Strategy execution done right in Microsoft Teams

WorkBoardAI in Microsoft Teams

Embed Status Updates in the Weekly Rhythm

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

Align on Outcomes & Measure Progress Fast

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

Focus Conversations on What Matters Most

Bring OKRs to the center of daily conversations by easily referencing Key Results and progression analytics in Teams Chat. Quickly uncover dependencies and focus 1:1 and team discussions on dislodging roadblocks and driving real results.

  • Get helpful OKR guidance and easily update Key Results right in Teams Chat
  • Quickly reference Key Results and progress to plan and collaborate with coworkers
  • Ensure every team member has clear visibility into team priorities and is progressing toward the outcomes that matter most
  • Surface roadblocks prior to meetings and Business Reviews to focus collaborative time in meetings on progressing target outcomes

Run Smart, Focused Meetings & Reviews

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
  • Smart Agendas support asynchronous work toward strategic priorities and support individual and team progress toward strategic priorities

“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, Albemarle Corporation

Already a WorkBoardAI user?

WorkBoard-Teams Integration

Native integrations in your favorite Microsoft apps — WorkBoardAI and OKRs where you work

OKR Alignment

Experience WorkBoardAI from inside Teams! See and update OKRs, heatmaps and Biz Reviews right from Teams. Bring calibrate and celebrate rituals, OKR progress, risks and updates into everyday Microsoft Teams chat conversations and meetings.

Azure DevOps Integration

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

Slack Integration

Get a conversation-first WorkBoardAI interface with Slack. WoBot checks in on Fridays for key results reminders and helps people achieve their best outcomes. Use chat to answer “how are we doing on plan?” and update key result progress right in Slack.

Jira Integration

Bring objectives and key results into line of sight in JIRA and update key results automatically from JIRA projects. Learn more.

Outlook Integration

Create smart meeting agendas with automatic results and risks data in WorkBoardAI as you schedule people's time in Outlook. Action emails on the spot and make better choices for time with your OKRs and a consolidated list of actions in one simple view.

WebEx Integration

Access the WorkBoardAI platform from inside WebEx! See and update OKRs, heatmaps and Biz Reviews all without leaving the app.

Microsoft Teams Integration
Microsoft Teams Integration

Experience WorkBoardAI from inside Teams! See and update OKRs, heatmaps and Biz Reviews right from Teams. Bring calibrate and celebrate rituals, OKR progress, risks and updates into everyday Microsoft Teams chat conversations and meetings.

Azure Dev Ops
Azure DevOps Integration

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

Optimize your Tech Stack for Strategy Execution