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Automate SimpleKPI metrics sharing with your teams

Swiftask links SimpleKPI to your communication tools. Your teams get the latest performance data without you having to compile reports manually.

Result:

Increase transparency and align your staff with the same performance goals.

Manual KPI sharing slows down your agility

Compiling SimpleKPI reports for team distribution is a repetitive task that eats up valuable time. If information is shared late or in a fragmented way, decision-making slows down and teams lose their focus.

Main negative impacts:

  • Outdated reporting: Data is often shared with a delay, making strategic adjustments less responsive.
  • Administrative burden: Managers spend too much time extracting and formatting data instead of analyzing trends.
  • Team misalignment: The lack of centralized access to KPIs creates information silos and diverging perceptions of performance.

Swiftask automates the distribution of your SimpleKPI dashboards. Configure AI agents to extract and share key metrics directly in your workflows.

BEFORE / AFTER

What changes with Swiftask

Manual sharing

You download a SimpleKPI export, convert it to PDF or email, and share it with stakeholders. The process is slow and prone to handling errors.

With Swiftask + SimpleKPI

As soon as an update is available in SimpleKPI, your Swiftask agent extracts the data and sends it automatically via your usual communication channels.

Deploying your SimpleKPI automation

STEP 1 : Configure the Swiftask agent

Define an agent dedicated to extracting and distributing your SimpleKPI metrics.

STEP 2 : Connect to SimpleKPI

Use Swiftask's integration capabilities to link your SimpleKPI accounts securely.

STEP 3 : Define sharing rules

Choose which metrics to share, how often, and to which channels (Teams, Slack, Email, etc.).

STEP 4 : Activate the workflow

Your agent is ready. It now ensures the fluid circulation of your performance data.

Smart sharing features

The agent analyzes metric variations and contextualizes the message before sending.

  • Target connector: The agent performs the right actions in simplekpi based on event context.
  • Automated actions: Scheduled snapshots of SimpleKPI. Automatic alerts for threshold breaches. Personalized summaries by team.
  • Native governance: Full traceability of all sent reports is guaranteed in your Swiftask console.

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

Each Swiftask agent uses a dedicated identity (e.g. agent-simplekpi@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.

Operational benefits

1. Reduced reporting time

Automate your recurring compilation tasks.

2. Fast decision-making

Instant access to updated KPIs.

3. Increased transparency

Everyone has the same metrics at the same time.

4. Data governance

Control who accesses which performance information.

5. No-code flexibility

Adapt your reports without complex development.

Security and compliance

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

  • Data encryption: Exchanges between SimpleKPI and Swiftask are secured.
  • Access management: Granular control over sending permissions.
  • Audit log: Full history of all sharing actions performed.
  • Technological independence: Flexible architecture without single-vendor lock-in.

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

RESULTS

Impact on your performance

MetricBeforeAfter
Reporting timeSeveral hours per weekAutomated (0 minutes)
Data freshnessWeeklyReal-time
Error rateHigh human riskZero (source data)
Time to deployLong IT cycleImmediate setup

Take action with simplekpi

Increase transparency and align your staff with the same performance goals.

Clean your SimpleKPI data automatically with AI

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