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.
AI Agents
planview leankit
Connector planview leankit · Secure OAuth 2.0
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Outdated data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
1
STEP 1 : Connect Leankit to Swiftask
Use your API key to link your Planview Leankit instance to your Swiftask workspace.
2
STEP 2 : Define your KPIs
Specify the metrics to track (Lead Time, Cycle Time, Throughput) in the configuration interface.
3
STEP 3 : Configure the output format
Choose the report template (PDF, Excel, Slack) and the generation frequency.
4
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
Data precision
Elimination of errors related to manual file handling.
Productivity gains
Reclaim valuable hours for strategic analysis instead of data entry.
Increased reactivity
Detect problems in your projects as soon as they appear with real-time reports.
Standardization
All your reports follow the same structure, making them easier for stakeholders to digest.
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
| Metric | Before | After |
|---|---|---|
| Preparation time | 4-6 hours/week | 5 minutes (configuration) |
| Reporting frequency | Weekly | Real-time / On demand |
| Entry errors | Frequent | Zero |
Take action with planview leankit
Eliminate manual data entry. Get precise insights to drive your projects with agility.