Automate CRM enrichment with Extruct AI
Swiftask connects Extruct AI to your CRM to turn unstructured documents into actionable data in real-time.
Result:
Eliminate manual data entry and ensure the reliability of your client data.
AI Agents
extruct ai
Connector extruct ai · Secure OAuth 2.0
Manual entry slows down your sales team
Your sales team spends precious time copying and pasting information from emails, contracts, or reports into your CRM. This manual process is not only slow, but it is also prone to human error and leads to outdated data.
Main negative impacts:
Productivity loss
Manual entry reduces time dedicated to prospecting and client relationship management.
Inconsistent CRM data
Entry errors undermine the quality of your reporting and the accuracy of your decision-making.
Update delays
Information is only available in the CRM after a delay, slowing down sales responsiveness.
With the Swiftask and Extruct AI integration, you automate data extraction from any document to instantly populate your CRM, without any human intervention.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
A salesperson receives a contract via email. They open the CRM, create a record, read the document, manually enter the amount, date, and contacts, then save. This is a tedious task that takes 15 minutes per document.
With Swiftask + Extruct AI
The document is dropped into a folder or emailed. Swiftask triggers Extruct AI, which extracts the key data. Swiftask then automatically updates the CRM. The salesperson receives a notification when the record is ready.
Setting up CRM enrichment in 4 steps
1
STEP 1 : Configure the trigger
Define the source of your documents (email, cloud storage, form) in Swiftask.
2
STEP 2 : Set up extraction with Extruct AI
Define the fields to extract (e.g., name, company, amount) so Extruct AI can identify them.
3
STEP 3 : Map data to your CRM
Associate the extracted fields with the corresponding fields in your CRM software via Swiftask.
4
STEP 4 : Automate and monitor
Activate the workflow. Swiftask processes documents and updates the CRM continuously.
Intelligent extraction capabilities
AI analyzes unstructured text content to identify relevant business entities.
- Target connector: The agent performs the right actions in extruct ai based on event context.
- Automated actions: Data extraction from PDF/Images. Normalization of date and currency formats. Automatic creation or updating of CRM records. Data validation before insertion.
- Native governance: Swiftask ensures that every data transfer is secure and traceable.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-extruct-ai@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 for your sales performance
Data accuracy
Drastic reduction in human errors related to manual entry.
Faster sales cycle
Your team has the right information available immediately.
Process scalability
Handle growing volumes of documents without increasing administrative burden.
Unified governance
Centralize the control of your data flows within a single interface.
Data security and compliance
Swiftask applies enterprise-grade security standards for your extruct ai automations.
- End-to-end encryption: Your documents and extracted data are protected during transit and at rest.
- GDPR compliance: We adhere to the strictest standards for processing your personal data.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your business
| Metric | Before | After |
|---|---|---|
| Entry time per document | 10-20 minutes | Automated (seconds) |
| Entry error rate | 5-10% | < 1% |
| Time saved per salesperson | N/A | Several hours per week |
Take action with extruct ai
Eliminate manual data entry and ensure the reliability of your client data.