Structured archiving for Agrello documents, powered by AI
Swiftask connects your AI agents to Agrello to automate document classification and archiving. Stop manual sorting; your contracts are indexed instantly.
Result:
Save valuable time on document management and ensure archive compliance.
AI Agents
agrello
Connector agrello · Secure OAuth 2.0
Manual management of Agrello archives slows your business
After signing in Agrello, documents often end up in messy, poorly named folders or are forgotten. This lack of structure makes retrieving critical information slow and complex.
Main negative impacts:
Inefficient document retrieval
Finding a specific contract among hundreds of unorganized files becomes a daily challenge for your legal and admin teams.
Compliance risks
Poor archive management increases the risk of losing essential documents or failing to meet legal retention periods.
Administrative burden
Manually renaming and filing every signed document after Agrello consumes precious time that could be spent on strategic tasks.
Swiftask automates structured archiving for your Agrello documents. The AI agent analyzes the document, extracts key metadata, renames it according to your conventions, and files it in the right folder.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
A contract is signed in Agrello. The team member must download it, rename it manually, move it to the appropriate client folder on your cloud, and hope no naming errors occur.
With Swiftask + Agrello
As soon as a document is signed in Agrello, the AI agent detects the event, downloads the file, extracts key info, automatically files it in your folder structure, and notifies you of the archiving.
4 steps to automate your Agrello archiving
1
STEP 1 : Create your Swiftask agent
Configure an agent dedicated to document management in the intuitive Swiftask interface.
2
STEP 2 : Link your Agrello account
Securely connect your Agrello instance to allow the agent to monitor new signed documents.
3
STEP 3 : Define your structuring rules
Tell the agent how to name files and which folders to archive them in based on the document content.
4
STEP 4 : Activate automation
The agent now handles every new Agrello document instantly, without any action on your part.
Advanced features of your archiving agent
The agent uses OCR and NLP to read the content of Agrello contracts, identifying parties, dates, and document types.
- Target connector: The agent performs the right actions in agrello based on event context.
- Automated actions: Smart renaming based on variables. Automatic filing in subfolders. Metadata indexing in your ERP or CRM. Notification in case of processing errors.
- Native governance: All document movements are tracked in the Swiftask 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.
Benefits of intelligent archiving
Instant retrieval
Your documents are perfectly filed and named, making search ultra-fast.
Enhanced compliance
Ensure every document is archived according to your internal governance rules.
Productivity gains
Eliminate repetitive document management tasks.
Error reduction
Automation eliminates human filing errors.
Centralized visibility
Keep an overview of all your archived documents via Swiftask.
Security and privacy
Swiftask applies enterprise-grade security standards for your agrello automations.
- Data encryption: Your documents are processed and transferred via secure protocols.
- Access management: You control which users can access agent configurations.
- GDPR compliance: Swiftask adheres to the strictest standards for processing your confidential documents.
- Full audit log: Every action is logged for total transparency.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your efficiency
| Metric | Before | After |
|---|---|---|
| Filing time per document | 5-10 minutes | 0 seconds (automated) |
| Filing error rate | 15-20% | 0% |
| Document search time | Several minutes | A few seconds |
Take action with agrello
Save valuable time on document management and ensure archive compliance.