Tarification

Automate your electronic signature workflows with Agrello and Swiftask

Swiftask connects your AI agents to Agrello to automate the sending, tracking, and management of your documents.

Resultat:

Drastically reduce signing times and eliminate manual errors in your contracts.

Manual signature processes slow down your growth

Managing documents for signature manually is time-consuming and prone to errors. Between sending, following up, and tracking, your teams waste valuable time that could be spent on higher-value tasks.

Les principaux impacts négatifs :

Longer sales cycles: Every manual step delays contract finalization, directly impacting your cash flow.
Risk of human error: Forgetting signatures, using the wrong document version, or recipient errors are common.
Lack of visibility: Tracking the progress of dozens of documents in the signature process quickly becomes a headache without a dedicated tool.

Swiftask automates the entire Agrello workflow. As soon as an event occurs, your agent prepares the document, sends it to the right person, and ensures follow-up.

AVANT / APRÈS

Ce qui change avec Swiftask

Manual management

The salesperson generates the contract, downloads it, logs into Agrello, enters information, sends manually, and then must follow up with the client by email if nothing happens.

Automation with Swiftask

As soon as an opportunity moves to 'Contract to generate' in your CRM, Swiftask automatically triggers the document sending via Agrello. Tracking is centralized.

Configure your automation in 4 steps

ÉTAPE 1 : Define your agent in Swiftask

Configure an agent dedicated to document management.

ÉTAPE 2 : Connect Agrello

Integrate your Agrello account as a signature channel.

ÉTAPE 3 : Set the trigger

Choose the event that triggers the sending (e.g., status change).

ÉTAPE 4 : Activate and automate

Your contracts are automatically sent as soon as necessary.

Key features

The agent analyzes contract data to automatically customize fields in Agrello.

Connecteur cible : L'agent exécute les bonnes actions dans agrello selon le contexte de l'événement.
Actions automatisées : Automatic document sending, intelligent follow-ups, updating document status in your database.
Gouvernance native : All actions are recorded in a comprehensive audit log.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-agrello@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Why automate your signatures?

1. Increased speed

Reduce signature time from days to minutes.

2. Total accuracy

Eliminate errors related to manual data entry.

3. Ensured compliance

Track every step of the process for full compliance.

4. Team productivity

Free your teams from repetitive administrative tasks.

5. Seamless client experience

Offer a fast and professional signature journey.

Security and compliance

Swiftask applique des standards de sécurité enterprise pour vos automatisations agrello.

Secure integration: Using official APIs to ensure data security.
Access management: Granular control over who can trigger signatures.
Full audit: Activity logs for every processed document.
eIDAS compliance: Agrello ensures the legal validity of your signatures.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Expected results

Métrique	Avant	Après
Preparation time	15 min/contract	0 min (automated)
Average signature time	3-5 days	A few hours
Contractual errors	Frequent	Almost zero

Passez à l'action avec agrello

Drastically reduce signing times and eliminate manual errors in your contracts.

Automatisez le suivi de vos échéances Agrello avec vos agents IA

Cas d'usage suivant.