Automate your Stiply contract renewals with AI agents
Swiftask syncs your data with Stiply to automate the preparation and sending of your contract renewals. Never miss a deadline again.
Result:
Secure your recurring revenue and free your administrative teams from repetitive manual data entry.
AI Agents
stiply
Connector stiply · Secure OAuth 2.0
Manual renewals hinder your growth
Manual contract renewal management is a source of errors and lost revenue. Between tracking expiration dates in Excel files and manually preparing documents in Stiply, the risk of oversight is constant.
Main negative impacts:
Risk of revenue loss
A contract not renewed on time can lead to service interruption or customer churn.
Heavy administrative processes
Manually preparing renewal documents consumes valuable time from your sales teams.
Lack of visibility
It is difficult to track the signature status for a large portfolio of contracts in real time.
Swiftask automates your contract lifecycle by connecting directly to Stiply. The AI agent detects deadlines, generates documents, and triggers the sending for signature automatically.
BEFORE / AFTER
What changes with Swiftask
Traditional management
Your team checks expiring contracts every month. They manually prepare each document, upload it to Stiply, add signers, and follow up via email.
Management with Swiftask + Stiply
The AI agent analyzes your CRM, identifies contracts to renew, generates the document via Stiply, and automatically sends it to the right stakeholders. Tracking is centralized in Swiftask.
Deploy your renewal agent in 4 phases
1
STEP 1 : Define renewal rules
Configure your agent in Swiftask with your renewal criteria (e.g., 30 days before expiration).
2
STEP 2 : Secure connection to Stiply
Integrate Stiply as an electronic signature channel. The connection is established via secure API.
3
STEP 3 : Configure workflow
The AI agent links customer data to contract templates in Stiply for automatic personalization.
4
STEP 4 : Active automation
The agent monitors deadlines and triggers Stiply sends without any human intervention required.
Advanced contract features
The AI agent verifies customer data validity, contract terms compliance, and signature requirement adherence.
- Target connector: The agent performs the right actions in stiply based on event context.
- Automated actions: Dynamic document generation. Automatic sending via Stiply. Signature status tracking. Automatic reminders for pending contracts.
- Native governance: Every signature step is logged in the Swiftask history for simplified auditing.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-stiply@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 your renewals
Increased reliability
Eliminate human errors related to manual entry and missed dates.
Productivity gains
Your teams focus on customer relationships rather than document administration.
Guaranteed compliance
Every contract follows a validated and recorded process, facilitating internal audits.
Seamless customer experience
Fast, frictionless renewals strengthen trust with your partners.
Data-driven management
Visualize renewal rates and average signature times via Swiftask.
Security and data protection
Swiftask applies enterprise-grade security standards for your stiply automations.
- Data encryption: Your documents and customer data are protected at every stage of transfer to Stiply.
- Controlled access: Only authorized agents can manipulate contract templates.
- Audit trail: Complete history of sends and signature statuses available for every contract.
- eIDAS compliance: Stiply ensures the legal validity of electronic signatures generated by your agents.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable performance
| Metric | Before | After |
|---|---|---|
| Preparation time | 20 min / contract | Automatic (0 min) |
| Oversight rate | 5-10% | 0% |
| Average signature time | Several days | 40% reduction |
Take action with stiply
Secure your recurring revenue and free your administrative teams from repetitive manual data entry.