Pricing

Automate CRM enrichment with Extruct AI

Swiftask connects Extruct AI to your CRM to turn unstructured documents into actionable data in real-time.

Result:

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 This manual process is not only slow, but it is also prone to human error and leads to outdated data.

Main negative impacts:

Productivity loss: Manual entry reduces time dedicated to prospecting and client relationship management.
Inconsistent CRM data: Entry errors undermine the quality of your reporting and the accuracy of your decision-making.
Update delays: Information is only available in the CRM after a delay, slowing down sales responsiveness.

With the Swiftask and Extruct AI integration, you automate data extraction from any document to instantly populate your CRM, without any human intervention.

BEFORE / AFTER

What changes with 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

STEP 1 : Configure the trigger

Define the source of your documents (email, cloud storage, form) in Swiftask.

STEP 2 : Set up extraction with Extruct AI

Define the fields to extract (e.g., name, company, amount) so Extruct AI can identify them.

STEP 3 : Map data to your CRM

Associate the extracted fields with the corresponding fields in your CRM software via Swiftask.

STEP 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.

Target connector: The agent performs the right actions in extruct ai based on event context.
Automated actions: Data extraction from PDF/Images. Normalization of date and currency formats. Automatic creation or updating of CRM records. Data validation before insertion.
Native governance: Swiftask ensures that every data transfer is secure and traceable.

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

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

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 applies enterprise-grade security standards for your extruct ai automations.

End-to-end encryption: Your documents and extracted data are protected during transit and at rest.
GDPR compliance: We adhere to the strictest standards for processing your personal data.

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

RESULTS

Measurable impact on your business

Metric	Before	After
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

Take action with extruct ai

Eliminate manual data entry and ensure the reliability of your client data.

Dominate your market with automated intelligence

Next use case