Swiftask automates document filing in Workstack. Your files are analyzed, renamed, and intelligently archived the moment they arrive.
Resultat:
Eliminate repetitive administrative work and find every document instantly.
Manual archiving slows down your team
Manually filing documents in Workstack is a major time drain. Between renaming files, choosing folders, and entering metadata, your staff gets bogged down in low-value tasks.
Les principaux impacts négatifs :
Swiftask deploys AI agents that scan your incoming Workstack streams, identify document types, and automatically archive them into the appropriate folder structure.
AVANT / APRÈS
Ce qui change avec Swiftask
Without Swiftask
A team member receives a contract or invoice. They must open Workstack, browse the folder tree, rename the file according to internal conventions, and move it. If they forget or make a mistake, the document is lost in the pile.
With Swiftask + Workstack
The document is uploaded. The Swiftask AI agent detects it, extracts key info (date, client, amount), renames it automatically, and places it in the designated Workstack directory. Everything is filed and secure in seconds.
Deploy your AI archiving in 4 steps
ÉTAPE 1 : Configure the Swiftask agent
Define classification rules in Swiftask. Teach the agent which document types to identify and how to label them.
ÉTAPE 2 : Connect to your Workstack space
Connect Swiftask to Workstack via API. The agent gains access to source directories to monitor for new files.
ÉTAPE 3 : Define workflow paths
Establish the flow: content analysis, metadata extraction, and destination in your folder tree.
ÉTAPE 4 : Activate and automate
Turn on the workflow. Your documents are now archived without human intervention, with full tracking.
Advanced features for your archives
The agent analyzes text, context, and file properties to ensure precise filing in compliance with your internal policies.
Chaque action est contextualisée et exécutée automatiquement au bon moment.
Chaque agent Swiftask utilise une identité dédiée (ex. agent-workstack@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.
Boost operational efficiency
1. Instant search
Thanks to a rigorous and automated structure, every file is in its place and accessible in one click.
2. Full standardization
No more naming errors or messy folders. AI ensures perfect consistency.
3. Increased productivity
Free your team from filing tasks so they can focus on strategic missions.
4. Enhanced compliance
Systematic and tracked archiving ensures compliance with your legal and internal obligations.
5. Effortless scalability
Whether you process ten or a thousand documents daily, the Swiftask agent maintains the same rigor.
Security and data integrity
Swiftask applique des standards de sécurité enterprise pour vos automatisations workstack.
Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.
RÉSULTATS
Measurable impact on your document management
| Métrique | Avant | Après |
|---|---|---|
| Filing time | Several minutes per file | Under 5 seconds |
| Filing error rate | High (human error) | Close to 0% |
| Search time | Long (manual browsing) | Instant |
| Implementation | Complex process | Fast no-code setup |
Passez à l'action avec workstack
Eliminate repetitive administrative work and find every document instantly.