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Generate your Refiner weekly reports automatically with Swiftask

Swiftask extracts and analyzes Refiner feedback to produce clear, actionable weekly reports delivered directly to your team.

Result:

Save hours every week. Move from data collection to strategic decision-making in an instant.

Manual feedback reporting is a productivity drain

Extracting data from Refiner, cleaning it, writing summaries, and sending them manually every week keeps your team stuck in low-value tasks. Insights often get buried under data volume.

Main negative impacts:

  • Slow decision-making: Time spent preparing the report delays action on critical customer feedback.
  • Superficial analysis: Under time pressure, manual reports often lack depth and strategic recommendations.
  • Information silos: Valuable insights remain stuck in Refiner instead of reaching key stakeholders.

Swiftask automates the entire cycle: extraction, AI analysis, report writing, and distribution. You receive an intelligent, ready-to-use summary every week.

BEFORE / AFTER

What changes with Swiftask

Manual reporting

Exporting CSV from Refiner, manual sorting in Excel, laborious email drafting, delayed delivery. A repetitive process that discourages deep analysis.

Reporting with Swiftask

Your AI agent scans the week's Refiner feedback, synthesizes it by theme, identifies trends, and sends a structured report via email, Slack, or Teams.

Set up your automatic reporting in 4 steps

STEP 1 : Initialize your agent

Create a Swiftask agent dedicated to processing Refiner feedback.

STEP 2 : Link the Refiner connector

Authorize Swiftask to access your feedback data via the Refiner API.

STEP 3 : Define analysis rules

Configure the KPIs and themes the AI should monitor each week.

STEP 4 : Schedule distribution

Choose the time and channel for your automated report delivery.

What your AI agent can do with Refiner

The agent analyzes sentiment, categorizes verbatims, detects major pain points, and highlights recurring improvement areas.

  • Target connector: The agent performs the right actions in refiner based on event context.
  • Automated actions: Weekly synthesis, trend identification, alerts on urgent negative feedback, and export to presentation formats.
  • Native governance: You keep full control over the analysis rules applied by the agent.

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

Each Swiftask agent uses a dedicated identity (e.g. agent-refiner@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 reporting with Swiftask

1. Operational time savings

Eliminate manual report preparation.

2. More accurate insights

Impartial and exhaustive AI analysis of feedback.

3. Increased reactivity

Identify customer issues as soon as they arise.

4. Team alignment

Everyone receives the same data at the same time.

5. Total adaptability

Customize the report format to your needs.

Security and compliance

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

  • Data encryption: Secure connections between Refiner and Swiftask.
  • GDPR compliance: Processing in accordance with data protection standards.
  • Strict access control: Fine-grained permission management for your reports.
  • Full audit: History of generated reports available.

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

RESULTS

Measurable impact of automation

MetricBeforeAfter
Preparation time3-5 hours/week0 minutes
Data analyzedLimited sampling100% of feedback
Delivery delayFollowing weekMonday 8:00 AM sharp
Synthesis qualitySubjectiveFactual and structured

Take action with refiner

Save hours every week. Move from data collection to strategic decision-making in an instant.

Prioritize your roadmap with AI and Refiner feedback

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