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Streamline business searches with Middesk and Swiftask

Swiftask connects your AI agents to Middesk. Automate business data search and verification to streamline your compliance workflows.

Result:

Save significant time on manual searches and improve your onboarding data accuracy.

Business information research is time-consuming

Manually verifying the legal status, registration, or data of a third-party company significantly slows down your onboarding and KYC processes. Jumping between portals to consolidate this information generates errors and hinders growth.

Main negative impacts:

  • Slow KYC processes: Manual data collection delays the validation of new clients and partners.
  • Risk of human error: Manual data entry and consolidation increase the risk of inaccuracies in your databases.
  • Limited productivity: Your teams spend too much time on repetitive research tasks instead of focusing on analysis.

Swiftask automates your queries to Middesk. As soon as a new prospect is identified, your AI agent queries Middesk, retrieves the data, and integrates it directly into your CRM.

BEFORE / AFTER

What changes with Swiftask

Manual research

A staff member must verify each company manually on different portals, copy the data, then enter it into the CRM. It's a long, error-prone task.

Swiftask automation

Your AI agent automatically triggers a Middesk search as soon as an entity is entered. Data is validated and updated instantly without human intervention.

Implementing your Middesk workflow

STEP 1 : Agent configuration

Create your Swiftask agent and configure its access capabilities to the Middesk API.

STEP 2 : Connector linking

Authenticate your Middesk account within Swiftask to enable secure API calls.

STEP 3 : Trigger definition

Determine which event (e.g., lead creation) launches the automatic business search.

STEP 4 : Active automation

The agent now performs searches in the background and enriches your business tools.

Middesk automation features

The AI agent processes the data returned by Middesk to verify its consistency with your acceptance criteria.

  • Target connector: The agent performs the right actions in middesk based on event context.
  • Automated actions: Automatic search by name or registration number. Verified legal data retrieval. Real-time updates of prospect records. Automatic alerts in case of non-compliance.
  • Native governance: All requests are tracked in your workspace audit log.

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

Each Swiftask agent uses a dedicated identity (e.g. agent-middesk@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.

Operational benefits

1. KYC acceleration

Drastically reduce processing time for verification files.

2. Reliable data

Use verified data sources via Middesk for your decisions.

3. Strategic focus

Free your teams from low-value research tasks.

4. Scalability

Manage an increasing volume of onboarding without increasing headcount.

5. Seamless integration

Connect Middesk to your entire ecosystem via Swiftask.

Security and compliance

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

  • Encrypted connections: All exchanges with the Middesk API are secured.
  • Granular access management: Precisely control who can configure Middesk automations.
  • Traceability: Full history of searches performed by the AI agent.
  • Compliance: Ensure your processes are compliant with verified data.

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

RESULTS

Productivity impact

MetricBeforeAfter
Search time per company10-15 minutesLess than 5 seconds
Data entry error rateHighNear zero
Volume of files processedLimited by humansUnlimited

Take action with middesk

Save significant time on manual searches and improve your onboarding data accuracy.

Streamline compliance audits with Middesk and AI

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