Redwood City, CA, May 1, 2025 — WorkBoardAI™, the leading platform for strategy execution and enterprise OKRs, today announced the release of its AI Agent for Microsoft Copilot®. The agent enables people to see, set, and get strategic priorities and OKRs with the convenience of chat in Microsoft 365®, including Word®, PowerPoint®, Excel®, and Outlook®.
With the WorkBoardAI agent for Copilot, enterprise leaders and teams can see their objectives, get updates on progress, learn how to set and manage OKRs more successfully, and ultimately bring those OKRs into PowerPoint, Excel, and Word documents as they create documents and do other work – all by chatting with the agent via Copilot.
“This new agent is both simple and profound”, said Deidre Paknad, CEO and Co-Founder of WorkBoard. “Its conversational convenience, curiosity-driven engagement, and the ability to access WorkBoardAI information in real time conversation flow anywhere in Copilot help us all connect work to impact.”
Strategy Execution, Right Where People Work
With WorkBoardAI for Microsoft Copilot™, users can:
- Ask Copilot for OKR status in chat
- Get recommendations to address risks and improve OKR progress
- Use Copilot to grab specific OKR or key result history while editing Word or PowerPoint documents
- Get coaching if you’re new to OKRs and WorkBoard
“WorkBoardAI brought AI to strategy execution and OKRs in 2023 and expanded value with agentic AI last year," said Michelle Gonzalez, CVP & Global Head of M12, Microsoft's Venture Fund. "They clearly enhance large enterprises' ability to execute their strategies better.”
This novel agent-to-agent communication means users have pervasive access to their objectives and facts on their desired results across M365 with the simplicity and flexibility of a Copilot conversation. WorkBoardAI’s new agent for Copilot makes it much easier to bring objectives and results into focus in our day-to-day work efforts and to get information from WorkBoardAI without leaving their M365 Office apps – so leaders and teams work better, faster, and smarter. WorkBoard will make its other AI agents, a digital chief of staff and a digital leadership coach, accessible through Copilot this summer.
“WorkBoardAI brought AI to strategy execution and OKRs in 2023 and expanded value with agentic AI last year. They clearly enhance large enterprises' ability to execute their strategies better.”
— Michelle Gonzalez, CVP & Global Head of M12, Microsoft's Venture Fund
WorkBoardAI now available on Microsoft Azure Marketplace with MACC eligibility
Enterprises now have a seamless way to purchase WorkBoardAI and apply committed cloud spend to optimize budgets and reduce cash impact:
- Use private offers with bespoke solution and payment terms
- Streamline procurement buying through Azure Marketplace
- Use committed but unused Azure spend to purchase WorkBoardAI
- Reduce steps in vendor and payment processes
For Microsoft customers replacing Viva Goals to meet the year-end shut off deadline, the abilities to transact with WorkBoard via the Marketplace and use MACC are particularly convenient.
About WorkBoardAI
WorkBoardAI is the world’s leading enterprise OKR solution and is the only strategy execution system of record with generative and agentic AI to improve alignment, accountability and transparency. Trusted by 3M, AstraZeneca, Boeing, Cisco, Capital One, Elevance, GHX, Unilever, Workday, and many others, WorkBoardAI makes it easy for organizations to align, measure and drive their strategic priorities more effectively in a rapidly changing world. It uses generative and agentic AI to elevate managers’ impact, increase cross-functional coordination, and accelerate company outcomes. Company investors include SoftBank, Andreessen Horowitz, M12 Microsoft’s Venture Fund, Workday Ventures, and others. WorkBoard is headquartered in Silicon Valley with offices across the US, Europe and India.
Microsoft, Outlook, Excel, PowerPoint, Word, and Microsoft Teams are registered trademarks of Microsoft Corporation. WorkBoard and WorkBoardAI are trademarks of WorkBoard, Inc.
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Media Contacts
David Chase
Chief Marketing Officer
david.chase@workboard.com
