Automate your electronic signature workflows with Agrello and Swiftask
Swiftask connects your AI agents to Agrello to automate the sending, tracking, and management of your documents.
Result:
Drastically reduce signing times and eliminate manual errors in your contracts.
AI Agents
agrello
Connector agrello · Secure OAuth 2.0
Manual signature processes slow down your growth
Managing documents for signature manually is time-consuming and prone to errors. Between sending, following up, and tracking, your teams waste valuable time that could be spent on higher-value tasks.
Main negative impacts:
Longer sales cycles
Every manual step delays contract finalization, directly impacting your cash flow.
Risk of human error
Forgetting signatures, using the wrong document version, or recipient errors are common.
Lack of visibility
Tracking the progress of dozens of documents in the signature process quickly becomes a headache without a dedicated tool.
Swiftask automates the entire Agrello workflow. As soon as an event occurs, your agent prepares the document, sends it to the right person, and ensures follow-up.
BEFORE / AFTER
What changes with Swiftask
Manual management
The salesperson generates the contract, downloads it, logs into Agrello, enters information, sends manually, and then must follow up with the client by email if nothing happens.
Automation with Swiftask
As soon as an opportunity moves to 'Contract to generate' in your CRM, Swiftask automatically triggers the document sending via Agrello. Tracking is centralized.
Configure your automation in 4 steps
1
STEP 1 : Define your agent in Swiftask
Configure an agent dedicated to document management.
2
STEP 2 : Connect Agrello
Integrate your Agrello account as a signature channel.
3
STEP 3 : Set the trigger
Choose the event that triggers the sending (e.g., status change).
4
STEP 4 : Activate and automate
Your contracts are automatically sent as soon as necessary.
Key features
The agent analyzes contract data to automatically customize fields in Agrello.
- Target connector: The agent performs the right actions in agrello based on event context.
- Automated actions: Automatic document sending, intelligent follow-ups, updating document status in your database.
- Native governance: All actions are recorded in a comprehensive audit log.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-agrello@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.
Why automate your signatures?
Increased speed
Reduce signature time from days to minutes.
Total accuracy
Eliminate errors related to manual data entry.
Ensured compliance
Track every step of the process for full compliance.
Team productivity
Free your teams from repetitive administrative tasks.
Seamless client experience
Offer a fast and professional signature journey.
Security and compliance
Swiftask applies enterprise-grade security standards for your agrello automations.
- Secure integration: Using official APIs to ensure data security.
- Access management: Granular control over who can trigger signatures.
- Full audit: Activity logs for every processed document.
- eIDAS compliance: Agrello ensures the legal validity of your signatures.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Expected results
| Metric | Before | After |
|---|---|---|
| Preparation time | 15 min/contract | 0 min (automated) |
| Average signature time | 3-5 days | A few hours |
| Contractual errors | Frequent | Almost zero |
Take action with agrello
Drastically reduce signing times and eliminate manual errors in your contracts.