Automate your OKR synchronization in Microsoft Viva Goals
Swiftask connects your data sources to Microsoft Viva Goals. Your objectives are updated in real time, with zero manual input.
Result:
Improve reporting reliability and ensure constant strategic alignment across your entire organization.
AI Agents
microsoft viva goals
Connector microsoft viva goals · Secure OAuth 2.0
Manual OKR tracking slows down your agility
Manually updating OKRs in Viva Goals is a major source of wasted time and errors. Your teams spend more time compiling data than achieving their goals. The gap between field reality and your strategic dashboard hinders decision-making.
Main negative impacts:
Outdated data
The time lag between action and OKR updates makes your strategic KPIs inaccurate during reviews.
Administrative burden
Collecting and manually entering performance data consumes precious resources every week.
Strategic misalignment
Without a real-time view, teams lose sight of the impact of their daily actions on global goals.
Swiftask automates data flow to Microsoft Viva Goals. Your AI agents extract data from your tools, calculate progress, and update your goals automatically.
BEFORE / AFTER
What changes with Swiftask
Manual OKR Management
Every week, a manager must extract data from three different tools, calculate averages, and manually enter results into Viva Goals. The process is slow, error-prone, and frustrating for teams.
Swiftask AI Synchronization
Your Swiftask AI agents monitor your business tools continuously. As soon as a data point changes, they update the corresponding result in Microsoft Viva Goals instantly. Your dashboards are always current.
Setting up your OKR data pipeline
1
STEP 1 : Define your data sources
Connect Swiftask to your tools (CRM, ERP, Analytics) to extract the performance metrics required for your OKRs.
2
STEP 2 : Configure the sync agent
Create a rule in Swiftask that links your metrics to specific goals in Microsoft Viva Goals.
3
STEP 3 : Automate update frequency
Determine if synchronization should be triggered by events or on a set schedule (daily, weekly).
4
STEP 4 : Validate and automate
Activate the data flow. Swiftask handles updates in the background with full log tracking.
Advanced OKR features
The AI agent aggregates, cleans, and normalizes data from heterogeneous sources before injecting it into Viva Goals.
- Target connector: The agent performs the right actions in microsoft viva goals based on event context.
- Automated actions: Automatic target value updates. Complex progress calculations. Multi-source data aggregation. Alerts for performance deviations from goals.
- Native governance: Swiftask ensures every update is traceable to simplify performance audits.
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 of automation
Data precision
Eliminate human error associated with manual performance data entry.
Decision-making agility
Make decisions based on real, continuously updated data.
Focus on value
Free your managers from administrative tasks to focus on strategy.
Cross-departmental visibility
A unified view of goal progress across all departments.
Full auditability
Archive all changes made to your OKRs for complete transparency.
Performance data security
Swiftask applies enterprise-grade security standards for your microsoft viva goals automations.
- End-to-end encryption: All connections between Swiftask and Viva Goals are secured via encrypted API tokens.
- Granular access control: Define who can configure synchronization flows within your organization.
- Enterprise compliance: Adherence to the strictest SaaS security standards to protect your strategic data.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on operational performance
| Metric | Before | After |
|---|---|---|
| Time spent on OKRs | 4-8 hours per week | 0 hours (fully automated) |
| Data freshness | Weekly (delayed) | Real-time |
| Entry error rate | High | Zero |
Take action with microsoft viva goals
Improve reporting reliability and ensure constant strategic alignment across your entire organization.