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Generate and send your reports automatically via Benchmark Email

Swiftask automates the creation and distribution of your reports. Your key metrics arrive directly in your stakeholders' inboxes.

Result:

Eliminate repetitive reporting tasks. Ensure smooth and consistent communication with your teams.

Manual reporting hinders your productivity

Compiling data, formatting documents, and manually sending summary emails takes valuable time every week.

Main negative impacts:

  • Risk of human error: Manual data handling increases the likelihood of copying wrong figures or forgetting recipients.
  • Operational time loss: Your experts spend hours formatting reports instead of analyzing trends to improve performance.
  • Lack of consistency: Reports are often sent late or inconsistently, preventing agile decision-making.

Swiftask connects to your data sources and Benchmark Email to automate the entire lifecycle of your reports.

BEFORE / AFTER

What changes with Swiftask

Without Swiftask

Every Monday, an analyst extracts data, creates a document, converts it to PDF, writes an email in Benchmark Email, and sends it manually.

With Swiftask + Benchmark Email

The report is generated and sent automatically at a fixed time. No human intervention is needed. Your teams have the data on time.

4 steps to automate your reporting

STEP 1 : Define data sources

Connect Swiftask to your data tools (CRM, databases, files).

STEP 2 : Configure the report template

Use AI to structure and format your data into a clear and readable report.

STEP 3 : Integrate Benchmark Email

Connect your Benchmark Email account to automate your reporting campaigns.

STEP 4 : Schedule the delivery

Set the frequency (daily, weekly, monthly) and let Swiftask handle the rest.

Key reporting features

Swiftask aggregates and analyzes your data to highlight only the relevant information in your reports.

  • Target connector: The agent performs the right actions in benchmark email based on event context.
  • Automated actions: Automatic email sending via Benchmark Email, dynamic content customization, flexible scheduling, tracking of deliveries and errors.
  • Native governance: All your reports are archived and traceable in your Swiftask interface.

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

Each Swiftask agent uses a dedicated identity (e.g. agent-benchmark-email@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 of automation

1. Increased accuracy

Automation eliminates manual entry errors.

2. Massive time savings

Free your employees from repetitive reporting tasks.

3. Proactive communication

Your stakeholders receive fresh data without follow-ups.

4. Scalability

Manage dozens of different reports without increasing your workload.

5. Governance

Control who receives which report with full traceability.

Security and compliance

Swiftask applies enterprise-grade security standards for your benchmark email automations.

  • Secure authentication: Secure management of API keys between Swiftask and Benchmark Email.
  • Protected data: Your data remains confidential and is used only for reporting.
  • Traceability: Full history of every delivery for auditing.
  • GDPR compliance: Strict adherence to personal data protection standards.

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

RESULTS

Impact on your performance

MetricBeforeAfter
Preparation time3-5 hours/week5 minutes configuration
Error rateHighNear zero
Reporting frequencyMonthlyDaily possible

Take action with benchmark email

Eliminate repetitive reporting tasks. Ensure smooth and consistent communication with your teams.

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