Pricing

Generate your Flowla documents automatically with AI agents

Swiftask automates document creation in Flowla. Your AI agents fill, format, and prepare your sales proposals in an instant.

Result:

Cut administrative prep time and let your sales team focus on closing more deals.

Manual document creation slows down your sales

Sales document management is a major bottleneck. Between repetitive data entry, formatting, and copy-paste errors, your sales reps waste precious time instead of prospecting.

Main negative impacts:

Operational time loss: Manual proposal writing unnecessarily stretches the sales cycle and reduces responsiveness to prospects.
Human error risks: Manual copy-pasting increases the risk of errors in pricing, clauses, or client info, harming your professionalism.
Non-standardized processes: Without automation, every rep produces documents in different formats, making tracking and compliance difficult.

Swiftask automates the population of your templates in Flowla. Your AI agent extracts relevant data and instantly generates documents ready to be shared.

BEFORE / AFTER

What changes with Swiftask

Without Swiftask

The sales rep manually enters data into a Word or PDF document, checks prices, adjusts sections, and uploads everything to Flowla. It's a time-consuming, repetitive task that hinders sales activity.

With Swiftask + Flowla

As soon as an opportunity reaches the right stage, your Swiftask AI agent retrieves the data, generates the personalized document in Flowla, and notifies the sales rep. Everything is ready in seconds.

Automate your Flowla documents in 4 simple steps

STEP 1 : Define your templates in Flowla

Prepare your document templates in Flowla with dynamic fields ready to be filled by your AI agent.

STEP 2 : Create your AI agent on Swiftask

Configure a no-code agent capable of extracting the necessary data and structuring it according to your business needs.

STEP 3 : Link Swiftask to your Flowla account

Use our secure connectors to allow Swiftask to interact with Flowla APIs for document generation.

STEP 4 : Launch the automation

Activate the trigger (e.g., status change in your CRM) and let your agent handle document generation 24/7.

AI agent capabilities for Flowla

The agent analyzes client data, communication history, and specific requirements to personalize every generated document.

Target connector: The agent performs the right actions in flowla based on event context.
Automated actions: Automatic insertion of variable data, intelligent selection of contractual clauses, instant PDF formatting, direct upload to Flowla spaces, metadata updates.
Native governance: Every generation is logged in Swiftask to ensure full compliance and visibility into the documents automatically created.

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

Each Swiftask agent uses a dedicated identity (e.g. agent-flowla@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 with Swiftask and Flowla

1. Massive productivity gain

Eliminate manual data entry tasks and reduce document creation time from hours to seconds.

2. Increased quality and accuracy

Ensure perfect consistency across all your documents with templates filled without manual intervention.

3. Accelerated sales cycle

Send your proposals faster than your competitors and increase your conversion rate.

4. Centralized governance

Maintain full control over versions and data used for every automatically generated document.

5. Seamless integration

Swiftask integrates perfectly with your existing stack to automate your complete sales document workflow.

Data security and privacy

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

Data encryption: All data processed between Swiftask and Flowla is encrypted to guarantee the security of your sensitive information.
Audit and compliance: Keep a detailed history of every generated document to meet your internal compliance requirements.
Access control: Finely manage your AI agents' permissions within your Swiftask workspace to limit access.
Robust architecture: An infrastructure designed for enterprise needs, ensuring constant availability.

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

RESULTS

Measurable impact on sales performance

Metric	Before	After
Time per document	30 to 60 minutes	Under 30 seconds
Data entry error rate	High (manual)	Zero (automated)
Sending speed	Depends on availability	Instant after trigger
Operational cost	High (sales time)	Optimized (AI agent)

Take action with flowla

Cut administrative prep time and let your sales team focus on closing more deals.

Flowla progress alerts: automate your deal tracking

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