Swiftask synchronizes your AI agents with Fibery to orchestrate your new client onboarding. Trigger actions, create projects, and communicate seamlessly.
Result:
Reduce onboarding time by days and ensure a flawless client experience, with zero manual intervention.
Manual onboarding holds back your growth
Client success begins with a smooth onboarding. Too often, data transfer between CRM, project management tools like Fibery, and operations teams is manual, leading to errors and unnecessary delays.
Main negative impacts:
Swiftask automates onboarding by connecting your data flows to Fibery. Your AI agents automatically create workspaces, assign tasks, and send necessary communications as soon as a contract is signed.
BEFORE / AFTER
What changes with Swiftask
The manual process
A new client is signed. A team member manually creates a project in Fibery, copies CRM data, sends welcome emails, and assigns tasks. If the team is overloaded, these actions are postponed, creating a poor client experience.
The automated approach
As soon as a new client is marked 'Signed' in your system, the Swiftask agent automatically creates the project in Fibery, generates standard tasks, sends a personalized email, and notifies the responsible team. Onboarding starts instantly.
Deploying your automation in 4 steps
STEP 1 : Define your workflow in Swiftask
Create an AI agent dedicated to onboarding. Define triggering conditions (e.g., status change in CRM).
STEP 2 : Connect your Fibery instance
Configure the Fibery integration in Swiftask to allow the agent to create entities (projects, tasks, clients) directly in your workspace.
STEP 3 : Set up automated actions
Tell your agent which actions to perform: create project structure, assign members, set deadlines.
STEP 4 : Test and launch in production
Activate the agent. It monitors new clients and executes the onboarding process immediately after each trigger.
Advanced Fibery features
The agent analyzes new client data to adapt the Fibery project structure (e.g., standard vs. complex project).
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-fibery@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.
Strategic benefits of automation
1. Premium client experience
Immediate and personalized onboarding upon contract signature.
2. Increased productivity
Free your teams from repetitive administrative tasks related to project initialization.
3. Process standardization
Ensure every new client follows the exact same onboarding path.
4. Reduced human error
Automatic data entry in Fibery eliminates typos and oversights.
5. Operational scalability
Onboard 10 or 100 new clients per month with the same efficiency without hiring.
Data security and governance
Swiftask applies enterprise-grade security standards for your fibery automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on operations
| Metric | Before | After |
|---|---|---|
| Project setup time | 24 - 48 hours | Under 5 minutes |
| Data entry error rate | High (manual) | Zero (automated) |
| Administrative time | 3h per client | 0h (automated) |
| Process compliance | Variable | 100% |
Take action with fibery
Reduce onboarding time by days and ensure a flawless client experience, with zero manual intervention.