Automate your KR validation in Microsoft Viva Goals
Swiftask links your business data to Microsoft Viva Goals. Your Key Results update and validate themselves without manual input.
Result:
Boost data reliability and free your teams from the administrative burden of OKR tracking.
AI Agents
microsoft viva goals
Connector microsoft viva goals · Secure OAuth 2.0
Manual KR tracking hinders your strategic agility
Keeping OKRs updated is often a time-consuming administrative chore. Teams waste hours consolidating data in spreadsheets before manually reporting them into Viva Goals. This time gap prevents decision-making based on real-time data.
Main negative impacts:
Permanently outdated data
By the time information is entered, it's already stale. Your dashboards fail to reflect real-world performance.
Human error risk
Repetitive manual entry multiplies the risk of typos or inconsistencies between your business systems and Viva Goals.
Team disengagement
Teams prefer focusing on core operational work rather than constantly updating reporting tools.
Swiftask acts as an intelligent bridge between your business tools and Viva Goals. The AI agent retrieves data, calculates progress, and validates your KRs automatically based on your business rules.
BEFORE / AFTER
What changes with Swiftask
The traditional method
Every week, a manager must extract data from their CRM, transform it in Excel, and log into Viva Goals to manually update each KR. It's slow, repetitive, and frustrating.
The Swiftask + Viva Goals approach
Swiftask monitors your data continuously. As soon as a threshold is met or a period closes, the AI agent pushes the update directly into Viva Goals. Your OKRs are always current, with zero human effort.
Set up your automation in 4 steps
1
STEP 1 : Connect your data sources
Link Swiftask to your tools (CRM, ERP, SQL, APIs) to centralize the data needed for your KR calculations.
2
STEP 2 : Define validation rules
Configure the AI agent to identify status changes or progress milestones for your Key Results.
3
STEP 3 : Link Swiftask to Viva Goals
Use the Viva Goals connector to authorize the agent to update targeted objectives securely.
4
STEP 4 : Activate real-time flow
Launch the automation. The AI agent ensures constant synchronization between your business results and strategic objectives.
KR automation capabilities
The AI agent interprets data context for KR validation: it doesn't just copy-paste, it verifies data consistency before any update.
- Target connector: The agent performs the right actions in microsoft viva goals based on event context.
- Automated actions: Automatic KR progress calculation. Status updates (At Risk, On Track, Behind). Triggering notifications for critical changes. Secure bidirectional synchronization.
- Native governance: You maintain full control via the Swiftask audit log, which tracks every change made in Viva Goals.
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.
Strategic benefits for your organization
Rapid decision-making
Drive your strategy with fresh data, available in real-time within Viva Goals.
Increased data reliability
Eliminate human errors associated with manual performance data entry.
Operational productivity
Reclaim hours of administrative work every month for your management teams.
Strategic alignment
Ensure every team member tracks the actual progress of company objectives.
Full traceability
Every KR update is documented and auditable, ensuring total transparency.
Enterprise security and governance
Swiftask applies enterprise-grade security standards for your microsoft viva goals automations.
- Secure authentication: The integration follows Microsoft security standards to ensure the integrity of your Viva Goals access.
- Access control: Fine-tune the AI agent's permissions on your strategic objectives via the Swiftask workspace.
- Compliance and audit: Every agent action is logged in an audit trail to meet your governance requirements.
- Technology independence: Swiftask works with your existing tools without locking you into a restricted proprietary ecosystem.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on OKR management
| Metric | Before | After |
|---|---|---|
| KR update time | Several hours/month | 0 minutes (automated) |
| Data accuracy | Manual error risk | 100% automated reliability |
| Refresh frequency | Weekly or monthly | Real-time |
| Administrative load | High | None |
Take action with microsoft viva goals
Boost data reliability and free your teams from the administrative burden of OKR tracking.