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Automate your Quarterly Business Reviews (QBR) with Microsoft Viva Goals

Swiftask pulls your OKRs from Microsoft Viva Goals and writes structured summaries for your QBRs. Save hours of manual preparation every quarter.

Result:

Go from data collection to strategic analysis in minutes.

QBR preparation is a manual bottleneck

Compiling quarterly results is often a tedious task. Teams manually extract data from Microsoft Viva Goals, paste it into presentations, and spend hours writing summaries. This time is stolen from strategic analysis and decision-making.

Main negative impacts:

  • Administrative time loss: Managers spend days simply compiling data instead of analyzing actual performance.
  • Outdated or inaccurate data: Manual copy-pasting increases the risk of errors and misalignment with reality in Viva Goals.
  • Lack of analytical depth: Preparation fatigue often prevents deep reflection on performance gaps.

Swiftask automates the collection and synthesis of your OKRs from Microsoft Viva Goals. Your AI agent generates a report base ready for your quarterly reviews.

BEFORE / AFTER

What changes with Swiftask

The traditional process

Opening Viva Goals, manual result export, pasting into a document, tedious summary writing. A cycle that takes days and generates little added value.

The Swiftask approach

The Swiftask agent connects to Viva Goals, aggregates OKRs, analyzes progress, and writes a structured summary. You only need to validate and refine the strategic narrative.

Simplify your reviews in 4 steps

STEP 1 : Link Viva Goals to Swiftask

Connect your Microsoft Viva Goals instance to Swiftask via a secure interface.

STEP 2 : Define QBR scope

Select specific departments or objectives to include in your quarterly report.

STEP 3 : Generate AI summary

The Swiftask agent compiles data and writes a preliminary analysis based on your key results.

STEP 4 : Finalize and present

Use the generated document as a foundation for your quarterly review presentation.

Your reporting assistant capabilities

The agent analyzes progress trends, identifies lagging key results, and highlights major achievements for the quarter.

  • Target connector: The agent performs the right actions in microsoft viva goals based on event context.
  • Automated actions: Automatic OKR extraction. Narrative progress synthesis. Risk identification on key objectives. Formatting for presentation support.
  • Native governance: Source data remains the Single Source of Truth; Swiftask simply facilitates its exploitation.

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

Each Swiftask agent uses a dedicated identity (e.g. agent-microsoft-viva-goals@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 preparation

1. Reporting cycle acceleration

Reduce preparation time by 80% through intelligent automation.

2. Increased accuracy

Eliminate human errors related to manual data transfers.

3. Focus on strategy

Refocus your meetings on discussing results rather than presenting them.

4. Global consistency

Standardize the format and depth of all your QBRs across the company.

5. Better visibility

A clear and instant view of quarterly objective attainment.

Security and compliance

Swiftask applies enterprise-grade security standards for your microsoft viva goals automations.

  • Limited access: Swiftask strictly respects your Microsoft Viva Goals permissions.
  • Data encryption: All processed data is encrypted in transit and at rest.
  • Traceability: Every report generation is logged for full auditability.

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

RESULTS

Impact on your productivity

MetricBeforeAfter
QBR preparation time8-12 hours30 minutes
Data accuracyManual error riskReal-time sync
Review frequencyLimited by workloadEasily scaled

Take action with microsoft viva goals

Go from data collection to strategic analysis in minutes.

Automate compliance audits for Microsoft Viva Goals

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