Swiftask connects Extruct AI to your CRM to turn unstructured documents into actionable data in real-time.
Resultat:
Eliminate manual data entry and ensure the reliability of your client data.
Manual entry slows down your sales team
Your sales team spends precious time copying and pasting information from emails, contracts, or reports into your CRM. This manual process is not only slow, but it is also prone to human error and leads to outdated data.
Les principaux impacts négatifs :
With the Swiftask and Extruct AI integration, you automate data extraction from any document to instantly populate your CRM, without any human intervention.
AVANT / APRÈS
Ce qui change avec Swiftask
Without Swiftask
A salesperson receives a contract via email. They open the CRM, create a record, read the document, manually enter the amount, date, and contacts, then save. This is a tedious task that takes 15 minutes per document.
With Swiftask + Extruct AI
The document is dropped into a folder or emailed. Swiftask triggers Extruct AI, which extracts the key data. Swiftask then automatically updates the CRM. The salesperson receives a notification when the record is ready.
Setting up CRM enrichment in 4 steps
ÉTAPE 1 : Configure the trigger
Define the source of your documents (email, cloud storage, form) in Swiftask.
ÉTAPE 2 : Set up extraction with Extruct AI
Define the fields to extract (e.g., name, company, amount) so Extruct AI can identify them.
ÉTAPE 3 : Map data to your CRM
Associate the extracted fields with the corresponding fields in your CRM software via Swiftask.
ÉTAPE 4 : Automate and monitor
Activate the workflow. Swiftask processes documents and updates the CRM continuously.
Intelligent extraction capabilities
AI analyzes unstructured text content to identify relevant business entities.
Chaque action est contextualisée et exécutée automatiquement au bon moment.
Chaque agent Swiftask utilise une identité dédiée (ex. agent-extruct-ai@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.
Benefits for your sales performance
1. Data accuracy
Drastic reduction in human errors related to manual entry.
2. Faster sales cycle
Your team has the right information available immediately.
3. Process scalability
Handle growing volumes of documents without increasing administrative burden.
4. Unified governance
Centralize the control of your data flows within a single interface.
Data security and compliance
Swiftask applique des standards de sécurité enterprise pour vos automatisations extruct ai.
Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.
RÉSULTATS
Measurable impact on your business
| Métrique | Avant | Après |
|---|---|---|
| Entry time per document | 10-20 minutes | Automated (seconds) |
| Entry error rate | 5-10% | < 1% |
| Time saved per salesperson | N/A | Several hours per week |
Passez à l'action avec extruct ai
Eliminate manual data entry and ensure the reliability of your client data.