Drive your Rise goals automatically with AI
Swiftask syncs your data with Rise. Your goals are updated in real-time without you lifting a finger.
Result:
Save valuable time on reporting and keep your teams aligned on strategic KPIs.
AI Agents
rise
Connector rise · Secure OAuth 2.0
Manual goal updates in Rise hinder performance
Performance tracking is often held back by manual data entry in Rise. Managers spend hours aggregating numbers, while teams forget to update their progress. The result: an outdated view of reality and a lack of decision-making agility.
Main negative impacts:
Outdated reporting
Data in Rise doesn't reflect reality, leading to strategic decisions based on stale information.
Administrative burden
Time spent entering results prevents team members from focusing on high-value execution.
Lack of alignment
Without real-time shared visibility, teams lose sight of their priority goals.
Swiftask bridges the gap between your business tools and Rise. Your AI agents capture results and update your goals automatically.
BEFORE / AFTER
What changes with Swiftask
Manual management with Rise
Every week, you compile results from your tools, open Rise, and enter figures for each team member. It's a tedious task that takes hours.
Automation with Swiftask
Swiftask detects new results, calculates progress, and updates Rise instantly. Your dashboards are always up-to-date.
Setting up your Rise workflow in 4 steps
1
STEP 1 : Define data sources
Connect your business applications (CRM, management tools) to Swiftask.
2
STEP 2 : Configure Rise
Integrate your Rise account to allow the agent access to your goals.
3
STEP 3 : Automation rules
Define the triggers for data updates (e.g., sale closed, task completed).
4
STEP 4 : Launch tracking
Activate the agent and watch your goals progress automatically.
Rise automation capabilities
Your AI agent continuously analyzes incoming data streams to extract key performance indicators.
- Target connector: The agent performs the right actions in rise based on event context.
- Automated actions: Automatic update of target values in Rise. Creation of progress reports. Alerts in case of deviation from goals.
- Native governance: All updates are logged in the Swiftask audit trail.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-rise@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.
Benefits for team performance
Real-time data
Your Rise goals always reflect current performance.
Boosted productivity
Eliminate manual entry and free up time for execution.
Data accuracy
Eliminate human errors related to manual input.
Fluid governance
Maintain control over the data driving your reporting.
Scalability
Manage hundreds of goals without increasing your workload.
Security and integrity
Swiftask applies enterprise-grade security standards for your rise automations.
- Secure connection: Use of secure APIs to communicate with Rise.
- Granular control: You define which agents can update which goals.
- Full audit: Total traceability of changes made by the AI.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Observed productivity gains
| Metric | Before | After |
|---|---|---|
| Reporting time | 4h/week | 0h (automated) |
| Data freshness | Weekly | Real-time |
| Input errors | Frequent | None |
Take action with rise
Save valuable time on reporting and keep your teams aligned on strategic KPIs.