Every manager is a great operator with a Chief of Staff agent

Free people to execute on outcomes instead of administer and report output​

Chief of Staff Capabilities

Less work, more leadership

Popular Workflows that Save Time

OKR creation, alignment and cycle

Run the OKR cycle for the team, draft OKRs from past outcomes and upline priorities, assess and improve KR quality, and find x-org alignment ​

Status report and MBR automation​

Generate and distribute scorecards, weekly status reports, initiative updates, exec briefs, and MBR/QBR pre-reads​

Daily Focus: Actions, follow ups, meeting prep​

One sweet morning list of the priority actions to achieve OKRs, dropped balls to follow up on, and pre-reads for the days’ meetings ​

Meeting Management

Agendas based on work and OKR progress, last meeting actions, and essential topics; capture the actions and decisions​

Agent add column to scorecard

Strategizing Flows People Love​

What’s at risk and how should we address it?

Look at team OKRs, related work in Jira or Salesforce, and our Teams channels, identify what is going sideways and recommend solutions ​

Check Jira or Salesforce progress

Check up on work efforts and Teams channels to see if there are any blockers or issues that will trip us up on the results we need​

Analyze our performance patterns

Review how we work, what we achieve versus what we intended, ourengagement and accountability patterns, and the sentiment then give mean analysis of how we work and can improve outcomes

Draft a product or project roadmap

Layout a product or project roadmap from our team OKRs, company priorities, past delivery pace, Jira backlog, the team’s skills and competitive product positioning ​

Create followup action for risk

Execute well this year

Bharath q2

“WorkBoard transformed the way we operate. Now, our strategy isn’t buried in PowerPoints or spreadsheets—it’s a dynamic, real-time system that keeps the whole team accountable and driving results every single week.”

Bharath Oruganti
Executive Vice President, Q2
Read this story
aprimo erik

“Unlike chatbots, WorkBoardAI agents know the ever-changing strategic priorities, which makes them a powerful way to scale the workforce.”

Erik Huddleston
CEO, Aprimo
Read this story

The right thing is now the easiest thing

agents nav

Your Agent Workforce

  • Agents drive company strategy, each team’s priorities and targets ​
  • Reinforce your culture, management behaviors, and mission
Learn more
network icon

Connect Other Tools

  • Update key results from other systems​
  • Include calendars, Teams channels, Jira, Salesforce data in agent insights
See all integrations

A Single Truth

  • Everyone sees the same facts with real numbers on plan vs actual
  • Agents have one system of record for strategy and goals for reliable data
See all

Go Live in a Week

  • No AI model training and FDEs required ​
  • Start with 2-3 life changing workflows​
  • Impact in a quarter
Let’s plan together

Strategy is only as good as your execution

John Scorecards at risk results