What are AI Agents?

AI Agents increase people’s efficiency

Agents work on your behalf to complete tasks for you using the power of AI to gather and distill information, apply some reasoning, and take action in software applications such as deliver information or update data based on it.

Small-task agents

Some agents automate a single task or process that is a small part of a larger job or role on a team.  For example, in WorkBoardAI you can use an agent to prepare and distribute regular executive briefings with progress on strategic initiatives and suggested focus areas. You can even ask these agents from Microsoft Co-Pilot to, for example, see OKR progress and update KRs.

Digital workers

Our digital worker agents can manage a wide range of tasks at a manager’s direction, much like a person. They have a job description and a set of skills; managers choose what part of that job to delegate at what time. WorkBoardAI digital workers include a chief of staff and a leadership coach.  You chat with these agents and because they are capable of more reasoning, they can anticipate needs as well as respond in more natural and complete ways.

Digital workers are skilled agents that perform more complex jobs on managers’ behalf

WorkBoardAI’s Chief of Staff and Leadership Coach help people leaders operate at their fullest potential and increase their scale, capability, and effectiveness.  By giving every manager a digital chief of staff and coach, you quickly improve clarity, focus, operational discipline, and coaching – without the headcount cost and overhead. 

The benefits are transformative:

As managers delegate work to digital workers, it increases their own capacity to do meaningful, nuanced work that requires higher skill and judgment.

These digital teammates increase teams’ capacity without headcount budget.   

The digital chief of staff and coach improve managers’ effectiveness which compounds the effectiveness of their teams - a real force multiplier in organizational success.

These digital workers have context and data on executive objectives and strategy, team OKRs and target outcomes, team historical results, company hierarchy and dynamic team structures, standing operational meetings, team work efforts in WorkBoardAI, Jira, Salesforce and other apps and access to perform actions in the WorkBoardAI platform on the manager’s behalf.  Because they have this rich data and context, managers don’t need to “feed” smart prompts and company information to the agent for the agent to be highly skilled.  Moreover, they operate within your security boundaries.

WorkBoardAI digital workers help managers operate at their fullest potential

Each of these workers have a job description based on their skills and the tasks they can do for a manager. Managers “hire” one or both of the agents and decide what work they’d like to delegate to them.

  • Once hired by the manager, the agent joins the team and is accessible as a member of the team.
  • Managers interact with the agent through chat conversations, so there is no learning curve to take full advantage of their capacity.
  • These agents take direction only from the manager who decides what to delegate.
  • The manager can delegate as much or as little as they’d like, and can stop and start jobs they’ve delegated to the agent.
  • Agents use and interact with team objectives, progress to them, team meetings and agendas and other WorkBoard data as they perform their jobs.
  • Managers give them access to teams and information they’d like support with (as they do with other direct and dotted line reports).
  • Agents won’t take direction from other people, initiate any communication without a manager’s direction and involvement, or give feedback managers haven’t reviewed and approved.  Their role is to elevate – not replace – the manager’s actions, skills, decisions, and conversations.

Meet your new digital team members

Meet John, Digital Chief of Staff

Chiefs of staff help people leaders orchestrate their team operating rhythm and execute at their best. I’ll coordinate OKRs, create scorecards, send meeting pre-reads, make sure leaders see risks as early as possible, get risky KRs on meeting agendas, update people on progress, and follow through, every time.

Meet Sofia, Digital Leadership Coach

Coaches help managers stay tuned in to team sentiment, help figure out who needs coaching and kudos, draft 1on1 agendas and messages, and think through challenging feedback. Now every manager can perform at their best!

Get on the waitlist

Enterprises have trusted WorkBoard with their strategic ambitions and the actions to achieve them for a decade.

 We’ve used AI and machine learning (ML) since 2016 to enable users to chat with the platform, to identify cross functional dependencies, to identify and create action items from meeting minutes, and more.  In 2023, we incorporated generative AI to draft OKRs, distill and distribute progress summaries, translate team reports for global users, summaries learnings from retrospectives, and generate pre-reads for business reviews and executive scorecards.

That innovation and our agents are all designed to elevate managers and teams and accelerate strategy execution.  The advent of more sophisticated LLMs and reasoning allow us to do even more on users’ behalf, freeing them to do more skilled work while relying on the agents to get their jobs done.

WorkBoard is a Workday Platinum Partner

If leader effectiveness is your priority, our agents are your answer.