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Automate your KnowBe4 reports and gain real-time visibility

Swiftask connects your KnowBe4 data to an AI agent. Get consolidated reports and trend analysis without any manual effort.

Result:

Free up your security experts while ensuring accurate and regular reporting.

KnowBe4 reporting is a time-consuming manual process

Collecting, cleaning, and synthesizing KnowBe4 data takes valuable time every week. Security managers spend hours extracting files to create manual reports, increasing the risk of errors and delaying decision-making.

Main negative impacts:

  • Operational time loss: Repetitive data extraction limits your teams' ability to focus on actual threat analysis.
  • Risk of human error: Manual data handling increases the risk of omissions or calculation errors in your reports.
  • Delayed reporting: Manual reports are often outdated by the time they are distributed, preventing quick responses to vulnerabilities.

Swiftask automates your KnowBe4 reporting lifecycle. Your AI agent retrieves the data, analyzes it according to your criteria, and generates ready-to-use summaries.

BEFORE / AFTER

What changes with Swiftask

Traditional manual reporting

An analyst logs into KnowBe4, exports data, cleans it in Excel, creates charts, and emails it. This process takes hours and is prone to errors.

Swiftask automated reporting

The Swiftask AI agent extracts KnowBe4 data in real-time, generates the formatted report, and automatically sends it to stakeholders. Zero effort, 100% accuracy.

Setting up your KnowBe4 automation

STEP 1 : Connect your KnowBe4 account

Configure secure API access in Swiftask to enable reading of your campaign and training data.

STEP 2 : Define your key metrics

Select the important metrics for your report (click rate, completed training, risk score).

STEP 3 : Schedule generation

Choose the frequency of your reporting: daily, weekly, or monthly.

STEP 4 : Automate distribution

Configure automatic delivery of your reports via email or directly into your collaboration tools.

Advanced features for your KnowBe4 data

The agent analyzes long-term trends and identifies high-risk groups within your organization.

  • Target connector: The agent performs the right actions in knowbe4 based on event context.
  • Automated actions: Automatic export, multi-campaign data aggregation, executive summary generation, alerts on risk score anomalies.
  • Native governance: All processed data adheres to the strictest security standards.

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

Each Swiftask agent uses a dedicated identity (e.g. agent-knowbe4@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 for your security department

1. Increased productivity

Eliminate repetitive tasks related to data extraction.

2. Data accuracy

Avoid human errors through rule-based automation.

3. Fact-based decisions

Access real-time updated reports to drive your strategy.

4. Simplified compliance

Generate ready-to-use audit reports to meet regulatory requirements.

5. Total visibility

Monitor your company's security posture at a glance.

A secure approach to reporting

Swiftask applies enterprise-grade security standards for your knowbe4 automations.

  • Data encryption: All communication between KnowBe4 and Swiftask is encrypted.
  • Restricted access: Granular permission control to ensure only authorized individuals see the reports.
  • GDPR compliance: Respectful management of your employees' personal data.
  • Log integrity: Full traceability of every report generation for your internal audits.

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

RESULTS

Impact on your reporting operations

MetricBeforeAfter
Preparation timeSeveral hoursA few seconds
Reporting frequencyMonthlyReal-time / On-demand
ReliabilityManual error riskCertified data
Operational costHighOptimized

Take action with knowbe4

Free up your security experts while ensuring accurate and regular reporting.

Automated security onboarding: integrate KnowBe4

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