Tarification

Generate custom contracts automatically with Swiftask

Swiftask integrates with DocsAutomator to turn your business data into professional contracts. Save time and eliminate manual entry errors.

Resultat:

Accelerate your sales cycles and secure your legal processes with intelligent automation.

Manual contract drafting slows down your growth

Creating custom contracts is often a slow and error-prone process. Copying data, checking clauses, generating PDFs: these repetitive tasks hold back your legal and sales teams.

Les principaux impacts négatifs :

Human error risks: Manual entry significantly increases the risk of mistakes in clauses or client information, potentially affecting contract validity.
Longer sales cycles: Time spent manually preparing each document delays signatures and stalls sales progress.
Lack of standardization: Without automation, maintaining consistency in terms and conditions across the organization is difficult.

Swiftask automates the link between your business data and DocsAutomator. Every contract is generated instantly, with the correct data, ready for signature.

AVANT / APRÈS

Ce qui change avec Swiftask

Manual contract process

A salesperson enters data into a CRM, copies it into a Word template, adjusts clauses manually, exports to PDF, and emails it. Every step is a potential source of delay and error.

Automation with Swiftask

Once an opportunity reaches the 'Contract' stage in your system, Swiftask triggers DocsAutomator. The contract is generated with accurate data and sent automatically for signature.

Automation in 4 easy steps

ÉTAPE 1 : Set up your template in DocsAutomator

Create your contract templates in DocsAutomator using dynamic tags for variable data.

ÉTAPE 2 : Connect DocsAutomator to Swiftask

Integrate DocsAutomator as an action in your Swiftask agent to enable document generation.

ÉTAPE 3 : Define trigger rules

Tell Swiftask which event (e.g., CRM update, form submission) should launch contract creation.

ÉTAPE 4 : Automate the full workflow

Once configured, Swiftask handles data retrieval and final document generation without any manual effort.

Document generation capabilities

Swiftask extracts and structures data from various sources to precisely feed DocsAutomator templates.

Connecteur cible : L'agent exécute les bonnes actions dans docsautomator selon le contexte de l'événement.
Actions automatisées : Custom PDF contract generation. Dynamic clause filling. Automatic dispatch to e-signature platforms. Archiving of generated documents.
Gouvernance native : Each generation is tracked in your Swiftask history for full compliance.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-docsautomator@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.

Operational benefits

1. Increased accuracy

Automation eliminates typos and ensures every contract uses the latest versions of your clauses.

2. Massive time savings

Reduce contract preparation time from hours to seconds.

3. Guaranteed compliance

Use templates approved by your legal team, ensuring every document is compliant.

4. Scalability

Generate one contract or a thousand simultaneously without increasing your workload.

5. Seamless integration

Easily connect DocsAutomator to your current CRM or project management tool.

Security and data protection

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

Data encryption: All data transit between Swiftask and DocsAutomator is encrypted.
Access management: Precisely control who has the right to trigger contract generation.
Full traceability: Every generated document is logged with a precise timestamp.
GDPR compliance: We adhere to the strictest standards for the protection of your contract data.

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

RÉSULTATS

Performance metrics

Métrique	Avant	Après
Generation time	30-60 min (manual)	< 30 seconds (auto)
Error rate	High	Zero
Processing capacity	Limited by humans	Unlimited
Compliance	Audit required	Automatic

Passez à l'action avec docsautomator

Accelerate your sales cycles and secure your legal processes with intelligent automation.

Générez vos bons de livraison automatiquement avec Swiftask

Cas d'usage suivant.