Automate compliance audits for Microsoft Viva Goals
Swiftask deploys AI agents to automatically audit your OKRs in Microsoft Viva Goals. Ensure methodological rigor and alignment across your entire organization.
Result:
Eliminate compliance gaps and boost the reliability of your strategic reporting.
AI Agents
microsoft viva goals
Connector microsoft viva goals · Secure OAuth 2.0
Manual goal audits are prone to error
Manually verifying whether every goal in Viva Goals meets company standards is a tedious task. Data entry errors, missed updates, and misalignment eventually compromise the quality of your strategic insights.
Main negative impacts:
Data inconsistencies
Poorly defined or misaligned goals distort the global view of your organization's performance.
Heavy administrative burden
Teams spend hours manually checking compliance instead of focusing on goal execution.
Non-compliance risk
The lack of systematic auditing exposes the company to significant reporting gaps during quarterly reviews.
Swiftask automates the compliance audit process. Our AI agents scan your Viva Goals data, identify anomalies, and alert you immediately if your standards aren't met.
BEFORE / AFTER
What changes with Swiftask
Traditional manual audit
A controller manually exports data from Viva Goals to Excel. They verify consistency line-by-line, contacting goal owners to fix errors. This process takes days and is often outdated by the time it is finished.
AI-powered audit with Swiftask
Your Swiftask AI agent continuously monitors entries in Viva Goals. As soon as a goal is created or updated without adhering to your compliance rules, the agent flags the anomaly in real time and suggests corrective actions.
Deploy your audit agent in 4 steps
1
STEP 1 : Define audit rules
Configure the expected compliance criteria in Swiftask: key result formats, deadlines, mandatory assignments.
2
STEP 2 : Connect to Viva Goals
Connect your agent to your Microsoft Viva Goals instance via our secure connector.
3
STEP 3 : Set up alerts
Determine the notification channels for audits: Teams, email, or your Swiftask dashboard.
4
STEP 4 : Autonomous monitoring
The agent analyzes every update in the background. You only receive reports on detected exceptions.
AI agent analysis capabilities
The agent checks the syntactic structure of goals, the temporal consistency of milestones, and the hierarchical alignment with higher-level OKRs.
- Target connector: The agent performs the right actions in microsoft viva goals based on event context.
- Automated actions: Automatic format validation, detection of orphaned goals, deadline verification, alerts for goals without owners, periodic compliance reporting.
- Native governance: All checks are logged in an immutable audit trail for your internal compliance needs.
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 reliability
Ensure every OKR reflects strategic reality through constant verification.
Operational time savings
Reduce control time by 90% by automating routine checks.
Improved alignment
Quickly identify goals that deviate from the company's global vision.
Increased reactivity
Fix errors as they occur rather than at the end of the quarter.
Full transparency
Maintain complete traceability of your organization's compliance status.
Security and data protection
Swiftask applies enterprise-grade security standards for your microsoft viva goals automations.
- Restricted API access: The integration respects Microsoft Graph permissions, limiting access to only necessary data.
- Data encryption: All data processed during the audit is encrypted in transit and at rest.
- GDPR compliance: Swiftask is designed to meet the strictest privacy standards.
- Environment isolation: Each client has an isolated execution environment for their audit agents.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Audit performance metrics
| Metric | Before | After |
|---|---|---|
| Anomaly detection time | Several days | A few seconds |
| Data entry error rate | High (human) | Near zero |
| Audit coverage | Partial sampling | 100% of goals |
| Compliance cost | High (human resources) | Low (automation) |
Take action with microsoft viva goals
Eliminate compliance gaps and boost the reliability of your strategic reporting.