seconds
Filing error rate10-15%0% (strict rules)
Volume of processed emailsLimited by human capacityUnlimited (automation)
Operational costHigh (human time)Drastically reduced

Passez à l'action avec sharepoint

Save hours every week. Eliminate manual sorting and ensure perfect document organization.

Automatisez vos workflows SharePoint sans une ligne de code

Cas d'usage suivant.