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.
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:
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
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.
STEP 2 : Establish the connection with Celoxis
Connect your Celoxis instance via secure API. Select the projects or portfolios to include in the automation.
STEP 3 : Set up schedule and distribution
Specify the frequency (weekly, monthly) and delivery channels (email, Teams, Slack) for your reports.
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.
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
1. Data accuracy
Eliminate copy-paste errors. Your reports reflect the exact state of your projects in Celoxis.
2. Massive productivity gains
Free your teams from repetitive formatting tasks. Refocus them on strategy.
3. Increased reactivity
Identify project risks instantly with reports generated in real time.
4. Standardized management
All your reports use the same analysis logic, facilitating comparisons across portfolios.
5. 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.
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.