Generate weekly Microsoft Viva Goals summaries with AI
Swiftask extracts and synthesizes your OKR progress data. Get a clear weekly report on Microsoft Viva Goals without any manual effort.
Result:
Save hours every week. Turn raw data into actionable strategic insights.
AI Agents
microsoft viva goals
Connector microsoft viva goals · Secure OAuth 2.0
Manual OKR reporting slows down your teams
Compiling weekly progress in Microsoft Viva Goals is a tedious task. Managers spend considerable time aggregating disparate data, creating reports that are often obsolete by the time they are published.
Main negative impacts:
Operational time loss
Manual data collection for each objective consumes valuable resources that should be dedicated to execution.
Lack of strategic clarity
Manual reports often lack analytical context, making it difficult to truly understand objective progress.
Team misalignment
If result communication is slow or fragmented, teams struggle to stay synchronized on actual priorities.
Swiftask automates the reading of your data in Microsoft Viva Goals. The AI analyzes progress, identifies blockers, and generates a structured summary ready for distribution.
BEFORE / AFTER
What changes with Swiftask
Traditional reporting
Every Friday, managers open Viva Goals, manually check each indicator, note changes, and write a summary email. A slow process, prone to human error and oversight.
The Swiftask way
Swiftask connects to your Viva Goals instance. The AI agent aggregates data, generates an analytical summary of successes and risks, and makes it instantly available to the whole team.
Generate your OKR summaries in 4 key steps
1
STEP 1 : Viva Goals integration
Connect your Microsoft Viva Goals workspace to Swiftask via our secure connector.
2
STEP 2 : Rule definition
Configure report parameters: frequency, scope of objectives to analyze, and tone of the report.
3
STEP 3 : Automatic AI analysis
The AI agent scans progress data, compares it against milestones, and detects anomalies.
4
STEP 4 : Intelligent distribution
The summary is automatically generated and ready to be emailed or published to your communication channels.
Advanced features for your OKRs
The agent examines completion rates, progress trends, and comments associated with key objectives.
- Target connector: The agent performs the right actions in microsoft viva goals based on event context.
- Automated actions: Automatic OKR data extraction. Textual summary of progress. Identification of lagging objectives. Creation of customized reports by department.
- Native governance: All processed data complies with your organization's privacy policies.
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.
Why automate your progress reports
Data accuracy
Eliminate manual entry errors and benefit from a true view of reality.
Productivity gains
Free up management time so they can focus on achieving objectives.
Enhanced reactivity
Detect deviations from objectives as soon as they occur, not at the end of the month.
Fluid communication
Distribute clear and consistent reports to all stakeholders.
Continuous alignment
Maintain real-time visibility on company strategy.
Security and privacy
Swiftask applies enterprise-grade security standards for your microsoft viva goals automations.
- Secure authentication: Uses Microsoft standards to ensure access to your data.
- Data protection: Swiftask does not store your sensitive data; it processes it in memory for reporting.
- Access governance: You control who has access to the reports generated by the AI.
- Enterprise compliance: Solution designed to meet the requirements of complex B2B environments.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Reporting time | 2-4 hours / week | Under 5 minutes |
| Data reliability | Risk of human error | 100% consistent with Viva Goals |
| Insight frequency | Weekly (difficult) | Real-time or on-demand |
| Team engagement | Low visibility | Total transparency |
Take action with microsoft viva goals
Save hours every week. Turn raw data into actionable strategic insights.