Synthesize your Moskit opportunities in seconds
Swiftask analyzes your full deal history in Moskit CRM to generate clear and concise summaries. Your sales team makes the right decisions faster.
Result:
Stop wasting time browsing endless exchange threads. Get the essentials at a glance.
AI Agents
moskit
Connector moskit · Secure OAuth 2.0
Complex deals slow down your sales teams
Tracking the evolution of a complex deal in Moskit takes time. Between emails, call notes, and status updates, information is fragmented. Your sales reps waste valuable time before every meeting or pipeline review reconstructing the context.
Main negative impacts:
Loss of critical context
The accumulation of scattered information makes it hard to identify bottlenecks or immediate closing opportunities.
Inefficient preparation
Your sales reps spend too much time reading history instead of preparing their sales strategy.
Risk of oversight
A minor detail lost in the conversation thread can jeopardize the signing of a major contract.
Swiftask connects to Moskit to automatically extract, analyze, and summarize every deal. You get a structured report with past actions, roadblocks, and recommended next steps.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
The sales rep opens the deal in Moskit. They have to scroll through dozens of interactions, open attachments, and try to remember recent exchanges. They waste 15 minutes per deal getting up to speed.
With Swiftask + Moskit
The sales rep opens the deal. An AI-generated summary is already there. In 30 seconds, they understand the deal's status, recent promises made, and urgent actions to take.
Activate automatic summarization in 4 steps
1
STEP 1 : Connect your Moskit instance
Grant Swiftask access to your Moskit data via a secure API key.
2
STEP 2 : Define synthesis rules
Configure the CRM fields that the AI should prioritize to build the summary.
3
STEP 3 : Trigger AI analysis
The summary is generated automatically upon stage changes or on-demand via a dedicated button.
4
STEP 4 : View in Moskit
The summary is injected directly into a note or a custom field in your deal.
Key features of Swiftask analysis
The AI analyzes emails, meeting notes, documents, and activity logs related to the deal.
- Target connector: The agent performs the right actions in moskit based on event context.
- Automated actions: Chronological synthesis generation, risk identification, next-step extraction, customer sentiment analysis.
- Native governance: You maintain full control over processed data and output format.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-moskit@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 choose Swiftask for your deals
Operational time saving
Drastic reduction in time spent reading deal histories.
Better decision making
Fact-based summaries helping to better guide closing strategies.
Team alignment
All team members have the same understanding of the deal instantly.
Improved customer service
Respond faster to requests thanks to perfect knowledge of the case.
CRM data quality
Encourages cleaner and more synthetic CRM management.
Security and privacy
Swiftask applies enterprise-grade security standards for your moskit automations.
- Encrypted data: Your Moskit data remains secure and is never used to train public models.
- Granular control: You decide which deals or types of information the AI is allowed to process.
- Compliance: Architecture designed to meet corporate privacy standards.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your sales performance
| Metric | Before | After |
|---|---|---|
| Deal review time | 15-20 minutes | Less than 1 minute |
| Sales productivity | High administrative time | Focus on closing |
| Information accuracy | Risk of human oversight | Exhaustive AI synthesis |
Take action with moskit
Stop wasting time browsing endless exchange threads. Get the essentials at a glance.