• Pricing
Book a demo

Automate your Axonaut reminders and never miss a deadline again

Swiftask syncs your Axonaut data with AI agents to trigger automated reminders. Invoices, tasks, or opportunities: get alerted exactly when needed.

Result:

Secure your cash flow and streamline client relationships with effortless, intelligent automation.

The hidden cost of manual Axonaut follow-ups

Managing reminders in Axonaut requires constant attention. Between forgotten unpaid invoices and postponed follow-up tasks, a lack of proactivity directly impacts your cash flow and client satisfaction.

Main negative impacts:

  • Cash flow risks: A late reminder means a delayed payment. Without automation, overdue invoices pile up unnecessarily.
  • Administrative burden: Spending hours manually filtering Axonaut to identify who to chase is low-value work that drains your team.
  • Human errors and oversights: Manual management is prone to errors. Missing a reminder can damage the relationship with even your most loyal clients.

Swiftask turns Axonaut into an automated reminder engine. Your AI agent monitors your data in real-time and executes follow-up actions as soon as a condition is met.

BEFORE / AFTER

What changes with Swiftask

Manual management

You open Axonaut every morning, search for overdue invoices, write a personalized reminder email, and send it. It's repetitive, time-consuming, and you risk missing critical deadlines.

Swiftask automation

Your AI agent continuously scans your Axonaut account. As soon as an invoice is due without payment, it automatically generates and sends a personalized reminder, while updating the status in Axonaut.

Set up your intelligent reminders in 4 steps

STEP 1 : Configure your AI agent

Define the trigger rules for your reminders in Swiftask based on your Axonaut objects.

STEP 2 : Link your Axonaut account

Securely connect Axonaut via our dedicated connector to allow the AI to access necessary data.

STEP 3 : Define reminder content

Customize the tone and dynamic information your agent should include in the reminder message.

STEP 4 : Launch the automation

Activate the agent. It will now monitor your deadlines and act in complete autonomy.

Advanced follow-up capabilities

The agent analyzes due dates, payment history in Axonaut, and current client status to adapt the urgency of the reminder.

  • Target connector: The agent performs the right actions in axonaut based on event context.
  • Automated actions: Automated email reminders, creation of follow-up tasks in Axonaut, internal notifications on Slack or Teams, updating client notes.
  • Native governance: Every action taken by the AI is logged in Swiftask, ensuring total transparency over your follow-up processes.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-axonaut@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 reminders with Swiftask

1. DSO optimization

Reduce payment delays by intervening systematically and on time.

2. Operational time saving

Free your team from repetitive data entry and manual follow-up tasks.

3. Preserved client relationships

Personalized and professional reminders, sent at the perfect moment.

4. Full visibility

A centralized dashboard to track the status of all your automated reminders.

5. No-code scalability

Adjust your reminder rules in a few clicks, with zero code required.

Axonaut data security

Swiftask applies enterprise-grade security standards for your axonaut automations.

  • Secure API connection: Access to your Axonaut data is strictly limited to the actions necessary for your automations.
  • Guaranteed privacy: Your client data is never used to train our AI models.
  • Access management: Precisely control who can configure agents and access execution logs.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Impact on your performance

MetricBeforeAfter
Follow-up management time5h/week0h (full automation)
Responsiveness to unpaid billsReactive (post-date)Proactive (pre-date)
Missed reminder rate10-15%0%

Take action with axonaut

Secure your cash flow and streamline client relationships with effortless, intelligent automation.

Generate Axonaut quotes automatically with AI

Next use case