WorkBoard and Microsoft

Get and update OKRs with Copilot

The WorkBoardAI Agent for Copilot enables you to see, update, and incorporate your WorkBoard OKRs from Copilot across Microsoft 365 apps.

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

Access WorkBoardAI entirely from Teams

Stay right where you are while staying on top of your goals! Use WorkBoardAI without leaving Microsoft Teams.

Leverage the full value of WorkBoardAI directly within Microsoft Teams.
Get AI-generated weekly summaries of progress and nudges for updates right inside Teams.
Chat to get facts and data.
Navigate the whole app without leaving Teams.

Run Smart, Focused Meetings & Reviews Rhythm

Reclaim your calendar with Smart Agendas and simplified Business Reviews. Empower every participant to show up to the meeting with a clear agenda, informed of the current progress to plan, and prepared for fruitful discussion around the results that matter most.

Smart Agendas eliminate unfocused status update meetings
Display OKRs front and center during 1:1s and Business Reviews, so everyone is clear on where to focus their resources
Simplified Business Reviews eliminate days of PowerPoint and Excel preparation while increasing confidence around data integrity with real-time results data and insights
Assign Action Items during the meeting to ensure next steps are clear and tracked
Bring Power BI views into Business Review trays. Show and interact with additional operational data right from within WorkBoard’s business reviews

Get notified and chat with WorkBoard in Teams

Automate helpful reminders to calibrate on strategic priorities on Mondays and celebrate results on Fridays — right from within Microsoft Teams. Systematically request progress updates as part of a weekly cadence to ensure every team member has updated KRs and clear visibility into weekly priorities.

Automate the weekly ritual of status updates to reallocate valuable time and resources to driving strategic results
‘Nudge’ each member of your team to provide the latest progress to plan for faster, informed decision-making
Celebrate weekly results at the end of each workweek to reinforce people’s contribution to achieving the priority objectives
Build healthy rituals within Microsoft Teams to drive alignment, accountability, and focus across the org

Distill and deliver progress summaries at the right time

WorkBoardAI distills results progress into actionable summaries for delivery to the right stakeholders right in Microsoft Teams.

Instantly create progress summaries for scorecards and biz reviews (MBRs).
Get the right executive briefing at the right time, schedule executive summaries to be generated and sent to key stakeholders on a customized schedule.
Publish summaries on team pages, biz reviews (MBRs), scorecards and into Microsoft Teams channels instantly, or to PowerPoint and Excel.

Seamless integrations with other Microsoft tools

Update key results automatically as you complete work in Azure DevOps. See progress on your team's OKRs without leaving ADO.

Automatically update key result progress from the Microsoft suite, including Excel, Azure Dev Ops, Power BI, and Planner.

Integrate your Outlook calendar to create Smart Agendas that support asynchronous collaboration on strategic priorities. Capture key takeaways from team meetings and 1:1s to maintain alignment and drive progress.