Swiftask connects your AI agents to Middesk. Automate business data search and verification to streamline your compliance workflows.
Resultat:
Save significant time on manual searches and improve your onboarding data accuracy.
Business information research is time-consuming
Manually verifying the legal status, registration, or data of a third-party company significantly slows down your onboarding and KYC processes. Jumping between portals to consolidate this information generates errors and hinders growth.
Les principaux impacts négatifs :
Swiftask automates your queries to Middesk. As soon as a new prospect is identified, your AI agent queries Middesk, retrieves the data, and integrates it directly into your CRM.
AVANT / APRÈS
Ce qui change avec Swiftask
Manual research
A staff member must verify each company manually on different portals, copy the data, then enter it into the CRM. It's a long, error-prone task.
Swiftask automation
Your AI agent automatically triggers a Middesk search as soon as an entity is entered. Data is validated and updated instantly without human intervention.
Implementing your Middesk workflow
ÉTAPE 1 : Agent configuration
Create your Swiftask agent and configure its access capabilities to the Middesk API.
ÉTAPE 2 : Connector linking
Authenticate your Middesk account within Swiftask to enable secure API calls.
ÉTAPE 3 : Trigger definition
Determine which event (e.g., lead creation) launches the automatic business search.
ÉTAPE 4 : Active automation
The agent now performs searches in the background and enriches your business tools.
Middesk automation features
The AI agent processes the data returned by Middesk to verify its consistency with your acceptance criteria.
Chaque action est contextualisée et exécutée automatiquement au bon moment.
Chaque agent Swiftask utilise une identité dédiée (ex. agent-middesk@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. KYC acceleration
Drastically reduce processing time for verification files.
2. Reliable data
Use verified data sources via Middesk for your decisions.
3. Strategic focus
Free your teams from low-value research tasks.
4. Scalability
Manage an increasing volume of onboarding without increasing headcount.
5. Seamless integration
Connect Middesk to your entire ecosystem via Swiftask.
Security and compliance
Swiftask applique des standards de sécurité enterprise pour vos automatisations middesk.
Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.
RÉSULTATS
Productivity impact
| Métrique | Avant | Après |
|---|---|---|
| Search time per company | 10-15 minutes | Less than 5 seconds |
| Data entry error rate | High | Near zero |
| Volume of files processed | Limited by humans | Unlimited |
Passez à l'action avec middesk
Save significant time on manual searches and improve your onboarding data accuracy.