How to automate check-ins

Save time by pulling data from your tools using API, Zapier and more

Overview

If the metric for an outcome already lives in another tool, connect or send that data to Tability instead of re-entering it for every check-in. The analysis and confidence still add the human context that a metric alone cannot provide.

Available on Plus and Premium subscriptions

Choose an automation method

Use the option that matches where your data lives and how much control you need.

Connect a data source

Use a data source when Tability already supports the system that holds your metric. A connected outcome can fetch the latest value while you create a check-in, and supported sources can also use automatic syncing.

For example, you can:

• track the number of emails logged in HubSpot

• track the number of Jira tickets closed

• use a value stored in a spreadsheet

See Data sources to connect an outcome, then Auto-sync for data sources to schedule supported updates.

Use Zapier

Zapier is useful when you want a no-code workflow between Tability and another app.

See the Zapier integration guide for setup instructions.

Use the Check-ins API

Use the Check-ins API when you need a custom script, an internal workflow, or more control over when updates are sent.

Read our documentation to learn how to use the check-ins API.

Verify the result

After setup, open the outcome and confirm that the latest value and date are correct. Keep ownership of confidence and analysis with the outcome owner so an automated number does not hide context, risks, or next steps.