Generate contracts automatically with Swiftask and Docmosis
Swiftask orchestrates data and Docmosis generates your documents. Create complex contracts instantly, without human error and in full compliance.
Result:
Accelerate your sales cycle and reduce the administrative burden on your legal and sales teams.
AI Agents
docmosis
Connector docmosis · Secure OAuth 2.0
Manual contract drafting slows down your growth
Contract creation is often a bottleneck: manual data entry, risky copy-pasting, formatting errors. Your teams waste valuable time on repetitive tasks, increasing the risk of legal errors and delaying deal closures.
Main negative impacts:
High risk of entry errors
Manual data transfer between your CRM and contract templates leads to costly mistakes and non-compliant documents.
Extended sales cycles
Dependence on manual processes slows down document delivery to clients, directly impacting your conversion rate.
Overloaded legal teams
Legal staff spend too much time reviewing standard contracts instead of focusing on high-value dossiers.
Swiftask automates data extraction and formatting, while Docmosis instantly generates perfect PDF or Word documents. You get compliant contracts in seconds.
BEFORE / AFTER
What changes with Swiftask
Traditional manual process
A sales rep manually enters client data into a Word template. They check every clause, generate the PDF, and send it manually via email. The risk of error is high and the process takes hours.
Swiftask + Docmosis automation
Swiftask retrieves the necessary data (CRM, form, database), structures it, and triggers the Docmosis API. The contract is generated, stored, and ready to be signed in seconds, with zero intervention.
Set up your contract factory in 4 steps
1
STEP 1 : Structure your templates in Docmosis
Create contract templates in Word or PDF with Docmosis merge tags. Your templates become dynamic and ready for automation.
2
STEP 2 : Connect your data sources to Swiftask
Configure Swiftask to extract necessary information from your business tools (CRM, ERP, forms) to populate your contracts.
3
STEP 3 : Define the automation workflow
Create a rule in Swiftask: as soon as an opportunity reaches a specific stage, data is sent to Docmosis to generate the contract.
4
STEP 4 : Automate sending and storage
The generated contract is automatically sent to the client or stored in your Document Management System (DMS) or CRM.
Advanced document generation capabilities
Swiftask analyzes and validates data consistency before initiating generation, ensuring every contract adheres to your business rules.
- Target connector: The agent performs the right actions in docmosis based on event context.
- Automated actions: Word and PDF document generation. Dynamic injection of complex data (tables, conditional clauses). Merging multiple data sources. Automatic sending after generation.
- Native governance: Traceability of every generation is ensured in Swiftask for total compliance.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-docmosis@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 with Swiftask and Docmosis
Absolute precision
Eliminate copy-paste errors with automation based on validated data.
Massive productivity gain
Reduce contract creation time from hours to seconds.
Guaranteed compliance
Use templates locked by the legal department to ensure contractual consistency.
Unlimited scalability
Generate one contract or thousands with no additional effort, regardless of complexity.
Seamless integration
Connect your sales workflow to your existing stack without changing your tools.
Data security and compliance
Swiftask applies enterprise-grade security standards for your docmosis automations.
- Secure processing: Data is transmitted securely between Swiftask and Docmosis, ensuring document confidentiality.
- Template control: Only approved templates are used, preventing the use of outdated versions.
- Audit and traceability: Every generation is logged: who triggered the document, which template was used, and when.
- GDPR compliance: Automation respects data protection standards by processing sensitive information securely.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable operational impact
| Metric | Before | After |
|---|---|---|
| Generation time | 1 to 4 hours per contract | Under 30 seconds |
| Error rate | Frequent (manual) | Close to 0 (automated) |
| Team productivity | Heavy administrative tasks | Focus on negotiation |
| Time to signature | Several days | Significantly reduced |
Take action with docmosis
Accelerate your sales cycle and reduce the administrative burden on your legal and sales teams.