WorkBoardAI is a natural in your Microsoft environment.

WorkBoardAI in Microsoft Teams

Get and update OKRs with Copilot

Bring WorkBoardAI into your Co-Pilot workflow, where Co-Pilot agents connect with WorkBoard AI agents to drive faster execution.

  • Plan and schedule your quarterly OKR cycle
  • Identify and uncover opportunities for cross-functional OKR alignment
  • Create and send pre-reads ahead of staff meetings. Monday memos or Friday wrap-ups.
  • Create and distribute scorecards or meeting agendas
  • Provide timely reminders to gather important information effortlessly
  • Schedule your next team meeting and build an agenda
WorkBoardAI for Microsoft CoPilot

Access WorkBoardAI entirely from Teams

Leverage the full value of WorkBoardAI directly within Microsoft Teams. Align OKRs vertically and laterally across functional teams, dynamic squads, or individuals, and see all OKRs aligned to a specific company objectives, uncover roadblocks, and measure progress to plan for fast, informed business-decisions - all without leaving Microsoft Teams.

  • Align and link OKRs in any direction
  • Stay focused on what matters with a simple, elegant “My OKRs” page
  • Map, mirror, roll up, or copy key results across multiple OKRs
  • Automatically calculate progress toward target and update confidence ratings
  • Managers can easily uncover roadblocks to success with intuitive Heatmaps

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

Azure DevOps Integration

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

Excel Integration

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

Outlook Integration

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.

Powerpoint Integration

Export scorecards to Powerpoint as an editable table.

“WorkBoardAI brought AI to strategy execution and OKRs in 2023 and expanded value with agentic AI last year. We are excited about these new chief of staff and coach digital workers; they clearly enhance large enterprises' ability to execute their strategies better”

Michelle Gonzalez
CVP and Global Head of M12

M12

WorkBoard and Microsoft

“We were looking for an intuitive platform with a seamless integration and interface with Microsoft Teams for easy adoption across the org. WorkBoardAI shined head and shoulders above them all.”

Patrick Thompson
Chief Information & Digital Transformation Officer (fmr), Albemarle Corporation

Albermarle

Already a WorkBoardAI user?

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WorkBoard-Teams Integration

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