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Generate your Planview Leankit reports automatically with AI

Swiftask connects your AI agents to Planview Leankit to turn raw data into actionable reports, instantly.

Result:

Eliminate manual data entry. Get precise insights to drive your projects with agility.

The complexity of manual reporting in Planview Leankit

Extracting data from Leankit to create weekly reports is a slow process. Teams spend hours exporting files, cleaning data, and formatting charts. This repetitive work delays decision-making and leads to human errors.

Main negative impacts:

  • Outdated data: The time spent preparing the report makes metrics obsolete by the time they are presented.
  • Operational time loss: Project managers spend up to 20% of their time on administrative reporting tasks.
  • Lack of analytical depth: Manual workload prevents deep analysis of trends and bottlenecks.

Swiftask automates the generation of your Planview Leankit reports. Configure an AI agent that extracts, analyzes, and formats your data according to your specific needs.

BEFORE / AFTER

What changes with Swiftask

Traditional method

Manual data export from Leankit every Friday. Cleaning in Excel, creating charts, writing comments. The process takes 4 hours per week.

Swiftask approach

The AI agent extracts data in real-time, generates the complete report, and sends it via email or Teams on Friday morning. Zero human intervention.

Automate your reporting in 4 simple steps

STEP 1 : Connect Leankit to Swiftask

Use your API key to link your Planview Leankit instance to your Swiftask workspace.

STEP 2 : Define your KPIs

Specify the metrics to track (Lead Time, Cycle Time, Throughput) in the configuration interface.

STEP 3 : Configure the output format

Choose the report template (PDF, Excel, Slack) and the generation frequency.

STEP 4 : Activate the automated workflow

The AI agent processes the data and delivers your reports automatically according to your schedule.

Advanced features for your reports

The AI agent analyzes status changes, assignments, and delivery deadlines to identify project risks.

  • Target connector: The agent performs the right actions in planview leankit based on event context.
  • Automated actions: Generation of performance reports, bottleneck analysis, deadline alerts, export to custom formats.
  • Native governance: All generated reports are archived to allow for full historical tracking.

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

Each Swiftask agent uses a dedicated identity (e.g. agent-planview-leankit@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 advantages of automation

1. Data precision

Elimination of errors related to manual file handling.

2. Productivity gains

Reclaim valuable hours for strategic analysis instead of data entry.

3. Increased reactivity

Detect problems in your projects as soon as they appear with real-time reports.

4. Standardization

All your reports follow the same structure, making them easier for stakeholders to digest.

5. Improved governance

Full traceability of who accessed which data via the Swiftask audit log.

Security and compliance

Swiftask applies enterprise-grade security standards for your planview leankit automations.

  • Data encryption: Data transiting between Leankit and Swiftask is encrypted in transit and at rest.
  • Granular access control: Define report access permissions within your organization.
  • Compliance: Infrastructure designed to meet the strictest security standards on the market.

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

RESULTS

Measurable impact on your project management

MetricBeforeAfter
Preparation time4-6 hours/week5 minutes (configuration)
Reporting frequencyWeeklyReal-time / On demand
Entry errorsFrequentZero

Take action with planview leankit

Eliminate manual data entry. Get precise insights to drive your projects with agility.

Smart Assignment: Automate Planview Leankit tasks with AI

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