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Prepare executive meetings in one click with Swiftask and OnStrategy

Swiftask pulls key data from OnStrategy to structure your presentation decks. Save hours of prep time every week.

Result:

Shift from data collection to strategic decision-making in seconds.

Preparing executive meetings takes too long

Preparing an executive board meeting requires compiling scattered data from OnStrategy and other tools. This manual process is time-consuming, prone to errors, and prevents leaders from focusing on strategic analysis.

Main negative impacts:

  • Administrative workload: Your teams spend more time moving data around than analyzing real performance indicators.
  • Fragmented or outdated data: The gap between operational reality in OnStrategy and meeting slides leads to misunderstandings during decision-making.
  • Lack of strategic synthesis: The absence of automated formatting prevents a clear view of priorities during important meetings.

Swiftask automates the retrieval of KPIs and strategic milestones from OnStrategy to generate ready-to-use summaries for your board meetings.

BEFORE / AFTER

What changes with Swiftask

Without Swiftask

The strategy manager spends hours manually exporting data from OnStrategy, creating Excel charts, then writing a report for the executive board.

With Swiftask + OnStrategy

Swiftask queries OnStrategy in real-time, aggregates performance data, and generates a structured executive summary ready for the meeting.

Streamline your meetings in 4 simple steps

STEP 1 : Connect OnStrategy to your Swiftask workspace

Link your accounts via a secure integration to allow Swiftask to access your strategic data.

STEP 2 : Define your report templates

Configure the desired format for your summaries: KPIs, project progress, or risk reviews.

STEP 3 : Automate data collection

Swiftask retrieves key information directly from OnStrategy before each scheduled meeting.

STEP 4 : Review and present

Your report is ready. Simply review it or export it for your executive committee.

Advanced features for strategic control

The AI agent analyzes gaps between objectives defined in OnStrategy and actual results achieved.

  • Target connector: The agent performs the right actions in onstrategy based on event context.
  • Automated actions: Automatic slide generation, extraction of priority KPIs, summary of blockers, tracking of strategic project milestones.
  • Native governance: All extracted data is sourced to ensure transparency during your discussions.

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

Each Swiftask agent uses a dedicated identity (e.g. agent-onstrategy@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 your leadership team

1. Operational time savings

Complete elimination of manual copy-pasting between your management tools.

2. Data reliability

Reports are based on real, up-to-date OnStrategy data, with no risk of human error.

3. Focus on decision-making

Clear and structured materials allow more time for strategic discussion.

4. Strategic alignment

All participants have the same level of information based on a single source of truth.

5. Increased reactivity

Identify deviations from objectives as soon as they appear in OnStrategy.

Confidentiality of your strategic data

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

  • Secure authentication: Swiftask uses restricted API access to pull only the necessary data.
  • Data protection: Your strategic information stays within your security perimeter and is not used to train public models.
  • Access traceability: Every query made to OnStrategy is logged for a complete audit trail.
  • Enterprise compliance: A solution tailored to the requirements of organizations with strict reporting standards.

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

RESULTS

Impact on your performance

MetricBeforeAfter
Preparation time4-6 hours per meetingUnder 10 minutes
Data accuracyRisk of manual error100% correlated to OnStrategy
Material qualityManually standardizedSynthetic and actionable
Team productivityLow-value tasksAnalysis and recommendation

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Shift from data collection to strategic decision-making in seconds.

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