Seamless integration, seamless experience

Integrate your agents

Agents gather insights from meetings, chat channels, projects and CRM alongside WorkBoard strategy, goal and execution data

External Data Sources for Agents

Update your KRs

WorkBoard is the source of truth on the plan and gaps to it with “actuals” sourced from common apps and tools.​

WorkBoardAI integrations

MS Teams & Copilot

Engage entirely inside MS Teams and get answers directly from Copilot​.

Microsoft Teams interface showing WorkBoardAI for Copilot with options like Show My Key Results, Status of My Objectives, I'm new to OKRs, and others.

Sync with Workday

Workday manages its strategic priorities in WorkBoard! Org, goal, performance review, and Skills Cloud integrations are enterprise simplifiers.

Truth from mess

Often teams know their own data best –including where “local truth” lives – and as your strategic priorities shift faster, what you measure changes more quickly as well.

That’s why we integrate at the edge: it’s more accurate and done in less than one minute! 7 instances of Jira or CRM used across the org? No problem – the plan vs actuals you see in WorkBoard are the trusted source of actuals or contributing work for each key result.

Key results sourced from integrations

Enterprise Solution & Ecosystem​

WorkBoard investor with joint sales, marketing and innovation

  • Purchase through Azure Marketplace ​
  • Use committed Azure consumption credits​
  • Smooth, easy connections to MSFT apps​
  • Full Copilot and Teams user experience​
  • Featured in Satya Nadella’s Build keynote​

WorkBoard customer and investor with joint sales, marketing and innovation efforts

  • Uses WorkBoard for strategy execution
  • Joint solution sales
  • Sync OKRs, goals and reviews to Workday
  • Only certified integration for people organization
  • Design partner in Agent System of Record
Priscilla Christopher Boeing

“You have to know where your team is starting, and where they are going. WorkBoard has given us the ability to see where we are across different mediums and workstreams — it’s created such strong alignment.”

Priscilla Christopher
Information Digital Technology & Security Strategy & Business Operations Product & Program Management Chapter, Boeing
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Avery Dennison header

“We create thousands of slides for MBRs. In two quarters we reduced prep time by 80%.”

Ana Cervantes
Senior Manager - Strategy Execution, Avery Dennison
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Close the gap between ​strategy and execution this year