Pricing

Generate client presentations automatically with Swiftask

Use DocsAutomator to turn your data into professional slides. Presentations are ready in seconds, with no manual copy-pasting.

Result:

Save hours every week and deliver highly personalized sales decks that convert better.

Manual presentation creation slows down your sales teams

Preparing a client presentation takes time: extracting data, formatting slides, adjusting design. This repetitive process keeps your sales staff away from active selling.

Main negative impacts:

Excessive preparation time: Your teams spend hours building standard presentations instead of focusing on account strategy.
Risk of data errors: Manual entry into slides increases the probability of copying outdated or incorrect information, damaging your credibility.
Lack of personalization: Due to lack of time, presentations become generic, losing the impact needed to convince demanding prospects.

Swiftask orchestrates DocsAutomator to generate dynamic presentations. Your CRM or business tool data is automatically injected into your templates, creating ready-to-use materials instantly.

BEFORE / AFTER

What changes with Swiftask

The traditional method

A salesperson needs to prepare a report. They open Excel for numbers, PowerPoint for design, copy the data, format, adjust. A 2-hour task that distracts from high-value activities.

With Swiftask and DocsAutomator

The salesperson triggers the Swiftask agent. In one click, data is extracted and sent to DocsAutomator, which generates the perfect, branded, and complete presentation. The salesperson focuses on the client pitch.

Automate your slides in 4 easy steps

STEP 1 : Define your templates in DocsAutomator

Create your presentation templates with dynamic variables (client name, key figures, charts).

STEP 2 : Configure the Swiftask agent

Connect Swiftask to your data sources and set the trigger for presentation creation.

STEP 3 : Define the workflow

The Swiftask agent retrieves the necessary information and transmits it to DocsAutomator for merging.

STEP 4 : Receive the final document

The presentation is automatically generated and stored in your cloud or emailed to the salesperson.

Technological power for your materials

The Swiftask agent analyzes data relevance before sending it to DocsAutomator, ensuring only the most recent information is included.

Target connector: The agent performs the right actions in docsautomator based on event context.
Automated actions: Dynamic data merging, generation of custom charts, integration of complex templates, multi-format automation (PPTX, PDF).
Native governance: Each generation is traceable in Swiftask to ensure full control over the documents produced.

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

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

Strategic benefits for your business

1. Tenfold productivity

Reduce creation time by 90% and free up time for closing.

2. Brand consistency

Your presentations always adhere to your brand guidelines thanks to rigorous templates.

3. Data accuracy

Automation eliminates manual entry errors, ensuring reliable presentations.

4. Client responsiveness

Send personalized materials immediately after a call, impress with your professionalism.

5. Scalability

Generate one or a thousand presentations with the same ease, with no additional operational cost.

Data security and privacy

Swiftask applies enterprise-grade security standards for your docsautomator automations.

Encrypted transmission: All data transiting between Swiftask and DocsAutomator is secured by robust encryption protocols.
Access management: Granular access control ensures that only authorized personnel can trigger document generation.
Assured compliance: Activity logs allow full traceability of generated documents for your internal audits.

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

RESULTS

Measurable impact on your efficiency

Metric	Before	After
Creation time	60-120 minutes	Under 2 minutes
Error rate	High (manual)	0% (automated)
Production capacity	Limited by human time	Unlimited

Take action with docsautomator

Save hours every week and deliver highly personalized sales decks that convert better.