Ensure disparate efforts create company advantage

Aha!

Data Connector

Update OKR progress in real time
Connect your Aha! project status (% complete) to WorkBoardAI to automate key result updates.

Asana

Data Connector

Simplify progress monitoring for objectives that matter
Connect high priority projects in Asana to company OKRs for real-time progress updates.

Azure Devops

Data Connector

Enable instant transparency across the organization
Automatically update key results at your desired cadence as updates are made to your ADO instance.

Excel

Data Connector

Update OKR progress in real time
Connect high priority projects in Excel to company OKRs for real-time progress updates.

Google Calendar

Calendar

Have more productive meetings
Sync meetings between Google Calendar and WorkBoardAI and create or view WorkBoardAI meeting agendas with a single click.

Never miss another action item
Push high priority action items to Google Calendar as a due-date reminder.

GitLab

Data Connector

Demonstrate the impact that DevOps metrics have on strategy execution
Connect DORA metrics or counts of issues based on custom filters from GitLab to OKRs in WorkBoardAI in order to automate reporting on key results and demonstrate the impact that development productivity has on strategy execution.

Google Sheets

Data Connector

Update OKR progress in real time
Connect high priority projects in Google Sheets to company OKRs for real-time progress updates.

Greenhouse

Data Connector

Update hiring results in real time
Track progress towards your recruiting pipeline goals with the Greenhouse and WorkBoardAI data connector integration.

Hubspot

Data Connector

Instant transparency into key sales and revenue numbers
Track marketing campaign progress in WorkBoardAI directly from Hubspot by connecting select lists and a count of record (e.g., Target MQLs from an email campaign).

Jira

Data Connector

Enable automated transparency across the organization
Connect Jira project progress to your company’s strategic priorities, providing instant transparency across the organization and removing the need for manual progress updates.

Marketo

Data Connector

Effortlessly share Marketing progress with teams across the organization
Automatically update marketing results such as MQLs, campaign engagement, and lead quality scores directly from Marketo.

Microsoft Planner

Data Connector

Update OKR progress in real time
Connect Plans or Buckets to your key results for real-time progress updates based on count of items completed.

Microsoft Teams

Communications

Monitor OKR progress without switching tools
Bring your OKRs, Heatmap, automated Biz Reviews, and Results Analytics right into your Microsoft Teams environment for seamless access to the facts you need every day.

Calibrate OKRs on Mondays and Celebrate victories on Fridays
Team leaders are automatically notified of progress, and areas requiring attention, making it refreshingly easy to manage at your best.

Simplify meeting preparation
Use Smart Agendas to bring OKRs into your meetings, centralize notes, and assign action items – all within Teams

Learn more

Microsoft Copilot

Communications

Conversational OKR Tracking
Ask Copilot about your Objectives and Key Results (OKRs) and get instant insights from WorkBoardAI – without leaving Microsoft Teams or other Microsoft 365 apps.

Guided Assistance
Get answers to questions about OKRs or WorkBoardAI, with information sourced directly from the WorkBoardAI Help Center.

Office 365

Data Connector

Have more productive meetings
Create smart meeting agendas with automatic results and risks data in WorkBoardAI as you schedule people's time in Outlook. Action emails with one click for a consolidated view of OKRs and your to-do list.

Microsoft Outlook

Calendar

Have more productive meetings
Sync meetings between Outlook and WorkBoardAI and create or view WorkBoardAI meeting agendas with a single click.

Never miss another action item
Push high priority action items to Outlook as a due-date reminder.

Power BI

Data Connector

Simplify progress monitoring for results that matter
Connect PowerBI workspaces or datasets to your OKRs to automatically reflect PowerBI updates to WorkBoardAI.

Rally

Data Connector

Enable automated transparency across the organization
Map Rally projects, portfolios or timeboxes to company strategic priorities, and capture real-time progress updates without manual entry.

Salesforce

Data Connector

Provide instant transparency on progress to teams across the organization
Automatically update key results on the desired cadence as updates are made in your Salesforce instance.

ServiceNow

Data Connector

Simplify progress monitoring for objectives that matter
Connect % of tickets opened and closed in ServiceNow to your OKRs for real time progress updates

Slack

Communications

Drive alignment with automated slack notifications
Send your team direct notifications in Slack from WorkBoardAI when there is an update to OKRs or an action item request.

Capture action items in real time
When an actionable idea comes up during a Slack chat, turn it into a WorkBoardAI action item with one click.

Learn more

Smartsheet

Data Connector

Simplify progress monitoring for objectives that matter
Connect high priority projects in Smartsheets to company OKRs for real-time progress updates

Snowflake

Data Connector

Simplify progress monitoring for objectives that matter
Connect updates in your Snowflake databases to OKR progress via SQL query.

Tableau

Data Connector

Simplify progress monitoring for results that matter
Connect Tableau workbooks or data sheets to your OKRs to automatically reflect Tableau updates to WorkBoardAI.

Trello

Data Connector

Simplify progress monitoring for objectives that matter
Connect progress measured on your Trello board (e.g., % completion) to your OKRs. Select what progress to track by workspace, board, person, and/or dates.

Webex

Communications

Improve visibility with automated Webex notifications
Send your team direct notifications in Webex Messaging from WorkBoardAI when there is an update to OKRs or an action item request.

Make meetings purposeful
Keep your team aligned on progress to outcomes with smart meeting agendas, accessible within Webex Meetings.

Monitor OKR progress without switching tools
Bring your OKRs, Heatmap, automated Biz Reviews, and Results Analytics right into your Webex Messaging environment for seamless access to the facts you need every day.

Learn more

Workday

Data Connector

Sync org structure automatically
Connect Workday with WorkBoardAI so the functional organizational chart and reporting structure maintained in Workday automatically flows through to functional teams setting and aligning OKRs in WorkBoardAI.

Zendesk

Data Connector

Simplify progress monitoring for objectives that matter
Connect % of tickets opened and closed in Zendesk to your OKRs for real time progress updates