Pricing

Generate automated Dolibarr sales reports with AI

Swiftask connects your AI agents to Dolibarr to turn raw data into precise, actionable sales performance reports.

Result:

Stop wasting time on CSV exports. Get your commercial insights instantly.

The complexity of manual reporting in Dolibarr

Extracting data, cross-referencing Excel sheets, and formatting sales reports takes hours every week. This manual management limits your ability to make rapid, data-driven decisions.

Main negative impacts:

Operational time loss: Your sales teams spend more time manipulating data than analyzing sales trends.
Human error risk: Manual copying and complex Excel formulas lead to errors that can distort your strategic decisions.
Outdated reporting: Reports often arrive too late to adjust sales strategies in real time.

Swiftask automates the extraction and synthesis of your Dolibarr data. The AI generates clear reports and delivers them to the right people at the right time.

BEFORE / AFTER

What changes with Swiftask

Manual process

A manager logs into Dolibarr, exports invoices and orders to CSV, cleans the data in Excel, creates charts, and emails the report. This takes 4 hours per week.

Automated with Swiftask

The AI agent extracts Dolibarr data, analyzes weekly performance, generates a summary report, and drops it into your communication channel or email. Time spent: 0 minutes.

Setting up your Dolibarr reporting in 4 steps

STEP 1 : Agent configuration

Create your Swiftask agent and define the scope of the sales analysis.

STEP 2 : Dolibarr connection

Connect Swiftask to your Dolibarr instance via API for secure data access.

STEP 3 : KPI definition

Select key metrics: Revenue, order volume, performance by sales rep or product.

STEP 4 : Scheduling

Schedule the automatic generation of your reports (daily, weekly, monthly).

Advanced features for your sales

The AI segments your data by period, region, client, or product category for multi-dimensional analysis.

Target connector: The agent performs the right actions in dolibarr based on event context.
Automated actions: Automatic extraction, text-based trend synthesis, dashboard creation, delivery via email or instant messaging.
Native governance: All reports are archived and searchable in Swiftask for a complete history.

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

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

Strategic benefits for your company

1. Data-driven decisions

Access a clear, continuously updated view of your sales performance.

2. Massive productivity gain

Eliminate non-value-added administrative tasks related to reporting.

3. Increased reliability

Automation ensures the integrity of your sales data without human intervention.

4. Commercial agility

React instantly to performance drops with automated alerts.

5. Standardization

All departments receive the same report format, facilitating internal communication.

Privacy and compliance

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

Secure API access: Encrypted connection between your Dolibarr and Swiftask.
Data isolation: Your sales data remains private and is never shared.
Granular control: Manage report access permissions within your team.
Full audit: Access history and report generation logs available.

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

RESULTS

Impact on your performance

Metric	Before	After
Production time	4h+ / week	Automated
Data accuracy	Manual error risk	100% automated reliability
Analysis frequency	Monthly	Real-time / Daily

Take action with dolibarr

Stop wasting time on CSV exports. Get your commercial insights instantly.

Handle Dolibarr customer requests automatically with AI

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