WorkBoardAI

Align & Drive Outcomes at AI Speed

by WorkBoard · Performance Management

Executive Summary

WorkBoardAI is an AI-native strategy execution platform covering long-range strategy, OKRs, initiatives, projects, people and skills. Its modules are OKR management, strategic portfolio management and talent management with strategy-aligned performance conversations. Three agents sit on the platform: Portfolio Analyst, Chief of Staff and Leadership Coach. It integrates with tools such as Microsoft Teams, Slack, Jira, Salesforce and Workday, and offers an MCP server and API. The vendor targets large enterprises.

Use Cases

  • Run OKR cycles across the enterprise
  • Manage strategic portfolios and initiatives
  • Prepare 1-on-1s and coaching conversations
  • Automate scorecards and QBR/MBR pre-reads
  • Align company, team and individual goals
  • Analyse manager effectiveness

Features

Visibility

  • Analytics Studio: Our Analytics Studio enables you to create and publish your own bespoke analyses, dashboards, and views of strategy execution and performance data residing in WorkBoardAI.
  • Private Data Lake: Our Private Data Lake continuously pushes your WorkBoardAI data to a private Snowflake instance to support your enterprise data strategy.

Intelligence

  • Chief of Staff agent: Drives team OKRs and outcomes, runs managers' operating cadence, and thought-partners on the strategic topics that move the quarter.
  • Leadership Coach agent: Prepares productive 1-on-1s and difficult conversations, analyzes performance, and assesses skills against results — so leaders walk in ready.
  • Portfolio Analyst agent: Models the path forward, runs exec reporting, and surfaces where execution is stalling — analyzing outcomes, costs, and progress as they move.

Support

  • MCP server: Our MCP Server enables any MCP-compatible AI assistant to connect directly to WorkBoardAI and read and display your strategy and goals data, invoke WorkBoardAI agent skills, and write updates back
  • Enterprise encryption: Data Encryption In-Transit and At-Rest (AES-256)
  • Developer API: Developers can use our RESTful API to quickly write connectors to other data sources

Technical Specifications

Deployment
SaaS
Authentication
OAuth 2.0, Access tokens
API Available
Yes
MCP Server
Yes

Infrastructure

  • Microsoft Azure

Integrations

  • Microsoft Teams
  • Slack
  • Outlook
  • Google Calendar
  • Jira
  • Asana
  • Salesforce
  • Power BI
  • Azure DevOps
  • Monday.com
  • Workday
  • Zendesk
  • Marketo
  • SAP

Security & Compliance

Certifications: SOC 2 Type 2, ISO/IEC 27001

Encryption: Encryption in transit and at rest (AES-256); Bring Your Own Key (BYOK) available

Pricing

Target Customer
Enterprise

About WorkBoard

WorkBoard is a US enterprise software company behind WorkBoardAI, a strategy execution platform that combines OKRs, strategic portfolio management and talent performance tools with AI agents. It acquired Quantive (formerly Gtmhub) in 2025 and serves large enterprises.

Founded: 2013 · Headquarters: Redwood City, CA, USA · Private

Verified sources

Each of these facts was checked against the vendor page linked (2026-11-05).

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