Auto-sync for data sources

Record progress automatically from a connected data source

Overview

Auto-sync creates progress updates from a connected data source on a daily or weekly schedule. It is useful when the source value changes frequently and you want the KR history to stay current between human check-ins.

Auto-sync is available on the Premium subscription and during a trial.

Before you start

You need:

• permission to edit the KR;

• a supported data source connected to it; and

• an active plan.

Auto-sync is not available for Link sources or for rollup and milestone KR types.

Enable auto-sync

1. Connect a data source to the KR.

2. Open the KR and click the settings icon in the Data connector section.

3. In the Data source tab, turn on Enable auto-sync.

4. Under Sync interval, choose Daily or Weekly.

Tability will retrieve the source value on that schedule while the plan is active.

Add AI analysis to synced updates

If Tability AI is enabled for your workspace, you can also turn on Enable Tability AI. Tability will analyse the synced progress and add improvement suggestions in a check-in comment.

AI analysis uses 200 credits for each sync. Leave this option off if you only need the progress value recorded.

Automated and human check-ins

Auto-sync does not replace the owner’s review. Tability still sends check-in reminders so a person can explain what changed, confirm confidence and record decisions or risks.

Automated updates appear in the KR history with Tability AI/Tabby as the author. Human check-ins continue to show the person who submitted them.

Sync now or troubleshoot a stale value

To retrieve the current value immediately, open the KR and click the connected source in the Data connector section. The same section shows the most recent sync date.

If a sync is stale or fails:

1. Confirm that the plan is still active.

2. Open the Data source tab and check that auto-sync is enabled.

3. Confirm that the connected account still has access to the selected metric, report, sheet or query.

4. Try a manual sync from the Data connector section.

5. Reconnect the integration or ask a workspace administrator for help if the connector is restricted.

Change or stop auto-sync

Open the KR’s Data source tab to switch between Daily and Weekly, or turn off Enable auto-sync. Turning it off stops future automated updates but does not remove existing check-ins.