Send automated email receipts after every SumUp sale
Swiftask connects your SumUp transactions to your email system. Your customers receive a professional, personalized receipt instantly, with no manual effort.
Result:
Save valuable time on admin work and provide a seamless customer experience.
AI Agents
sumup
Connector sumup · Secure OAuth 2.0
Manual receipt management slows down your growth
Manually sending a receipt after every SumUp transaction is a repetitive task prone to errors and delays. This manual process slows down your customer service and adds unnecessary overhead to your daily accounting.
Main negative impacts:
Risk of human error
Manual entry exposes your business to mistakes in recipient details or transaction data, damaging your credibility.
Operational time loss
Every minute spent drafting and sending receipts is a minute taken away from growing your core business.
Poor customer experience
A receipt that arrives hours late or never is an unnecessary friction point in your customer's buying journey.
Swiftask automates your SumUp receipt delivery. As soon as a transaction is verified, the AI agent generates the document and sends it immediately to your customer via email.
BEFORE / AFTER
What changes with Swiftask
Traditional management
A sale is made. You have to extract data from SumUp, create an email, copy transaction details, verify the customer's email address, and send it manually.
Automation with Swiftask
The transaction is detected by the Swiftask agent. The receipt is instantly generated and sent to the customer via your email. Zero effort, 100% reliability.
Deploy your automation in 4 steps
1
STEP 1 : Initialize in Swiftask
Create your dedicated transaction AI agent in the Swiftask dashboard.
2
STEP 2 : Secure SumUp connection
Enable the SumUp connector to allow Swiftask to read your sales details.
3
STEP 3 : Configure your receipt template
Define your email template. The AI dynamically injects data: amount, date, items, customer info.
4
STEP 4 : Launch the automation
Activate the workflow. Every new sale now triggers the automatic receipt delivery.
Intelligent features for your receipts
The agent analyzes each sale to adapt content: customer language, product type, or associated promotional messages.
- Target connector: The agent performs the right actions in sumup based on event context.
- Automated actions: Automatic email sending, content personalization, receipt archiving, follow-up management if needed.
- Native governance: All sent receipts are logged in the Swiftask history for easy accounting auditing.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-sumup@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.
Key business advantages
Increased professionalism
Instantly delivered receipts build trust and strengthen your brand image.
Maximum productivity
Eliminate repetitive tasks and free up your time for high-value strategic actions.
Simplified compliance
Keep a clean and organized digital trail of all your transactions.
Zero IT development
Our no-code interface lets you configure processes without technical skills.
Total scalability
Whether you process 10 or 1000 sales a day, the agent handles receipts effortlessly.
Security and data protection
Swiftask applies enterprise-grade security standards for your sumup automations.
- Data encryption: All transaction data is processed using bank-grade security protocols.
- Restricted access: You maintain full control over who accesses agent configurations in your workspace.
- Full audit trail: Every message is logged, ensuring complete transparency for your accounting.
- Technology independence: Swiftask adapts to your existing stack without locking you into a closed ecosystem.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable efficiency impact
| Metric | Before | After |
|---|---|---|
| Processing time | 5 minutes/receipt | 0 seconds (automated) |
| Data entry errors | Frequent | Zero |
| Customer satisfaction | Variable | Optimized |
| Setup time | Weeks (IT) | A few minutes |
Take action with sumup
Save valuable time on admin work and provide a seamless customer experience.