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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.

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 The result: an outdated view of reality and a lack of decision-making agility.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  • Outdated reporting: Data in Rise doesn't reflect reality, leading to strategic decisions based on stale information.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

STEP 1 : Define data sources

Connect your business applications (CRM, management tools) to Swiftask.

STEP 2 : Configure Rise

Integrate your Rise account to allow the agent access to your goals.

STEP 3 : Automation rules

Define the triggers for data updates (e.g., sale closed, task completed).

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

1. Real-time data

Your Rise goals always reflect current performance.

2. Boosted productivity

Eliminate manual entry and free up time for execution.

3. Data accuracy

Eliminate human errors related to manual input.

4. Fluid governance

Maintain control over the data driving your reporting.

5. 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

MetricBeforeAfter
Reporting time4h/week0h (automated)
Data freshnessWeeklyReal-time
Input errorsFrequentNone

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