What is Swiftask?
Swiftask is an enterprise AI platform that lets you build, connect, and orchestrate a fleet of AI agents without writing any code. It’s designed for teams that need to automate multi-step tasks across their existing business tools — CRM, email, Slack, calendar, ERP, and more. Instead of using a single chatbot, you deploy specialized agents that can read documents, update records, generate slides, and take action 24/7. The platform is AI-agnostic, meaning you can choose the best large language model (Claude, GPT, Gemini, Mistral) for each task without being locked into one provider. It also includes built-in governance and security controls — audit trails, role-based access, cost tracking, and GDPR compliance — so IT and compliance teams can manage AI usage across the organization.
What are the features of Swiftask?
- No-Code Agent Builder: Configure AI agents through a visual interface. Connect agents to your business tools (Slack, HubSpot, Google Drive, SharePoint) and internal knowledge sources (documents, websites, databases) with a few clicks. No developer required.
- Multi-LLM Orchestration: Choose the best model per task from 80+ available LLMs, including Claude, OpenAI, Gemini, and Mistral. Switch models without retraining agents or reconfiguring integrations.
- 3,000+ Business Integrations: Connect agents to CRM (HubSpot, Zoho), email (Outlook, Gmail), collaboration tools (Slack, Teams, Notion), calendars, ERP systems, and more. Agents can read, write, and update data across these tools automatically.
- Knowledge Powered by RAG: Upload documents (PDF, Word, Excel), index websites, or connect to cloud drives (Google Drive, SharePoint, OneDrive). Agents retrieve relevant information from these sources to generate accurate, cited answers.
- AI Agent Templates: Start with pre-built agents for common roles — marketing expert, data analyst, web copywriter, UX designer. Customize them for your workflows and data.
- Governance & Security Dashboard: Full audit trail of every AI interaction — who used which model, when, and at what cost. Set budgets per team, control which models are accessible, and enforce access roles. Data is hosted in Europe, GDPR compliant, and never used to train third-party models.
- Built-in AI Tools for All Employees: Every user gets a multi-model chat hub (Claude, GPT, Gemini in one interface), meeting transcription and summarization, slide generation, and document creation — no extra subscriptions needed.
What are the use cases of Swiftask?
- Lead Qualification – Automatically qualify incoming leads from a website or CRM contact form. Enrich company data in real time, score opportunities (1–5 stars), and update Zoho CRM without human intervention.
- Meeting Summaries & Action Items – Record a local conversation or online meeting; Swiftask transcribes the audio, generates a summary, and extracts action items. Agents can then create tasks in a project management tool or send follow-up emails.
- Slide Generation from Brand Guidelines – Configure an agent (like “Agent Picasso”) with your company’s brand guidelines, colors, and templates. Generate 16 professional slides in under 5 minutes by extracting content from documents and answering a few pre-generation questions.
- Multilingual Content Translation – Automate translation of product sheets, newsletters, or web pages. For example, a multi-agent architecture (manager, writer, layout designer) can translate a product description from French to English in under 1 minute and maintain formatting.
- Internal Knowledge Base Agent – Deploy a conversational agent on your website that answers complex technical questions by searching a document database (e.g., CTICM standards for construction). Reduces manual support requests and frees up engineers.
- Invoice Matching – Use an AI agent to automatically match incoming invoices with product database entries, extract audio tasting notes, and structure them into a CRM record.
How to use Swiftask?
- Start with a pre-built agent template – Browse the templates (e.g., “Marc - Developer” or “Julie - Business Coach”). Pick one that matches your use case. You can customize it later.
- Connect your knowledge sources – Upload files (PDF, Word, Excel), link a Google Drive folder, or index a website. The agent will use RAG to retrieve relevant information when answering questions.
- Integrate your business tools – Click “Integrations” and connect your CRM, Slack, email, or calendar. Authorize access so the agent can read and write data (e.g., update a lead record in HubSpot).
- Configure the agent’s tasks – Set up a trigger (e.g., “when a new email arrives from a lead”) and define the action (e.g., “summarize email, create a CRM note, and notify the sales team on Slack”).
- Test and monitor – Run a few test queries or use the chat hub to interact with the agent. Check the audit trail to see which model was used and how much it cost. Adjust permissions and budgets as needed.
- Scale to a fleet – Once one agent works well, duplicate the setup for other teams or departments. Use the governance dashboard to track usage across all agents.
