Gtmhub can help you save a lot of time by taking care of the mundane and repetitive tasks and by boosting the consistency, organization and transparency of your OKR process at scale through the Robotic Process Automation (RPA) feature.

This article contains some specific use cases you might find useful in your quest of automating the OKR process. 

If you feel you need more context on the feature itself and how you can use it best to your advantage, read the introductory article on RPA first: Robotic Process Automation (RPA).

Use Cases

If you are looking to bring some consistency to the process with automation have a look at the following RPA set-ups:

  • Notify when an Objective was created without alignment

Alignment is crucial. It promotes transparency and focus and is vital for monitoring your organization's progress. See below how you can set an automation that creates and assigns an "Align your objective" task to the Objectives that have no alignment set:

  • Nurture the best practices adoption

Stay put with the best practices and instill the correct OKR approach by helping your teammates define the right number of Key Results via automation:

  • Anomaly detection: "sandbagging"

A case of beating down the right path with OKRs is "sandbagging". See how you stay in the loop and take action when dealing with abnormally over-performing OKRs:

  • Spot and take action when Objective Aggregated Progress is low

Keeping an eye on your Aggregated Progress is important when identifying which Objectives and Key Results are lagging behind and how well the supporting Objective benefits the main one. See how to set an automation that will help you exactly with that:

The automation results in the following email:

  • When an Objective has been modified, post message on Slack

Consistency depends on timeliness. Set an automation that sends you a message in a specified Slack channel whenever an important Objective has been modified or changed:

Another simple yet powerful instrument, one not to be overlooked are tags. Tags can help you keep your OKRs well-organized and structured, if you want to step up your tagging game with automation, see the following use cases:

  • Tag Objective with specific tag related to phrase or a word contained in the name

Let's assume you would like to track all OKRs related to revenue and tag them automatically with the "revenue" tag. The following automation will tag all OKRs that contain "revenue", "MRR" or "churn" in the Objective name:

  • When Objective reaches X% , use automation to praise

Recognize your teammates' efforts and keep track of the best performing OKRs with this automation, that will tag Objectives above certain attainment percentage with "awesome" tag :

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