Automate your document delivery via WhatsApp with Swiftask
Connect Swiftask to UltraMsg to automate sending documents, invoices, and reports directly via WhatsApp. Save time and boost your responsiveness.
Result:
Eliminate manual sending and guarantee instant document delivery to your clients.
AI Agents
ultramsg
Connector ultramsg · Secure OAuth 2.0
Manual document management is holding you back
Sending customer documents one by one is a repetitive and error-prone task. Whether it's invoices, contracts, or reports, manual processes slow down your team and impact the customer experience.
Main negative impacts:
Time wasted on repetitive tasks
Your team spends hours downloading, attaching, and sending files manually every single day.
High risk of human error
Manual sending increases the risk of sending the wrong document to the wrong recipient, creating privacy issues.
Increased response times
With high volumes, manual processing creates a bottleneck that frustrates your customers.
Swiftask automates your document sending via the UltraMsg API. Define your triggers and your agents send files via WhatsApp instantly.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
A client requests an invoice. An employee must generate the PDF, open WhatsApp, find the contact, attach the file, and send. If the request comes after hours, the client waits.
With Swiftask + UltraMsg
As soon as the document is ready in your system, Swiftask detects the event and instructs UltraMsg to send the file via WhatsApp. The client receives their document in seconds.
Automate your sending in 4 simple steps
1
STEP 1 : Create your Swiftask agent
Set up an agent in Swiftask capable of handling document sending based on your business criteria.
2
STEP 2 : Connect your UltraMsg instance
Integrate your UltraMsg credentials into Swiftask to authorize WhatsApp message sending.
3
STEP 3 : Define triggers
Configure when the agent should send the document (e.g., order status change, report generation completion).
4
STEP 4 : Activation and monitoring
Launch the automation and track sending confirmations directly in your Swiftask interface.
Advanced features for your documents
Swiftask analyzes the document type and client data to personalize the WhatsApp message accompanying the delivery.
- Target connector: The agent performs the right actions in ultramsg based on event context.
- Automated actions: Send PDF, image, and office documents. Customize message text. Support for dynamic variables. Full history of sent items and error logs.
- Native governance: All sends are centralized for better customer relationship tracking.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-ultramsg@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.
Major operational benefits
Massive productivity gain
Free your team from repetitive file sending tasks.
Premium customer experience
Your customers receive their documents instantly on their preferred messaging app.
Increased reliability
Automation ensures every document is sent to the right recipient without error.
Scalability
Send hundreds of documents simultaneously without extra effort.
Seamless integration
Connect your existing business tools to WhatsApp without complex development.
Data security and compliance
Swiftask applies enterprise-grade security standards for your ultramsg automations.
- Communication encryption: Data is securely transmitted between Swiftask, UltraMsg, and WhatsApp.
- Access management: Precisely control who can configure sending automations.
- Full traceability: Every send is logged to facilitate audit and compliance tracking.
- Robust infrastructure: Architecture designed for high availability and enterprise data security.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your key metrics
| Metric | Before | After |
|---|---|---|
| Processing time | Minutes per document | A few seconds |
| Error rate | Variable (human) | Nearly zero |
| Document volume | Limited by staff | Unlimited |
| Operational cost | High (human time) | Drastically reduced |
Take action with ultramsg
Eliminate manual sending and guarantee instant document delivery to your clients.