Overview
The Workpath AI Companion is a smart assistant in your sidebar that supports you throughout the full planning and execution cycle. It does more than answer questions. It can consolidate, structure, and prepare information to support decision-making. It can also take over many steps you would otherwise perform manually in Workpath.
What you can use the AI Companion for
🧭 Planning: OKR drafting and next steps
In drafting, the Companion acts like a coach. It guides you through writing OKRs, asks the right follow-up questions, and turns unstructured input into clean drafts.
Typical use cases:
- Draft OKRs (Objectives + Key Results) from text, ideas, or priorities
- Import OKRs from documents: Automatically draft and bring goals into Workpath from Excel, PDF, or other files by simply sharing the document in the chat
- Review and improve existing goals (outcome-oriented, measurable, clear)
- Derive an action plan from OKRs (initiatives, next steps, ownership)
- Use relevant context, such as:
- organizational priorities
- past goals
- team focus
- cycle context
- attached documents
🔗 Planning: alignment & synergies
Next, the Companion helps connect your drafts and unlock cross-team synergies. Based on available data, it can surface overlaps and dependencies and turn them into actionable alignment recommendations.
Typical use cases:
- Prepare alignment (connect goals to top-level priorities)
- Identify stakeholders needed for execution
- Spot synergies (teams working on similar topics or with prior experience)
- Make dependencies visible that could cause execution issues later — including Strategic Elements such as risks, assumptions, and opportunities that affect goal execution
- Connect KPIs to strategy — link org-wide or team-scoped KPIs to Goals and Key Results to keep leading indicators visible during planning
📊 Execution: combine context, understand risks, prepare meetings
In execution, the focus is information preparation. The Companion can summarize progress, updates, notes, and context so you quickly see what needs discussion and decisions.
Typical use cases:
- Why is something off track? (root-cause view across KRs, updates, notes, dependencies)
- Create a meeting agenda for check-ins, reviews, or exec sessions
- Draft memos you can email to participants
- Guide the meeting by walking through key problems and decisions
- Summarize status and context so everyone is aligned
What the AI Companion can do for you in Workpath
You can ask the Companion in chat to take over tasks such as:
- Draft goals and key results
- Draft initiatives
- Add stakeholders
- Align goals
- Prepare and enter status updates
- Add notes and structure updates
- Create and manage KPIs and Strategic Elements (risks, dependencies, assumptions, opportunities)
Users with a Viewer license can ask questions, get summaries, and analyze data, but cannot make changes. Specifically, they can:
- Ask anything about Workpath, OKRs, and methodology best practices
- Summarize progress, status, updates, and notes
- Get root-cause analysis on why something is off track
- Surface synergies, dependencies, and alignment opportunities (as read-only insights)
- Prepare meeting agendas, memos, and briefings
- Generate PDF and Excel reports/exports from analysis
They cannot create, update, or delete any objects (Goals, Key Results, Initiatives, KPIs, Notes, Strategic Elements, status updates, etc.), since those actions require an edit-capable license.
How to access the AI Companion
- Open AI Companion from the Workpath sidebar.
- Work in the side panel (optional full screen).
- Type your request to get started.
💡 To use page context, include phrases like "on this page", "what I'm seeing", or "right now".
ℹ️ As you move between pages, context updates automatically. Links opened from the chat won't close your conversation.
Additional features
These features support the use cases above and make the Companion faster and more precise:
- 📎 Upload documents (.xlsx, .pdf, .pptx, .csv, .docx) and images (.png, .jpeg, .webp) to enrich context and generate reports
- ✨ Start chats with one click via the ✨ icon next to Goals, Key Results, and Initiatives
- 💾 Save prompts and reuse them as conversation starters
- 🧾 Custom terminology (e.g., Outcomes, Measures, Outputs) across the whole conversation
- 👥 Mention users in Notes to send scalable updates to colleagues
- 💬 Ask anything about Workpath or OKRs — the Companion draws from the Workpath help center, the platform interface and OKR best practice knowledge to answer product and methodology questions, with source links where relevant
✅ Best Practices
- Be specific: Reference particular goals, teams, or cycles for more precise results.
- Use context awareness: Say "on this page" or "what I'm seeing" to work with the current view.
- Iterate before saving: Refine a workflow through conversation, then save it as a starter once you're happy with the output.
- Ask follow-ups: The Companion tracks conversation context — build on previous answers.
- Combine with other AI features: Goal Drafting, Quality Feedback, and Alignment Suggestions work alongside the Companion for end-to-end support.
- Use suggested next actions: After each response, the Companion offers 2–4 contextual action buttons based on what you just did — a quick way to keep momentum without having to think about what to ask next.
❓ Frequently Asked Questions
Q: What data can the Companion access?
A: It accesses your workspace data — teams, Goals, Key Results, Initiatives, KPIs, Notes, and Check-ins — scoped to what you have permission to view. It also reads the real-time context of the page you're on.
Q: Can the Companion take actions, or just answer questions?
A: Both. It can create and update Goals, Key Results, Initiatives, KPIs, Notes, Strategic Elements, and more — all through conversation, with your confirmation.
Q: Can the Companion generate reports?
A: Yes. It can produce PDF and Excel exports of any analysis or summary you've worked through in the conversation. Upload documents, ask for analysis, and export the result.
Q: Are my conversations private?
A: Yes — chat interactions are encrypted, not used to train external models, and comply with Workpath's privacy standards.
Q: Which languages are supported?
A: English and German are fully supported. The Companion detects your language and responds accordingly.
Q: Is the Companion available on mobile?
A: Yes — its responsive design works on mobile, though the desktop experience offers more space and functionality.
Q: How does this differ from other AI features in Workpath?
A: The Companion provides broad, conversational assistance across the full OKR lifecycle. Other AI tools — Goal Drafting, Quality Feedback, Alignment Suggestions — automate specific tasks within the platform and are also accessible through the Companion.
Q: What can the Companion NOT do?
A: It cannot interact with external tools like Jira, Azure DevOps, or MS Planner, and cannot modify account-level settings such as billing or permissions.