Status Report & MBR Automation
Automate status reporting, initiative briefings, and MBR/QBR preparation with AI and your chief of staff agent
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Automate Executive & Initiative Briefings
- Get real numbers, real details, and smart insights on actual progress vs plan
- Include what matters: Products, objectives, results, KPIs, and workstreams across any teams
- Deliver in Microsoft Teams channels, Slack channels, email, and agents to the right audience on your cadence
- Automatically refresh what’s included as quarter OKRs change
Get Instant Scorecards & Dashboards
- Agents create and modify scorecards and dashboards instantly
- Bookmark or get your scorecards on demand with live interactive data
- Instant insights on what’s changed since your last review
- Send pre-reads ahead of meetings that feature scorecards and dashboards
Automate Weekly Status Reports
- Get a Monday rundown of what’s on track and what’s behind for your teams
- Include dependencies and related teams’ work to get a full picture
- Distribute to the team or your boss automatically in Microsoft Teams, Slack, email or their agents
Replace Slide Drama & Drills for MBRs/QBRs
- Use live KR and KPI data instead of static images it took hours to get
- Create charts on live data faster than dead data in PowerPoint
- Arrange it all how your leaders like it and your agent sends pre-reads ahead of the MBR/QBR so everyone is dialed in on what needs to be solved
Instant clarity and momentum
“Our CEO gets an AI-generated briefing on the most important results every Friday. She reviews it, makes her notes and sends it to her team – that’s our Monday meeting agenda. We stay fast and focused!”
Alexis Kearns
Chief People Officer, GHX
“We started using AI in WorkBoard in 2023. We are aligned 2x faster and 10x better now.”
Stefano Corradino
Head of Group PMO, SellaThe right thing is now the easiest thing
Let's get started
