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Generate delivery notes automatically with Docmosis

Swiftask connects your logistics data to Docmosis. Produce compliant delivery notes instantly, with no manual data entry.

Resultat:

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.

Les principaux impacts négatifs :

  • Preparation errors: Repetitive human entry inevitably leads to errors on delivery notes, leading to returns and disputes.
  • Inefficient processes: Time spent formatting each document manually prevents your logistics teams from focusing on higher-value tasks.
  • Lack of scalability: During peak times, your administrative team becomes a bottleneck, unable to keep up with shipping volume.

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.

AVANT / APRÈS

Ce qui change avec 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

ÉTAPE 1 : Define your Docmosis templates

Upload your delivery note templates to Docmosis. Use simple tags to identify dynamic areas (customer, products, quantities).

ÉTAPE 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.

ÉTAPE 3 : Configure triggers

Define the trigger event: order creation, status change, or payment confirmation.

ÉTAPE 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.

  • Connecteur cible : L'agent exécute les bonnes actions dans docmosis selon le contexte de l'événement.
  • Actions automatisées : Real-time PDF generation. Dynamic product table filling. Logical condition application (e.g., special mentions for international shipping). Automatic storage of generated documents.
  • Gouvernance native : Traceability for every generated document is ensured by Swiftask, simplifying your logistics archive management.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

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

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 applique des standards de sécurité enterprise pour vos automatisations docmosis.

  • Data encryption: All data transmitted between Swiftask, your systems, and Docmosis is encrypted.
  • Access management: Precisely control who has the right to edit templates or view generation logs.
  • GDPR compliance: Your data is processed in accordance with the strictest security standards on the market.
  • Full audit trail: Access a detailed history of all document generation operations.

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

RÉSULTATS

Impact on your performance

MétriqueAvantAprès
Creation time5-10 minutes (manual)Under 2 seconds (auto)
Error rate5-10% (human)0% (automated)
Processing costHigh (labor)Drastically reduced
Daily capacityLimited by headcountUnlimited

Passez à l'action avec docmosis

Eliminate entry errors and accelerate your shipments through seamless, end-to-end automation.

Générez vos certificats de conformité automatiquement via Docmosis

Cas d'usage suivant.