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Automate your KPI reporting with OnStrategy and Swiftask

Swiftask syncs your OnStrategy data to generate automated performance reports. Visualize your progress with zero manual entry.

Result:

Move from tedious data collection to instant strategic decision-making.

The complexity of manual strategic tracking

Tracking goals in OnStrategy is essential, but reporting on them is often a bottleneck. Teams waste precious time extracting data, formatting tables, and writing summaries for stakeholders.

Main negative impacts:

  • Stale data for decision making: The time spent preparing reports means decisions are based on numbers that no longer reflect the current reality.
  • High risk of manual errors: Manual data handling between OnStrategy and your presentation tools significantly increases the risk of human error.
  • Loss of strategic focus: Your managers spend more time playing data analysts than driving the company's strategy forward.

Swiftask automates the link between OnStrategy and your distribution channels. Our AI agents extract your KPIs, analyze them, and generate summary reports updated in real time.

BEFORE / AFTER

What changes with Swiftask

The traditional manual process

Every month-end, a team member logs into OnStrategy, exports data, cleans the Excel file, creates charts, and sends a summary email. It's a repetitive task that takes hours.

Performance with Swiftask

Swiftask queries OnStrategy on a set schedule. The AI automatically generates the report with the latest figures and key insights, then instantly distributes it to stakeholders.

Deploy your automated reporting in 4 steps

STEP 1 : Initialize your reporting agent

Set up a new agent in Swiftask dedicated to monitoring your OnStrategy goals.

STEP 2 : Establish the API connection

Connect Swiftask to your OnStrategy account to enable secure reading of your performance data.

STEP 3 : Define frequency rules

Schedule the report generation intervals (daily, weekly, monthly) and define the recipients.

STEP 4 : Validate and automate

Activate the flow. Your AI agent now processes data without any human intervention.

Analytical capabilities for OnStrategy data

The agent analyzes performance gaps, historical trends, and progress rates against goals set in OnStrategy.

  • Target connector: The agent performs the right actions in onstrategy based on event context.
  • Automated actions: Automatic PDF or text report generation. Direct delivery via email or team messaging. Alerts for major KPI deviations. Multi-project data consolidation.
  • Native governance: Swiftask ensures data consistency through secure synchronization and a complete audit log of every generated report.

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

Each Swiftask agent uses a dedicated identity (e.g. agent-onstrategy@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.

Operational benefits for management

1. Immediate productivity gains

Eliminate manual reporting tasks and free up time for strategic analysis.

2. Indicator accuracy

Eliminate the risk of human error through direct data extraction from OnStrategy.

3. Team alignment

Everyone has the same information, at the same time, via clear and standardized reports.

4. Increased reactivity

Identify goal drift as soon as it happens with automated notifications.

5. Simplified compliance

Keep an immutable record of your performance reports through Swiftask's automatic archiving.

Data privacy and governance

Swiftask applies enterprise-grade security standards for your onstrategy automations.

  • Restricted API access: Swiftask uses secure access to read only the necessary data from your OnStrategy instance.
  • Communication encryption: All data flowing between OnStrategy and Swiftask is end-to-end encrypted.
  • Access control: You precisely manage who has access to generated reports and AI agent configurations.
  • GDPR compliance: Data processing adheres to the strictest enterprise privacy standards.

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

RESULTS

Impact on your management processes

MetricBeforeAfter
Preparation time4-8 hours / monthAutomated (0 minutes)
Update frequencyMonthlyReal-time / Custom
Data reliabilityHuman error riskGuaranteed integrity
Implementation timeComplex developmentRapid setup

Take action with onstrategy

Move from tedious data collection to instant strategic decision-making.

Detect strategic drift in real-time with OnStrategy

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