Pricing

Streamline your client onboarding with AI and SmartSuite

Swiftask automates your onboarding workflows within SmartSuite. Free your team from repetitive tasks and deliver a seamless client experience.

Result:

Reduce time-to-value and eliminate manual errors during onboarding.

Slow onboarding processes hinder your growth

Onboarding is often a major friction point. Between manual emails, SmartSuite status updates, and tracking documents, your teams waste precious time.

Main negative impacts:

Fragmented onboarding workflows: Information is scattered, leading to delays and a degraded client experience.
Repetitive administrative burden: Manual data entry into SmartSuite consumes hours of effort every single week.
Lack of progress visibility: Difficult to track the exact status of each new client without manual intervention.

Swiftask connects to SmartSuite to automatically orchestrate every step of your onboarding. Your AI agent handles the flow, reminders, and updates.

BEFORE / AFTER

What changes with Swiftask

The traditional manual workflow

A team receives a new client, manually creates tasks in SmartSuite, sends welcome emails, waits for documents, and updates statuses one by one.

Onboarding powered by Swiftask

As soon as an opportunity is marked 'won', Swiftask automatically creates tasks in SmartSuite, sends necessary communications, and tracks progress.

Deploying your intelligent onboarding

STEP 1 : Configure the Swiftask agent

Define business rules for your onboarding process within the Swiftask interface.

STEP 2 : Link with SmartSuite

Connect SmartSuite to allow the agent to access records and create tasks.

STEP 3 : Set up triggers

Identify SmartSuite events (e.g., status change) that launch onboarding actions.

STEP 4 : Launch and monitor

Activate the automation and monitor the success of each step via your dashboard.

Advanced automation capabilities

The agent analyzes client data to customize tasks created in SmartSuite and adapt the onboarding pace.

Target connector: The agent performs the right actions in smartsuite based on event context.
Automated actions: Automatic project and task creation, personalized notification sending, status updates, and missing document tracking.
Native governance: Every action is logged to ensure a complete audit of each client file.

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

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

1. Increased execution speed

Time-to-service is drastically reduced through instant automation.

2. Consistent client experience

Every client receives the same level of service and information at the right time.

3. Zero manual data entry

Your teams focus on client relationships, not tool maintenance.

4. Ensured compliance

Every process step is documented and follows defined rules.

5. Easy scalability

Manage 10 or 1000 onboardings with the same operational efficiency.

Security and data management

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

Secure authentication: Encrypted API connection between Swiftask and your SmartSuite instance.
Granular control: You choose exactly which data the agent can read or modify.
Full traceability: Complete audit log of all actions performed by the agent.
Privacy compliance: Your data remains isolated and secured according to enterprise standards.

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

RESULTS

Impact on your productivity

Metric	Before	After
Processing time	Several days	A few minutes
Data entry errors	Frequent	Negligible
Onboarding capacity	Limited by headcount	Unlimited (automated)

Take action with smartsuite

Reduce time-to-value and eliminate manual errors during onboarding.