Generate your SharePoint reports automatically, powered by AI
Swiftask transforms raw data stored in SharePoint into structured reports. Your teams get key insights, without the manual effort.
Result:
Save hours every week on report preparation. Ensure data accuracy and speed up decision-making.
AI Agents
sharepoint
Connector sharepoint · Secure OAuth 2.0
Manual reporting from SharePoint is a major bottleneck
Reporting is often a tedious task: extracting data from SharePoint, cleaning it, formatting it, and finally distributing it. This manual process is slow, prone to human error, and disconnected from real-time needs.
Main negative impacts:
Outdated data
By the time the report is compiled, the data has already changed. You are basing decisions on stale information.
Manipulation errors
Manually copying data between SharePoint and your reporting documents significantly increases the risk of errors.
Operational time loss
Your experts spend more time formatting files than analyzing results to improve business performance.
Swiftask automates the lifecycle of your SharePoint reports. Your AI agent monitors your folders, aggregates data as soon as it's available, and generates the final report according to your templates.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
An analyst must extract files from SharePoint daily, consolidate them in Excel, create charts, draft a summary, and email it all. If the analyst is away, reporting stops.
With Swiftask + SharePoint
The AI agent detects new documents in SharePoint, extracts the data, generates the report in the desired format, and automatically saves it to the final folder or emails it to stakeholders.
Automate your SharePoint reporting in 4 steps
1
STEP 1 : Define the SharePoint source
Connect your SharePoint space to Swiftask and point to the folders or lists containing the raw data.
2
STEP 2 : Configure the report template
Tell the AI agent the expected structure of the report: format, key indicators to calculate, and writing style.
3
STEP 3 : Set the trigger
Choose when the report should be generated: upon new file creation, at a fixed time, or based on a specific event.
4
STEP 4 : Review and validate
The agent processes the data. You oversee the generated reports and adjust the rules if necessary.
Advanced features for your reports
The AI agent analyzes the content of SharePoint documents (files, metadata, lists) to extract relevant information and transform it.
- Target connector: The agent performs the right actions in sharepoint based on event context.
- Automated actions: Consolidation of multiple SharePoint sources. Automatic calculation of performance indicators (KPIs). Automatic drafting of executive summaries. Export in various formats (PDF, Excel, Word). Automatic distribution via email or Teams notification.
- Native governance: All generated reports are stored with a full audit trail in Swiftask to facilitate compliance.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-sharepoint@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
Increased reliability
Eliminate human errors associated with manual data copying and processing.
Massive productivity gain
Free your teams from repetitive tasks so they can focus on high-value analysis.
Real-time reporting
Access up-to-date information as soon as source data is modified in SharePoint.
Scalability
Manage dozens or hundreds of reports simultaneously without increasing headcount.
Compliance and audit
Every report generation is tracked and archived, ensuring total compliance.
Enterprise-grade security
Swiftask applies enterprise-grade security standards for your sharepoint automations.
- Secure SharePoint integration: Swiftask uses official Microsoft APIs, respecting your SharePoint access policies.
- Data encryption: All processed data is encrypted in transit and at rest.
- Granular control: You keep full control over your agents' access and permissions.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact
| Metric | Before | After |
|---|---|---|
| Preparation time | Several hours | A few minutes |
| Data accuracy | Risk of human error | 100% compliant with sources |
| Reporting frequency | Weekly | Daily or real-time |
Take action with sharepoint
Save hours every week on report preparation. Ensure data accuracy and speed up decision-making.