• Pricing
Book a demo

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.

Result:

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.

Main negative impacts:

  • 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.

BEFORE / AFTER

What changes with 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

STEP 1 : Define your agent in Swiftask

Configure an agent dedicated to document management.

STEP 2 : Connect Agrello

Integrate your Agrello account as a signature channel.

STEP 3 : Set the trigger

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

STEP 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.

  • Target connector: The agent performs the right actions in agrello based on event context.
  • Automated actions: Automatic document sending, intelligent follow-ups, updating document status in your database.
  • Native governance: All actions are recorded in a comprehensive audit log.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-agrello@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.

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 applies enterprise-grade security standards for your agrello automations.

  • 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.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Expected results

MetricBeforeAfter
Preparation time15 min/contract0 min (automated)
Average signature time3-5 daysA few hours
Contractual errorsFrequentAlmost zero

Take action with agrello

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

Automate Agrello deadline tracking with AI agents

Next use case