1.Detect new record in monthly view
Integrate Airtable and record databases to detect new monthly tracker rows and extract record ID and title for mapping.
Update monthly record with linked OKR metrics for review
Automatically monitor new record creation in configured Airtable monthly tracker views and route OKR metrics across review meetings. Create and update when new tracker rows get added or metric lists returnβso you can assemble metrics, attach them to the month record, and prepare reviews without manual reconciliation.
How this automation prepares your review-ready OKR months
When new records get created in the configured monthly tracker view, scattered metrics can slow review prep and cause wrong context. This automation gathers current OKR metric records and updates the month entry with a consolidated metrics listβso your team can review with confidence.
Airtableor swap with your favorite app
2.Calls sub-zap to list OKR metrics
Integrate Sub-Zap by Zapier and reusable workflows to assemble current OKR metric records into one output array.
Sub-Zap by Zapieror swap with your favorite app
3.Updates month record with metrics
Integrate Airtable and database field mapping to update the month record by overwriting its metrics list and related fields.
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.
Trusted by 3.4 million companies
Related automations
- Apps: Zapier Tables, Google SheetsSwap with your favorite apps.
Append new records to OKR reporting sheet
Your KR table entries are siloed, delaying ops visibility and blocking quick adjustments. This sends new records into a shared spreadsheet so program managers can review progress same day.
- Apps: Salesforce, Filter by Zapier, NotionSwap with your favorite apps.
Create goal dashboard entry for upsell wins today
Your upsell closed-won deals often skip the company goals dashboard, causing reporting gaps. It creates standardized goal entries so revenue and program managers have accurate visibility same day.
- Apps: Asana, Formatter by Zapier, Filter by ZapierSwap with your favorite apps.
Create KR task cards from OKR form submissions
Your OKR form responses create inconsistent or unassigned KR entries that slow planning and leave requests untriaged. It creates assigned KR cards so teams can triage before sprint planning.
- Apps: ClickUp, Google Sheets, Filter by Zapier, Code by ZapierSwap with your favorite apps.
Create OKR KPI rows from completed project tasks
Your completed tasks don't reach OKR dashboards, delaying KPI consolidation and causing manual exports. It appends structured sheet rows so project managers have metrics ready before weekly reviews.
- Apps: monday.com, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Create OKR tracker row from board date updates
Your OKR live-date changes can go untracked, leaving reporting owners without a clear event history. This writes a tracker row so program managers see audit-ready context before weekly reviews.
- Apps: Notion, Google AI Studio (Gemini), ChatGPT (OpenAI)Swap with your favorite apps.
Score strategic KR scope and update item record
Your KRs lack a consistent scope score, leaving program leads and support ops without clear prioritization. Get a one-number scope score and single-line note to prioritize before planning.
- Apps: Schedule by Zapier, SlackSwap with your favorite apps.
Send biweekly OKR meeting prep reminder to channel
Your OKR prep messages lack consistent context, so contributors arrive unprepared. This reminder drives concise updates so meeting owners have pre-reads ahead of the session.
- Apps: Schedule by Zapier, Filter by Zapier, SlackSwap with your favorite apps.
Send recurring OKR reminder message to leadership channel
Your leadership channel misses regular OKR updates, causing dashboards and weekly reports to show stale progress. Reminders post during business hours so owners update tables before review.
- Apps: Schedule by Zapier, Formatter by Zapier, GmailSwap with your favorite apps.
Send weekly OKR and initiatives update reminder to owners
Your OKR and initiative trackers go stale without regular owner prompts, creating blind spots in progress reporting. The workflow delivers a weekly reminder email so owners update goals ahead of review cycles.
- Apps: Google Sheets, Filter by ZapierSwap with your favorite apps.
Update central program goals from updated calculator rows
Your program goals sheet falls out of date when calculator rows change, causing planning and coaching gaps. It keeps goal rows current so managers and reps act on accurate targets same day.
- Apps: Tally, Notion, Formatter by Zapier, URL Shortener by ZapierSwap with your favorite apps.
Update key result records from weekly form submissions
Your weekly OKR updates arrive without linked context, leaving key result pages out of date and slowing manager decisions. Get current status and comments for each key result before weekly reviews.
- View all
Explore all OKR & goal tracking automations
Strengthen goal execution with automated progress updates, milestone alerts, and status rollups
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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 β 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
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.