Automatically generate your commercial proposals in Nusii
Swiftask automates the creation of your quotes and proposals in Nusii. Your AI agents use your data to produce documents ready to send in one click.
Result:
Drastically reduce writing time. Send personalized proposals faster than your competitors.
AI Agents
nusii proposals
Connector nusii proposals · Secure OAuth 2.0
Manual proposal creation holds back your growth
Writing commercial proposals is often a bottleneck. Between data entry, formatting, and personalization, your sales teams waste valuable time on repetitive tasks, delaying delivery to prospects.
Main negative impacts:
Longer sales cycles
The delay between a prospect's request and sending the proposal reduces your conversion chances.
Frequent data entry errors
Manual copy-pasting increases the risk of errors in pricing or technical specifications.
Lack of personalization
Under pressure, sales reps use generic templates that fail to engage prospects.
With Swiftask, configure an AI agent that extracts data from your tools and automatically generates your documents in Nusii. It's fast, accurate, and fully automated.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
The sales rep manually enters every piece of information in Nusii, searches for the right pricing, adapts the text, and reviews the document. This process often takes over an hour per proposal.
With Swiftask + Nusii
As soon as an opportunity is qualified, the AI agent retrieves the details, creates the proposal in Nusii, and notifies the sales rep. The proposal is ready in seconds.
4 steps to automate your proposals with Swiftask
1
STEP 1 : Define your generation agent
Create a Swiftask agent dedicated to proposal writing. Configure its access to your data sources.
2
STEP 2 : Integrate Nusii as a destination
Connect your Nusii account to Swiftask to allow the agent to create documents directly.
3
STEP 3 : Configure content rules
Set up the filling logic: which Nusii template to use, what data to insert, and which variables to personalize.
4
STEP 4 : Automate the trigger
Activate the agent to automatically generate the proposal following a specific event in your CRM.
AI agent automation capabilities
The agent analyzes prospect needs, project scope, and your pricing to draft a coherent proposal.
- Target connector: The agent performs the right actions in nusii proposals based on event context.
- Automated actions: Automatic creation of Nusii projects. Dynamic filling of text sections. Automatic insertion of prices and options. Notification to sales teams once the document is generated.
- Native governance: All generated documents are centralized in Nusii, with full traceability in Swiftask.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-nusii-proposals@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
Faster delivery
Your proposals go out instantly, increasing your conversion rate.
Document accuracy
AI eliminates human errors related to manual copy-pasting.
Standardized quality
Every proposal adheres to your brand guidelines and best sales arguments.
Focus on client relations
Free up your sales team to focus on closing rather than drafting.
Effortless scalability
Handle a much larger volume of proposals without hiring.
Data security and compliance
Swiftask applies enterprise-grade security standards for your nusii proposals automations.
- Secure API connection: Integration with Nusii uses secure, encrypted API keys.
- Data governance: You control what data is sent to the agent for generation.
- Full traceability: Every generated proposal is logged, facilitating audit and tracking.
- Robust infrastructure: Swiftask ensures the availability and security of your automation processes.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your sales performance
| Metric | Before | After |
|---|---|---|
| Writing time | 60 minutes / proposal | Under 2 minutes / proposal |
| Error rate | High (manual) | Close to 0% (automated) |
| Prospect response time | Hours/days | Real-time |
| Proposal volume | Limited by human capacity | Unlimited (automated) |
Take action with nusii proposals
Drastically reduce writing time. Send personalized proposals faster than your competitors.