• Pricing
Book a demo

Automatically detect and address at-risk goals in Microsoft Viva Goals

Swiftask continuously monitors your OKRs in Microsoft Viva Goals. As soon as a goal becomes critical, your AI agent alerts you instantly.

Result:

Never be caught off guard by delays again. Anticipate deviations and secure the achievement of your strategic outcomes.

Manual OKR monitoring is inefficient

In many organizations, tracking goals in Microsoft Viva Goals is a reactive process. Teams often wait until monthly or quarterly reviews to realize a critical goal is falling behind. This delay prevents effective corrective action.

Main negative impacts:

  • Late detection of deviations: Alerts often arrive too late to adjust resources or strategy. Accumulated delays become difficult to overcome.
  • Cognitive load on managers: Manually checking the status of hundreds of goals in Viva Goals is time-consuming and prone to human error.
  • Lack of strategic alignment: When at-risk goals aren't flagged, teams lose focus on the organization's true priorities.

Swiftask automates your OKR monitoring. Your AI agent analyzes Microsoft Viva Goals data in real time, identifies at-risk goals based on your criteria, and triggers targeted alerts.

BEFORE / AFTER

What changes with Swiftask

Manual risk management

A manager must manually log into Viva Goals, navigate through OKRs, compare actual results against forecasts, and identify gaps. If they forget or are busy, the risk remains unaddressed.

AI-powered supervision with Swiftask

Your AI agent monitors Viva Goals 24/7. As soon as a metric falls below a defined threshold, an alert is sent directly to the relevant owners with the context needed to act.

Set up your intelligent alerts in 4 steps

STEP 1 : Configure your monitoring agent

Create a Swiftask agent dedicated to performance tracking. Define your risk thresholds (e.g., progress delay > 20%).

STEP 2 : Connect Microsoft Viva Goals

Authenticate Swiftask with your Microsoft Viva Goals account to securely enable goal data reading.

STEP 3 : Define alert channels

Choose where to receive notifications (Teams, email, Slack) and who should be informed based on goal criticality.

STEP 4 : Activate continuous monitoring

The agent immediately begins scanning your OKRs and sends alerts as soon as a risk is detected.

Proactive detection capabilities

The agent analyzes not only current progress but also velocity relative to the deadlines set in Viva Goals.

  • Target connector: The agent performs the right actions in microsoft viva goals based on event context.
  • Automated actions: Automatic alerts on delayed OKRs. Weekly summaries of at-risk goals. Triggering correction workflows via webhooks. Impact reporting on parent goals.
  • Native governance: All alerts are centralized in Swiftask for historical tracking and continuous improvement of your management processes.

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

Each Swiftask agent uses a dedicated identity (e.g. agent-microsoft-viva-goals@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 organizational performance

1. Reduced reaction time

Move from quarterly detection to immediate intervention as soon as a risk appears.

2. Focus on priorities

Your teams no longer waste time searching for issues; they are alerted to real emergencies.

3. Increased transparency

Visibility on at-risk goals is shared instantly with stakeholders.

4. Improved predictability

By addressing risks early, you drastically increase the probability of achieving your final goals.

5. No-code governance

Adjust your alert thresholds and response workflows without writing a single line of code.

Data security and compliance

Swiftask applies enterprise-grade security standards for your microsoft viva goals automations.

  • Secure API access: Swiftask uses official Microsoft APIs to query Viva Goals, ensuring your data integrity.
  • Data encryption: All data processed by the agent is encrypted at rest and in transit.
  • Granular control: You choose exactly which goals and teams are monitored by the agent.
  • Enterprise compliance: The solution meets the strictest security standards, suitable for corporate environments.

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

RESULTS

Measurable impact on your OKRs

MetricBeforeAfter
Detection delaySeveral weeks (reviews)Real-time (instant)
Delay resolution rateVariable and slowSignificant improvement
Manual tracking burdenHigh (daily)None (automated)
Team alignmentDisconnectedContinuous synchronization

Take action with microsoft viva goals

Never be caught off guard by delays again. Anticipate deviations and secure the achievement of your strategic outcomes.

Generate weekly Microsoft Viva Goals summaries with AI

Next use case