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Goal-setting AI

Overview

Tability comes equipped with the ability to generate a full set of OKRs from a prompt, using an integration with OpenAI. You can also use our goal-setting AI to get feedback on the OKRs that your team has written while creating your plan.

How to use the Goals Generator

To use the goal generator from an existing plan:

  1. Go to your plan and click the Edit Content button.

  2. Scroll to the bottom of your plan and click on the Generate goals using AI button.

  3. The AI will suggest a goal automatically based on the other content in the plan. Feel free to ask it to give you a different suggestion.

  4. If you're happy with the results, tell the AI to add these goals to your plan. If not, you can chat with the AI to refine your suggestion:

To use the goal generator in a new plan:

  1. Go to the Plans via the left-side navigation and click the blue Create a New Plan button.

  2. Click on Chat with our AI on the right.

  3. Give the AI an overview of what you'd like to work on. The more context you give, the better the suggestion will be. If you're not sure, ask the AI for ideas on what to work on.

  4. If you're happy with the results, tell the AI to add these goals to your plan. If not, you can chat with the AI to refine your suggestion.

Use AI feedback

To use AI feedback for an existing plan:

  1. Go to your plan and click the Edit Content button.

  2. Click on the purple Generate analysis button on the right side under AI feedback.

  3. Click on each suggestion. If you're happy with the suggestion, click Update Objective/Key Result. If not, click Dismiss.

To use AI feedback in a new plan:

  1. Go to the Plans via the left-side navigation and click the blue Create a New Plan button.

  2. Add your OKRs through import, using the goal-setting AI, or by manually writing them

  3. Click on the purple Generate analysis button on the right side under AI feedback.

  4. Click on each suggestion. If you're happy with the suggestion, click Update Objective/Key Result. If not, click Dismiss.

Integration and access to OpenAI is active by default. I f you would like to turn this feature off for security reasons see OpenAI integration

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