Use case
AI Planning and OKR Assistant
An AI assistant that turns your goals into tracked objectives, and keeps everyone current on progress.
Who it's for
Leadership teams who set goals well and then lose track of them between planning sessions.
What the agent does
- Helps turn goals into clear objectives, key results and owners
- Collects progress from the tools your team already uses
- Flags what is behind, blocked or at risk, before the review meeting
- Drafts the monthly progress update for leadership to review
What stays with your people
Leadership sets the goals and makes the calls. The assistant keeps the plan current and the reporting done.
How to get it
Pick the level of help that fits
AI Training
We teach your team to build and run their own AI agents — so the know-how stays in-house.
→02Guided setup
Agent Setup
We set up your first AI agent alongside your team, then hand it over with everything you need to run it.
→03Build
AI Development
We design and build a production AI agent or automation to your requirements, at a fixed price, and hand it over.
→Questions
Do we need OKR software?
No. It can work from spreadsheets, documents and project tools you already have.
Can you facilitate the planning session?
We help your team set it up so the assistant has a clear plan to track. Your leadership team owns the goals.
Who sees the data?
Only the people you choose. It runs on your accounts and permissions.
More
More use cases
Market Intelligence
An AI agent that watches your market and competitors, and turns it into a brief your team reads every week.
→Use caseProspect Research
An AI agent that researches target accounts and drafts account plans, so your team spends its time selling.
→Use caseFinancial Reporting
An AI agent that prepares your monthly reporting and drafts the commentary, for your finance team to review.
→Not sure where to start?
Book a free discovery session. We'll look at your work together and tell you plainly where AI would help — and where it wouldn't.