Swiftask turns your Axonaut data into clear, actionable activity summaries. Stop wasting time compiling reports manually.
Result:
Get a precise view of your performance in one click. Drive growth with up-to-date data.
Sales reporting is a daily time-sink
Extracting data from Axonaut, filtering it, and formatting it into a document or email: manual reporting is a slow, error-prone process. Your sales team would rather spend their time selling than writing summaries.
Main negative impacts:
With Swiftask, your AI agents extract your Axonaut data in real time to generate personalized activity summaries. Automate your weekly check-ins and pipeline reviews.
BEFORE / AFTER
What changes with Swiftask
The manual reporting trap
Every Friday, the sales manager exports data from Axonaut, creates an Excel sheet, writes commentary, and emails it. The process takes hours, is prone to human error, and is never done in real time.
Automation with Swiftask
Swiftask queries Axonaut daily or on demand. The AI agent compiles new leads, won opportunities, and completed tasks. The summary is ready instantly, ready to be reviewed or shared.
Automate your Axonaut tracking in four steps
STEP 1 : Define KPIs in Swiftask
Select the relevant Axonaut data: new opportunities, revenue, or completed activities.
STEP 2 : Connect the Axonaut API
Authorize Swiftask to securely access your Axonaut account to pull the necessary information.
STEP 3 : Configure the summary format
Teach the AI agent to write the summary according to your style, highlighting the KPIs you care about.
STEP 4 : Schedule your reports
Trigger the report generation automatically every morning, at the end of the week, or on demand.
AI Agent capabilities for Axonaut
The agent analyzes pipeline variations, conversion rates, and the history of client interactions stored in Axonaut.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-axonaut@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
1. Massive time savings
Eliminate repetitive tasks of data compilation and formatting.
2. Data accuracy
Zero entry or copy-paste errors: the AI agent handles raw data from Axonaut.
3. Increased reactivity
Make decisions based on real-time data extraction.
4. Standardization
All your activity summaries follow the same format, making them easier for management to read.
5. Sales focus
Free up mental bandwidth for your sales team.
Security and compliance
Swiftask applies enterprise-grade security standards for your axonaut automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Reporting time | 2-4 hours / week | 0 minutes (automated) |
| Analysis frequency | Weekly | Daily |
| Data reliability | Human error risk | 100% consistent |
Take action with axonaut
Get a precise view of your performance in one click. Drive growth with up-to-date data.