Company profiling: automate your target account analysis
Swiftask connects your AI agents to The Official Board. Instantly retrieve organizational structures to sharpen your prospecting efforts.
Result:
Save valuable time on research and accelerate your sales cycle with qualified data.
AI Agents
the official board
Connector the official board · Secure OAuth 2.0
Manual data collection is inefficient
Understanding decision-makers at your prospects is critical. However, manually mapping organizational charts is time-consuming, error-prone, and quickly outdated. Your sales teams waste countless hours searching for fragmented information.
Main negative impacts:
Outdated CRM data
Job changes and restructuring are not updated, leading to poor data quality in your systems.
Loss of sales agility
Time spent searching for information is time taken away from closing deals and building relationships.
Ineffective targeting
Without a clear view of the decision-making hierarchy, your marketing and sales campaigns miss the mark.
Swiftask automates company profiling by querying The Official Board. Your AI agents retrieve structures, roles, and hierarchies to enrich your CRM in real time.
BEFORE / AFTER
What changes with Swiftask
Traditional data management
A sales rep manually searches LinkedIn or company websites to understand the org chart. They then enter data into the CRM. The process is slow, repetitive, and data is often obsolete as soon as it's entered.
Intelligent profiling with Swiftask
As soon as a new account is created, the Swiftask agent queries The Official Board, extracts the organizational structure, identifies key decision-makers, and updates your CRM automatically. Your teams have a complete and up-to-date profile without any effort.
Activate automated profiling in 4 steps
1
STEP 1 : Configure your research agent
Set up an agent in Swiftask dedicated to account enrichment.
2
STEP 2 : Integrate The Official Board source
Enable The Official Board connector to allow the agent access to organizational charts.
3
STEP 3 : Define enrichment rules
Specify the data to extract: decision-maker names, titles, reporting lines.
4
STEP 4 : Sync with your CRM
Configure the agent to automatically push this data into your CRM.
Analysis and extraction capabilities
The AI agent analyzes the company structure, identifies management levels, and segments contacts by department.
- Target connector: The agent performs the right actions in the official board based on event context.
- Automated actions: Automatic hierarchy extraction, contact profile updates, key decision-maker identification, role change detection.
- Native governance: All extracted data is logged and auditable in the Swiftask dashboard.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-the-official-board@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.
Strategic benefits for Revenue Operations
Superior data quality
Benefit from a database constantly updated with reliable data from The Official Board.
Massive productivity gain
Eliminate manual entry and tedious research for your teams.
Sales alignment
Your marketing and sales teams work on a single, verified view of your key accounts.
Targeted prospecting
Identify the right stakeholders quickly to increase conversion rates.
Scalable automation
Manage profiling for thousands of companies without increasing your workload.
Security and data management
Swiftask applies enterprise-grade security standards for your the official board automations.
- Secure API connection: The integration strictly adheres to The Official Board's authentication protocols.
- CRM data protection: Data is processed securely and never shared with unauthorized third parties.
- Access traceability: Every enrichment request is logged for full compliance.
- Access governance: Fine-grained control over who can access and configure enrichment agents in your workspace.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance metrics
| Metric | Before | After |
|---|---|---|
| Search time per account | 30-60 minutes | A few seconds |
| Data accuracy | High (human error rate) | Optimal (source data) |
| Manual tasks | Daily | Zero |
| Update speed | Reactive (on-demand) | Proactive (real-time) |
Take action with the official board
Save valuable time on research and accelerate your sales cycle with qualified data.