AI that turns strategy into action
with one source of truth on strategy, goals, and execution
Simplify alignment
Get everyone working in the same direction and adapt quickly as the world changes.
Clarity is the accelerator
AI helps people and teams clarify intent, measure the right things, and identify cross functional coordination needed.
Measurable outcomes
Guardrails and AI ensure teams and people are working toward real outcomes aligned to your strategic priorities.
X-functional alignment
See the whole picture and where alignment breaks down; measure alignment progress quarter to quarter.
Streamline your operating rhythm
Agents do the work of generating scorecards, bowlers, MBR and QBR views and distributing pre-reads so your team operates fast and efficiently.
Weekly briefs on key metrics
See what’s improved (or not) each week, and the actions and discussion needed in your Monday meeting.
Fewer meetings
Get the insights you need instantly from your chief of staff agent, and follow through on the spot.
Agent-orchestrated cycle
Let your chief of staff agent orchestrate goal-setting, alignment, dashboard creation and all pre-reads.
Upskill managers
Chief of staff and coach agents help every manager be a great operator and leader.
Feedback help
Coach agents make hard conversations easier, so people get faster feedback to be more successful.
Perfect 1on1s
Coach agents drive the right behaviors by providing performance pre-reads for 1on1 and check ins + tracking decisions and actions from the meeting.
Accountability as a habit
Make accountability effortless and ensure it’s anchored in actual company, team, and individual objectives.
Improve accountability
Outcomes, issues, and progress are front and center for everyone with the same truth from every angle.
One source of truth
Because WorkBoard is the system of record for strategy, goals and execution, every managers’ agent speaks the same truth.
Outcomes matter
Strategic priorities and business outcomes are never lost in the shuffle with chief of staff agents.
Foresight, not hindsight
Chiefs of staff agents give people time, facts and insights to take accountability for outcomes every day.
Execute on strategy and goals with one unified AI system
Align & drive OKRs
Set OKRs and align cross functionally with dashboards to help you drive faster.
Leaders & teams
Give everyone capability and visibility to execute well.
Strategy to action
A single source of truth on strategy and your progress to achieving it.
Easy integration
Seamless with Workday, Microsoft, Salesforce, Jira, and dozens more.
“WorkBoard helps us stay focused on the important things and execute on our strategy – it's our source of truth.”
“We started using AI in WorkBoard in 2023. We are aligned 2x faster and 10x better now.”
Seamless integration, seamless experience
Integrate your agents
Agents gather insights from meetings, chat channels, projects and CRM alongside WorkBoard strategy, goal and execution data
Update your KRs
WorkBoard is the source of truth on the plan and gaps to it with “actuals” sourced from common apps and tools.
MS Teams & Copilot
Engage entirely inside MS Teams and get answers directly from Copilot.
Sync with Workday
Workday manages its strategic priorities in WorkBoard! Org, goal, performance review, and Skills Cloud integrations are enterprise simplifiers.
Close the gap between strategy and execution this year
