Course 7: Automate your updates

Tability works best with team members giving update that include the details that haven't shown up in the data yet. We want to unlock what the team knows and see hurdles and blockers before they stop our progress, all by getting confidence and analysis from them.

But that doesn't mean we can't automate the process to make it easier and add additional data.

We can add data connectors in the upper right corner of a key result to set up integrations. Select the tool you'd like to connect to, then tell us where the data is located, and when the team goes to create a check-in, their metric will be updated for them automatically.

We can also set up the automation to sync progress at a regular interval. Either daily or weekly, we can automatically update the metric for your key result.

And as long as your team is doing their own check-ins with details, we can add some deep analysis with Tabby AI. Tabby AI will look at the previous check-ins, along with if we're accelerating or decelerating in progress, plus how much time is left in the quarter (or year). Tabby AI will then write a full update with confidence and a summary of progress, alongside ideas for how to maintain momentum or get back on track.