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WorkBoardAI for Copilot

WorkBoardAI for Copilot helps teams align on outcomes and drive fast execution within Microsoft 365 Copilot.

WorkBoardAI for Copilot integrates directly into Microsoft Teams, allowing you to track progress, gain insights, and take action without switching tools. You can create and update work directly from the conversation - set up action items, tasks, workstreams, and business reviews without leaving Microsoft 365.
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Key Features:

  1. Conversational OKR Tracking: Ask Copilot about your Objectives and Key Results (OKRs) and get instant insights from WorkBoardAI – without leaving Microsoft Teams or other Microsoft 365 apps.
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  2. Guided Assistance: Get answers to questions about OKRs or WorkBoardAI, with information sourced directly from the WorkBoardAI Help Center.
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  3. Get Work Done in the Flow: Create action items, tasks, and business reviews - or update existing Key Results - just by asking, inside Teams or Copilot.

How to Use

Installing WorkBoardAI for Copilot

To add the WorkBoard for Copilot agent to your Microsoft Copilot, click "Get agents" in the right-hand sidebar, search for "WorkBoardAI," click on the WorkBoardAI for Copilot card that comes up in the search results, and then click "Add."
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Getting Started with WorkBoardAI for Copilot

When you install the agent, you will see four pre-built prompts you can use for a quick start to the conversation:
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  • Status of My OKRs: Get the latest status of the objectives you own.
    ​(The first time you use this prompt, you will be asked to approve the agent's request to share data from WorkBoard, and then to log in to your WorkBoard to enable the agent to connect from Copilot.)
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    see OKRs.png


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  • I'm new to OKRs: Get information and best practices around Objectives and Key Results to familiarize yourself with the framework.
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    get help on WorkBoard and OKRs.png


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  • I'm new to WorkBoard: Get guidance on getting the best value from WorkBoard features, including OKRs, meetings, scorecards, biz reviews and more.

Once you've engaged the WorkBoardAI for Copilot agent with one of these conversation starters, you can ask follow-up questions about your objectives and key results, create or update work, or get OKR methodology and platform guidance from the agent.
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Examples of What You Can Ask

Beyond the quick-start prompts, you can ask WorkBoardAI for Copilot to look things up and take action in natural language.
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Check on your work:

  • "What's the status of my objectives this quarter?"

  • "Show me my key results and when they're next due."

  • "Which of my key results are behind?"

  • "What KPIs is my team tracking?"

  • "Show me my open action items."

  • "Pull up my team's business reviews."

Take action:

  • "Help me build a Biz Reviews for X initiative"

  • "Add these action items to X workstream"

  • "Suggest a plan of action for how I should organize to achieve X key result create the workstream and actions for me"

  • "Update my 'New signups' key result to 4,200."

  • "Set the confidence on my 'Expand pipeline' key result to medium - we closed two deals this week."

  • "Create an action item to review the onboarding flow, due Friday."

  • "Add a high-priority action item called 'Prep board deck.'"

  • "Mark my 'Draft Q3 plan' action item as done."

  • "Add a comment to my 'New signups' KR that I'm blocked."

The agent confirms the details before making any changes and links you straight to the item.
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Choosing the Right Version

Version

Who it's for

WorkBoardAI for Copilot

Customers on WorkBoard's US service.

WorkBoardAI for Copilot (EU)

Customers with a WorkBoard EU account. If your organization uses WorkBoard's EU service, install this version.

Both versions work the same way - the only difference is which WorkBoard service they connect to. Search for the version that matches your account when installing.

Note: please note that that Microsoft Copilot uses WorkBoard Interaction credits, and requires WorkBoard Intelligent Enterprise.

Appendix: Skills & Capabilities

WorkBoardAI for Copilot can look things up and take action across your OKRs, work, reviews, meetings, and more - just ask in plain language. Anything that changes your data is confirmed with you first.

Your OKRs

  • Review objectives and key results you or your team own, filtered by status, due date, category, or keyword

  • Create a new objective or key result

  • Check a key result's current value against its target and see how it has trended over time

  • Edit a key result's details, or update an objective's name, description, or dates

  • Trace how an objective or key result aligns to higher goals, what it depends on, and how it relates to KRs across other teams

  • Link or remove relationships between objectives and key results

  • Find objectives or key results similar to one you're looking at

  • Review budget, spend, and forecast tied to an objective

  • Update a key result's value, confidence, and narrative

  • Add and review comments on an objective or key result

  • See what custom fields are set up for objectives, key results, tasks, or profiles

  • Close out a completed objective

Tasks & workstreams

  • Find action items and workstreams, and see everything inside a workstream

  • Create one task - or several at once - with an owner, due date, priority, and type

  • Update a task's status, owner, due date, priority, or rating, individually or in bulk

  • Add comments, view comment and change history, or attach links to a task

  • Create a new workstream to organize a body of work

Business reviews

  • Find a business review by name

  • Create a business review and build it out with key result, objective, text, KPI, and workstreams sections

  • Pull the right OKRs, KPIs, and workstreams into each section, or remove them later

  • Write or update executive summaries

  • Rename or restructure an existing review, tray, or section

  • Group reviews into collections

Scorecards

  • Find a scorecard by name or owner

  • Review a scorecard's details, columns, and access list

  • Add, remove, or rename scorecard columns

  • Export a scorecard's contents as a CSV

  • Build a scorecard automatically from a team or result-owner filter, and manage which teams drive it

  • Control whether a scorecard is shared org-wide, and organize scorecards into collections

KPIs

  • Pull up the KPIs you own or co-own, or that a given team is responsible for

  • Create a new KPI and set its monitoring thresholds

  • Review a KPI's configuration, logged data points, latest value, and trend

  • Log a new value against a KPI

  • Update a KPI's details, and add or edit comments on it

OKR planning canvases

  • See the OKR periods (quarters/years) set up for your org

  • Create a new OKR planning canvas for a team and period

  • View the canvases you have access to, and share one with a team

Meetings

  • Find a meeting by name, topic, participant, or date - across WorkBoard, Outlook calendar, and transcripts

  • Look up a meeting's details, attendees, and agenda

  • Add or edit agenda topics and takeaways on a meeting

Feedback

  • Give feedback to a colleague, optionally with a badge

  • Request feedback from a colleague

  • Review feedback you've given or received, and any open feedback requests

  • See the feedback badges available in your org

People & org

  • Look up your own profile or a colleague's

  • See your direct and dotted-line reports

  • View the reporting structure

  • Find the teams you manage

  • Search for people by name or email

Quick links & favorites

  • Get a direct link to any objective, key result, task, workstream, team, KPI, scorecard, meeting, or business review

  • Add an item to your favorites

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