Finalize your HUB Planner projects instantly with AI
Swiftask automates project closure steps in HUB Planner. Release resources, archive data, and generate final reports automatically.
Result:
Eliminate administrative oversights and accelerate team rotation to new projects.
AI Agents
hub planner
Connector hub planner · Secure OAuth 2.0
Manual project closure slows down your operational cycle
Closing a project isn't just about changing a status. It's a complex process involving resource release, time validation, and final documentation. In HUB Planner, these manual tasks are often overlooked or delayed.
Main negative impacts:
Resources blocked unnecessarily
If the project isn't closed on time, resources still appear as booked, skewing your overall planning.
Outdated reporting data
Closure delays create a gap between reality on the ground and your performance indicators in HUB Planner.
Administrative error risk
Manually managing dozens of simultaneous projects increases the risk of omissions, impacting billing and compliance.
Swiftask synchronizes your business events with HUB Planner. As soon as a project meets its goals, the AI agent automatically triggers the closure procedure, ensuring clean and up-to-date data.
BEFORE / AFTER
What changes with Swiftask
Traditional management
The project manager must manually update the status, notify HR, release resources, and extract reports. A slow, error-prone process that consumes valuable time.
Automation with Swiftask
The system detects project completion. The AI agent executes updates in HUB Planner, releases resources, and sends final reports to stakeholders. Instant and error-free.
Implementing your automation in 4 phases
1
STEP 1 : Define completion criteria
Configure the conditions in Swiftask that trigger closure (e.g., final task completed, date reached, client validation).
2
STEP 2 : Connect HUB Planner API
Connect your HUB Planner instance to Swiftask via our secure connector to enable data writing.
3
STEP 3 : Model the closure workflow
Define the actions: status update, resource release, notification sending, document archiving.
4
STEP 4 : Launch and monitor
Activate the agent. Monitor successful closures and receive alerts for exceptions requiring intervention.
Key features of closure automation
The agent analyzes the overall project state in HUB Planner before validating closure, verifying the completion of critical milestones.
- Target connector: The agent performs the right actions in hub planner based on event context.
- Automated actions: Automatic project status change, immediate resource release on the planner, generation and delivery of activity reports, archiving of associated data.
- Native governance: Every operation is tracked in Swiftask to guarantee total transparency regarding the status of your project portfolio.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-hub-planner@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.
Immediate operational gains
Resource optimization
Your schedules are always up to date, allowing for better talent reallocation.
Data reliability
Eliminate human error on project end-of-life entries.
Project cycle acceleration
Reduce administrative time between one project ending and the next starting.
Real-time reporting
Your management dashboards reflect actual activity instantly.
Enhanced compliance
Each closure follows a standardized process, auditable at any time.
Security and data integrity
Swiftask applies enterprise-grade security standards for your hub planner automations.
- Restricted API access: Swiftask uses secure tokens to interact with HUB Planner, limiting rights to only necessary actions.
- Action logging: Every modification made by the agent is recorded with a timestamp for a complete audit trail.
- Access management: Precisely control who can configure automation rules in Swiftask.
- GDPR compliance: Data processing compliant with the strictest standards for the protection of your project information.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your management indicators
| Metric | Before | After |
|---|---|---|
| Administrative closure time | 2-4 hours / project | 0 minutes (automated) |
| Resource accuracy | Frequent lag | Guaranteed real-time |
| Reporting delay | End of month | Immediate |
| Input error rate | Moderate | None |
Take action with hub planner
Eliminate administrative oversights and accelerate team rotation to new projects.