Swiftask connects your logistics data to Docmosis. Produce compliant delivery notes instantly, with no manual data entry.
Result:
Eliminate entry errors and accelerate your shipments through seamless, end-to-end automation.
Manual delivery note entry slows down your logistics
Manually creating delivery notes is a frequent source of errors and delays. Data is scattered, formatting takes time, and the risk of typos in addresses or quantities directly impacts your customer satisfaction.
Main negative impacts:
Swiftask automates document creation with Docmosis. As soon as an order is validated, your data is injected into your Docmosis templates to generate print-ready PDFs instantly.
BEFORE / AFTER
What changes with Swiftask
Traditional management
An operator extracts data from the CRM, opens a word processor, manually fills in delivery note fields, verifies information, exports to PDF, and emails it. A long and error-prone process.
Swiftask + Docmosis automation
The order is confirmed in your system. Swiftask retrieves the data, sends it to Docmosis, which generates the personalized delivery note instantly. The file is automatically stored or sent to the relevant department.
Setting up your automation in 4 steps
STEP 1 : Define your Docmosis templates
Upload your delivery note templates to Docmosis. Use simple tags to identify dynamic areas (customer, products, quantities).
STEP 2 : Connect Swiftask to Docmosis
Configure the integration in Swiftask. Link your data sources (CRM, ERP) to the Docmosis generation engine via our secure connector.
STEP 3 : Configure triggers
Define the trigger event: order creation, status change, or payment confirmation.
STEP 4 : Automate production
Activate the workflow. Each new delivery note is generated automatically and sent to your chosen destination (email, Cloud storage, print).
Advanced document features
Your AI agent extracts key order data and maps it precisely to your Docmosis templates, ensuring total consistency.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-docmosis@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.
Operational benefits
1. Maximum precision
Zero entry errors thanks to automated data injection directly from your source system.
2. Massive time savings
Reduce document creation time from several minutes to just milliseconds.
3. Brand consistency
Every delivery note perfectly matches your branding thanks to Docmosis templates.
4. Unlimited scalability
Handle hundreds of delivery notes daily with no additional workload for your teams.
5. Simplified compliance
Every generation is logged, ensuring a clear audit trail for all your shipping operations.
Security and privacy
Swiftask applies enterprise-grade security standards for your docmosis automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Creation time | 5-10 minutes (manual) | Under 2 seconds (auto) |
| Error rate | 5-10% (human) | 0% (automated) |
| Processing cost | High (labor) | Drastically reduced |
| Daily capacity | Limited by headcount | Unlimited |
Take action with docmosis
Eliminate entry errors and accelerate your shipments through seamless, end-to-end automation.