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.
Key Features:
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.
Guided Assistance: Get answers to questions about OKRs or WorkBoardAI, with information sourced directly from the WorkBoardAI Help Center.
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."
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:
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.)
I'm new to OKRs: Get information and best practices around Objectives and Key Results to familiarize yourself with the framework.
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.
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.
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.
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, and reviews — 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, or category
Check a key result against its target and see how it has trended over time
Trace how an objective or key result aligns to higher goals and what it depends on
Review budget and spend tied to an objective
Update a key result's value, confidence, and narrative
Add comments to an objective or key result
Tasks & workstreams
Find action items and workstreams, and see everything inside a workstream
Create a task with an owner, due date, and priority
Update a task's status, owner, due date, or priority
Add comments or attach links to a task
Create a new workstream to organize a body of work
Business reviews
Create a business review and build it out with key result, objective, and text sections
Pull the right OKRs into each section
Write or update executive summaries
Rename or restructure an existing review
Group reviews into collections
Scorecards & KPIs
Find a scorecard by name or owner
Pull up the KPIs you own or co-own
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
Get a direct link to any objective, key result, task, workstream, or team