WorkBoardAI Agent for Copilot integrates seamlessly into the Microsoft environment, allowing users to view, update, and incorporate their WorkBoard OKRs directly from Microsoft Copilot across various Microsoft 365 applications. Users can query Copilot for OKR status in chat, receive recommendations for addressing risks and improving progress, and retrieve specific OKR or key result history while working in Word or PowerPoint. The agent also provides coaching for new OKR and WorkBoard users. It offers full access to WorkBoardAI within Microsoft Teams, delivering AI-generated weekly progress summaries and update nudges, enabling users to get facts and data via chat, and navigate the entire application without leaving Teams. The software facilitates smart, focused meetings and reviews by generating smart agendas and simplifying business reviews, ensuring participants are prepared with clear agendas and progress updates. It empowers participants to contribute to fruitful discussions around key results, eliminates unfocused status update meetings, and displays OKRs prominently during 1:1s and business reviews. Simplified business reviews reduce preparation time and increase confidence in data integrity through real-time results and insights. Action items can be assigned during meetings for clear tracking of next steps. Power BI views can be integrated into business review trays for interactive operational data display. WorkBoardAI automates helpful reminders for strategic priority calibration and result celebration within Teams, systematically requesting progress updates to ensure KRs are current and priorities are visible. This automation reallocates time and resources towards driving strategic results, nudges team members for faster decision-making, and reinforces contributions to objectives. It helps build healthy rituals within Teams to foster alignment, accountability, and focus across the organization. WorkBoardAI distills progress into actionable summaries delivered within Teams, instantly creating summaries for scorecards and business reviews, and scheduling executive briefings. Summaries can be published to team pages, business reviews, scorecards, Teams channels, PowerPoint, and Excel. It offers seamless integrations with other Microsoft tools, including Azure DevOps for automatic key result updates, Excel, Power BI, and Planner. Outlook calendar integration supports asynchronous collaboration and capturing meeting takeaways. Scorecards can be exported to PowerPoint as editable tables. WorkBoardAI is available on the Microsoft Azure Marketplace with MACC eligibility, allowing enterprises to purchase it using committed cloud spend and streamline procurement.

Features & Benefits

• AI-Powered OKR Management: Integrates OKR management with Microsoft Copilot and Teams for seamless updates and status checks.
• Smart Meeting & Review Optimization: Automates smart agendas and simplifies business reviews to reclaim calendar time.
• Automated Progress Tracking & Communication: Automates reminders for strategic calibration and result celebration within Teams.
• Seamless Microsoft Integrations: Automatically updates key results from Azure DevOps, Excel, Power BI, and Planner.
• Azure Marketplace Availability: Purchasable via Azure Marketplace with MACC eligibility, optimizing budgets.