Automation
Quarterly Report Automation
Scheduler
Automatically executes actions when the set time is reached.
Get Records
Retrieve several records from a specified database, based on a view or filtering criteria.
Send Report
Generate a report and send it to specified members or groups.
Database
OKRs - Participants
Name
Member
Role
Objectives
Team
KeyResults
Database
Objectives
Objectives
Time
Responsible Person
Role
Team
Overall Rating
KeyResults
OKR Assessment Deadline
View
Objectives - Current Quarter View
When "Objectives" is on or after… "Today"
Database
KeyResults
KeyResults
Confidence Index
Achievement Rate
KR Scoring
Responsible Person
Time
Objectives
Report
Report
Quarterly completion of OKRs for each group
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