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Smart archiving for Workast tasks with Swiftask

Swiftask connects your AI agents to Workast to automate archiving. Completed projects are automatically sorted and stored, decluttering your workspace.

Result:

Gain clarity on active projects and automate your task history management.

Completed tasks clutter your projects

In Workast, the number of completed tasks can quickly overwhelm your lists, making visibility into active projects difficult. Manual cleanup is a time-consuming task that teams often neglect.

Main negative impacts:

  • Visual clutter: Endless lists of completed tasks dilute the actual priorities of the teams.
  • Operational time loss: Manually sorting through completed tasks consumes valuable time that could be spent on production.
  • Risk of obsolete data: Without systematic archiving, old information remains visible, increasing the risk of processing errors.

Swiftask automates the process with AI agents that analyze the status of your Workast tasks and archive them according to business rules you define.

BEFORE / AFTER

What changes with Swiftask

Manual management

A project manager spends time every weekend identifying completed tasks, moving them to archive folders, or marking them—a slow and error-prone process.

Archiving with Swiftask

As soon as a task is marked as completed in Workast, the Swiftask AI agent verifies the archiving conditions and automatically executes the transfer or hiding.

Automated archiving: 4 simple steps

STEP 1 : Define the archiving agent

Configure an AI agent in Swiftask dedicated to monitoring your Workast lists.

STEP 2 : Connect Workast

Grant Swiftask secure access to your Workast workspaces.

STEP 3 : Set rules

Define criteria (e.g., tasks completed over 7 days ago) to trigger archiving.

STEP 4 : Activate the flow

The agent processes tasks in the background, autonomously.

Intelligent archiving capabilities

The AI analyzes each task's metadata: completion date, labels, priority, and project affiliation.

  • Target connector: The agent performs the right actions in workast based on event context.
  • Automated actions: Conditional archiving, task moving, periodic cleanup, archiving report generation.
  • Native governance: All archiving actions are logged in Swiftask for total traceability.

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

Each Swiftask agent uses a dedicated identity (e.g. agent-workast@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 archiving?

1. Clean interface

Focus only on what matters.

2. Increased productivity

Eliminate repetitive administrative tasks.

3. Guaranteed compliance

Structured and secure history.

4. Zero code

Intuitive setup without developers.

5. Scalability

Handle thousands of tasks effortlessly.

Security and compliance

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

  • Secure API access: Use of standard OAuth2 for Workast.
  • Granular control: You determine which workspaces are accessible.
  • Full audit: History of archiving actions available.
  • Privacy: Data remains under your control.

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

RESULTS

Impact on your performance

MetricBeforeAfter
List management timeWeekly hoursReal-time (automated)
Project visibilityLow (clutter)Maximum (focus)
Sorting errorsFrequentNone

Take action with workast

Gain clarity on active projects and automate your task history management.