Automate your RelationCity activity reports
Swiftask turns your RelationCity data into precise activity reports, generated and delivered without any human intervention.
Result:
Save hours every week by eliminating manual data entry and formatting for your KPIs.
AI Agents
relationcity
Connector relationcity · Secure OAuth 2.0
Manual reporting: a major productivity bottleneck
Creating weekly or monthly activity reports in RelationCity is often a chore. Extracting data, cleaning it, creating charts, and writing summaries takes valuable time that your teams could spend on sales or consulting.
Main negative impacts:
Outdated data
The time spent preparing the report often makes the information obsolete by the time it's shared.
Human error risk
Manual data manipulation significantly increases the risk of input or calculation errors.
Lack of reactivity
Without automation, strategic decisions are made based on partial or delayed reports.
Swiftask connects your RelationCity data to an AI agent capable of aggregating, analyzing, and formatting your activity reports in real-time, according to your own rules.
BEFORE / AFTER
What changes with Swiftask
The traditional method
Every Friday afternoon, a manager exports RelationCity data, imports it into a spreadsheet, fixes errors, creates visuals, and emails everything. This process is repetitive, frustrating, and unreliable.
The Swiftask approach
Your AI agent connects to RelationCity, extracts defined KPIs, generates an actionable summary report, and sends it to the right people. Zero clicks, zero errors, 100% reliability.
Deploy your automated reporting in 4 steps
1
STEP 1 : Define KPIs
Identify the key RelationCity metrics you want to track in your report.
2
STEP 2 : Configure the AI agent
Set up the Swiftask agent to query RelationCity at regular intervals.
3
STEP 3 : Customize the format
Define the template and the delivery channel (Email, Slack, Teams, etc.).
4
STEP 4 : Activate the workflow
Launch the automation and receive your activity reports without extra effort.
Advanced features for your reports
The agent analyzes trends, identifies anomalies in RelationCity data, and writes contextual comments.
- Target connector: The agent performs the right actions in relationcity based on event context.
- Automated actions: Automatic extraction, multi-source data aggregation, PDF/HTML formatting, scheduled delivery, alerts on critical KPIs.
- Native governance: Your RelationCity data security is guaranteed by our encryption protocols compliant with enterprise standards.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-relationcity@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
Massive time savings
Reclaim hours of administrative work every week.
Absolute precision
Eliminate human errors related to copy-pasting.
Better decision-making
Make decisions based on fresh and reliable data.
Easier collaboration
Automatically share insights with all stakeholders.
Standardization
All your reports follow the same structure, making them easier to read and compare.
Security and privacy
Swiftask applies enterprise-grade security standards for your relationcity automations.
- Secure access: Connection via secure API to your RelationCity instance.
- GDPR compliance: Data processing compliant with privacy protection requirements.
- Full audit: History of all generated and sent reports available at any time.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your operational performance
| Metric | Before | After |
|---|---|---|
| Generation time | 4 hours/week | 0 minutes (automated) |
| Error rate | 5-10% | 0% |
| Reporting frequency | Monthly | Real-time or on-demand |
Take action with relationcity
Save hours every week by eliminating manual data entry and formatting for your KPIs.