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Optimize your Workstack archiving with artificial intelligence

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 :

  • Lost critical documents: Poor filing makes finding essential information difficult or impossible during urgent projects.
  • Administrative burden: Hours are wasted every week organizing digital folders that could be handled automatically.
  • Unstructured data: Lack of standardization prevents effective use of your archives for business analysis.

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.

  • Connecteur cible : L'agent exécute les bonnes actions dans workstack selon le contexte de l'événement.
  • Actions automatisées : Automatic metadata extraction. Intelligent renaming based on your conventions. Automatic movement to specific subfolders. Notifications to teams after archiving.
  • Gouvernance native : Every archiving action is logged, allowing for quick verification during audits.

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.

  • Secure API access: The Workstack integration adheres to the strictest security standards for your data.
  • Permission management: The agent only accesses necessary folders, ensuring the principle of least privilege.
  • Full audit trail: Every document movement is logged in an audit trail accessible at any time.
  • Guaranteed confidentiality: Your documents are never used to train third-party models. Confidentiality is absolute.

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

MétriqueAvantAprès
Filing timeSeveral minutes per fileUnder 5 seconds
Filing error rateHigh (human error)Close to 0%
Search timeLong (manual browsing)Instant
ImplementationComplex processFast no-code setup

Passez à l'action avec workstack

Eliminate repetitive administrative work and find every document instantly.