Generate and share your Celoxis reports automatically with AI
Swiftask connects your AI agents to Celoxis to turn your raw data into actionable reports. Your dashboards are updated and distributed without manual effort.
Result:
Save hours every week. Your stakeholders receive the right KPIs at the right time, automatically.
AI Agents
celoxis
Connector celoxis · Secure OAuth 2.0
Manual Celoxis reporting slows down your decision making
Extracting data from Celoxis, formatting it in Excel, writing analysis comments, and sending them by email: this cycle exhausts your project managers. Reporting becomes a burden rather than a decision-making tool.
Main negative impacts:
Outdated data upon arrival
The time spent preparing reports often makes the information obsolete by the time it arrives. Reactivity is sacrificed.
High administrative costs
Your experts spend valuable time on repetitive data processing instead of analyzing actual performance.
Lack of analytical consistency
The proliferation of manual formats prevents a consolidated and standardized view of your project health.
With Swiftask, your AI agents extract data from Celoxis, apply your analysis models, and generate final reports. Everything is automated, from collection to distribution.
BEFORE / AFTER
What changes with Swiftask
Manual reporting
On Friday, the project manager downloads Celoxis data. They spend two hours cleaning the file, adding charts, and writing a summary email for management. The process is slow, error-prone, and frustrating.
AI-driven reporting with Swiftask
The Swiftask AI agent triggers every Friday. It queries Celoxis, compiles key performance indicators (KPIs), generates an analytical summary, and sends it automatically to relevant stakeholders. Zero clicks, 100% reliability.
Automate your Celoxis reports in 4 easy steps
1
STEP 1 : Define your agent in Swiftask
Configure an AI agent dedicated to your reporting. Define the Celoxis KPIs to track and the expected analytical tone.
2
STEP 2 : Establish the connection with Celoxis
Connect your Celoxis instance via secure API. Select the projects or portfolios to include in the automation.
3
STEP 3 : Set up schedule and distribution
Specify the frequency (weekly, monthly) and delivery channels (email, Teams, Slack) for your reports.
4
STEP 4 : Activate the data flow
The agent starts collecting and analyzing. You receive your reports automatically, with a full history available in Swiftask.
Capabilities of your AI agent for Celoxis
The agent analyzes budget trends, milestone adherence, and resource utilization in Celoxis to provide context to the reports.
- Target connector: The agent performs the right actions in celoxis based on event context.
- Automated actions: Automatic Celoxis data extraction. Executive summary generation. Custom report formatting. Automated delivery to stakeholders. Alerts for budget deviations or critical delays.
- Native governance: Traceability of every generated report is ensured in your Swiftask space for simplified auditing.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-celoxis@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.
Strategic benefits of automation
Data accuracy
Eliminate copy-paste errors. Your reports reflect the exact state of your projects in Celoxis.
Massive productivity gains
Free your teams from repetitive formatting tasks. Refocus them on strategy.
Increased reactivity
Identify project risks instantly with reports generated in real time.
Standardized management
All your reports use the same analysis logic, facilitating comparisons across portfolios.
Compliance and governance
Every delivery is logged. You maintain total control over who accesses what project information.
Project data security
Swiftask applies enterprise-grade security standards for your celoxis automations.
- Secure API connection: Swiftask interacts with Celoxis via encrypted protocols, ensuring the integrity of your sensitive data.
- Granular control: You choose which projects and data points are accessible by your automation agents.
- Full audit trail: Every report generation is tracked: data source, recipients, and timestamp.
- Technological independence: Your reporting strategy remains centralized in Swiftask, independent of third-party tool changes.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your project management
| Metric | Before | After |
|---|---|---|
| Preparation time | 3-5 hours per week | 0 hours (fully automated) |
| Data reliability | Human error risk | Guaranteed system accuracy |
| Delivery delay | Delayed by several days | Instant after closing |
| Operational cost | High (expert time) | Reduced (automation) |
Take action with celoxis
Save hours every week. Your stakeholders receive the right KPIs at the right time, automatically.