Boost your Nusii closing rates with AI reminders
Swiftask automates your sales proposal follow-ups. Your clients receive relevant reminders at the perfect time, without you lifting a finger.
Result:
Increase conversion rates and free your sales team from repetitive follow-up tasks.
AI Agents
nusii proposals
Connector nusii proposals · Secure OAuth 2.0
Manual proposal follow-up is a sales killer
Most business proposals are forgotten due to a lack of regular follow-up. Sales teams forget to follow up, the timing is off, or the message is too generic. The result: lost opportunities and an unnecessarily long sales cycle.
Main negative impacts:
Lost opportunities
Without a structured follow-up system, hot leads cool down and eventually choose a competitor.
Non-personalized follow-ups
Generic messages annoy prospects. Quality follow-up requires context analysis, which is impossible to manage manually at scale.
Administrative time drain
Time spent manually checking Nusii statuses and writing follow-up emails is time stolen from actual prospecting.
Swiftask connects your Nusii proposals to an AI agent. It monitors your document status and triggers ultra-personalized reminders based on prospect behavior.
BEFORE / AFTER
What changes with Swiftask
The manual approach
Your sales rep checks Nusii, notes pending proposals, writes a standard follow-up email at day 3, then again at day 7. It's slow, inefficient, and often out of sync with the prospect's actual interest.
The Swiftask + Nusii way
As soon as a Nusii proposal is viewed multiple times without signature, the AI generates and sends a contextual reminder. It adapts the tone and content based on prospect interactions. You only step in when the lead is ready to close.
Automate your Nusii follow-up in 4 steps
1
STEP 1 : Connect your Nusii account to Swiftask
Connect your Nusii workspace in a few clicks. Swiftask only accesses the data needed to drive the reminders.
2
STEP 2 : Define your follow-up scenarios
Create rules based on Nusii statuses (e.g., 'Viewed for 48h without signature'). Customize the tone and approach.
3
STEP 3 : Activate AI for personalization
The AI agent analyzes the proposal content and prospect behavior to write unique, never-robotic messages.
4
STEP 4 : Smart supervision
Receive alerts in your CRM or Slack only when the prospect actively engages with your reminder.
Smart reminder capabilities
Analyzes reading time, number of views, and sections consulted in Nusii to adjust the message.
- Target connector: The agent performs the right actions in nusii proposals based on event context.
- Automated actions: Automatic personalized follow-up emails. Conditional reminders based on prospect actions. Automatic CRM updates after each interaction. Priority alerts for sales reps.
- Native governance: Every reminder is logged in Swiftask to help you analyze what works best.
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 choose Swiftask for Nusii
Higher conversion rates
Reminders sent at the right time mechanically increase the probability of a signature.
Personalization at scale
AI personalizes every message without human effort, ensuring optimal open rates.
Shorter sales cycles
By eliminating follow-up delays, your proposals are processed faster.
Focus on selling
Your teams focus on final negotiations rather than sending follow-up emails.
Security and privacy
Swiftask applies enterprise-grade security standards for your nusii proposals automations.
- Secure API access: Swiftask communicates with Nusii via secure tokens, without storing your credentials.
- GDPR Compliant: All your proposal data is handled according to the strictest security 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 |
|---|---|---|
| Follow-up time | 30 min / day | 0 min (automated) |
| Response rate | Low (generic) | High (contextual) |
| Average time to close | X days | X - 30% days |
Take action with nusii proposals
Increase conversion rates and free your sales team from repetitive follow-up tasks.