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.
AI Agents
benchmark email
Connector benchmark email · Secure OAuth 2.0
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
1
STEP 1 : Define data sources
Connect Swiftask to your data tools (CRM, databases, files).
2
STEP 2 : Configure the report template
Use AI to structure and format your data into a clear and readable report.
3
STEP 3 : Integrate Benchmark Email
Connect your Benchmark Email account to automate your reporting campaigns.
4
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
Increased accuracy
Automation eliminates manual entry errors.
Massive time savings
Free your employees from repetitive reporting tasks.
Proactive communication
Your stakeholders receive fresh data without follow-ups.
Scalability
Manage dozens of different reports without increasing your workload.
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
| Metric | Before | After |
|---|---|---|
| Preparation time | 3-5 hours/week | 5 minutes configuration |
| Error rate | High | Near zero |
| Reporting frequency | Monthly | Daily possible |
Take action with benchmark email
Eliminate repetitive reporting tasks. Ensure smooth and consistent communication with your teams.