Plan and align your strategy with Zapier
Strategy and planning automation connects your tools and triggers workflows across strategic planning, OKR and goal tracking, risk management, competitive intelligence, and market intelligence.
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Strategy and planning automation connects your tools and triggers real-time actions across competitive intelligence, strategic planning, market intelligence, and risk management. Build workflows that eliminate manual work and keep your operation running without constant oversight.
Market intelligence
Sharpen market visibility with automated signal tracking, competitor alerts, and insight routing
Competitive intelligence
Strengthen competitive intelligence with automated signal tracking, competitor alerts, and briefing updates
OKR & goal tracking
Strengthen goal execution with automated progress updates, milestone alerts, and status rollups
Risk management
Reduce risk exposure with automated threshold monitoring, incident alerts, and mitigation tracking
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Transform your strategy planning with Zapier
Unlock sharper strategy planning with Zapier. Track goals, monitor market signals, and surface planning risks—and that’s just the start.
Strategic planning
Plans that stay current
Automate planning inputs, approvals, and updates across your strategy process. Route decisions from Slack, Notion, and Google Sheets into live planning records, so executives work from current priorities.
Planning intake workflows
Capture planning requests from forms or spreadsheets and route them into Notion or Google Sheets, so strategy inputs arrive organized and ready to review.
Strategic approval routing
Send proposed initiatives to the right approvers in Slack or Gmail, then log decisions automatically so planning cycles keep moving.
Roadmap update alerts
Alert leaders when roadmap dates, owners, or priorities change, so strategic planning stays current without manual follow-up.
Executive planning dashboards
Update executive views in Google Sheets or Notion as plans change, giving leadership a current picture of priorities and progress.
Scenario review reminders
Trigger reminders before review meetings, collect updates from owners, and keep scenario planning on schedule with less chasing.
How it works
Strategy and planning automation connects your tools, detects planning changes and strategic signals, and triggers workflows automatically. Track goals, risks, and market shifts in real time—without manually compiling updates.
Step 1
Connect your tools
Integrate platforms like Slack, Notion, Google Sheets, analytics tools, and planning systems to centralize strategy data.
Step 2
Define triggers
Set conditions for goal changes, risk signals, market shifts, planning milestones, or competitor moves.
Step 3
Automate & measure
Send alerts, create reports, update trackers, and continuously track strategic execution improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.