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WorkBoard

Align & Drive Outcomes at AI Speed·workboard.com

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WorkBoard (branded on-site as WorkBoardAI) is a strategy execution and OKR platform that serves as a system of record for company strategy, goals, and outcomes. It uses AI agents — a Chief of Staff Agent, a Leadership Coach Agent, and a Portfolio Analyst Agent — to help managers align teams, run OKR cycles, and track strategic initiatives. The platform connects strategy pillars, outcomes, initiatives, funding, OKRs, teams, skills, and projects in a single knowledge graph, and automates reporting such as QBRs, MBRs, and scorecards.

What it's for

Aligning OKRs across the enterpriseStrategic portfolio and scenario planningAutomating QBR, MBR, and scorecard preparationGenerating agent-created dashboards and reportsPreparing 1-on-1 agendas and coaching guidanceDrafting and delivering employee kudosAnalyzing employee performance against goalsCareer and skill planning for employeesImproving team dynamicsConnecting individual and team goals to company strategy

Features 20

  • 1-on-1 agenda and coaching preparation
  • Agent-orchestrated OKR cycle across the enterprise
  • Automated generation of MBRs, scorecards and QBR materials
  • Bring Your Own Key (BYOK) encryption option
  • Career and skill planning recommendations
  • Chief of Staff Agent for manager operating cadence
  • Data encryption in transit and at rest (AES-256)
  • Employee performance analysis against OKRs and goals
  • Enterprise Knowledge Graph linking strategy, outcomes, initiatives, funding, OKRs, teams, skills and projects
  • Instant agent-generated dashboards and analyses
  • Kudos drafting and delivery based on OKRs and work activity
  • Leadership Coach Agent for coaching and feedback
  • Native integrations with business and collaboration tools
  • Outcome-driven meeting agenda generation
  • Portfolio Analyst Agent for investment and outcome insight
  • Pre-built connectors for spreadsheets and CSV data
  • RESTful API for custom connectors
  • Secure SSO integrations
  • Strategic portfolio and multi-variable scenario planning
  • User account management via HRIS integration

At a glance

API
TypeWeb app
DeploymentCloud
Forenterprise companies, business leaders, HR leaders, CEOs, managers
CompanyWorkBoard Inc.

Integrations

Microsoft TeamsSlackOutlookGoogle CalendarPowerBISalesforceAzure DevOpsMonday.comJiraExcelGoogle SheetsZendeskMarketoSAPWorkdayAsana

Complianceself-reported

SOC 2ISO/IEC 27001GDPR

Resources

Pricing

No pricing plans or figures are published on the site; access is offered via a sales demo ("Get a Demo" / "Book a Demo"). Agent-based API access requires an active platform subscription and Agent-Tier API licenses or equivalent AI credit allocation.

Last checked 20 days ago·