WorkBoard
Enterprise strategy execution and OKR platform.
- Category
- Productivity & Collaboration
- Type
- OKRs & goals
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0, Access token
02Data
What you can sync.
- Objectives
- Key results
- Teams
- Action items
- Users
Bring WorkBoard objectives into your Lake and ask an AI Mind where work is stuck and why.
Need more? Name any other WorkBoard data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
- An access token
WorkBoard uses OAuth 2.0 (client ID, client secret, refresh token) or an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in WorkBoard if you need help.
04How it works
How it works in DataMind.
-
Pick WorkBoard.
Open Lake, pick WorkBoard in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the WorkBoard API docs.
-
Answer a few questions.
The AI reads the WorkBoard documentation, then asks which credentials you will use, which data to sync (for example objectives and key results), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then WorkBoard data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
