Introducing AI teammates in Tability

Where agents
become teammates

Set goals. Let agents and humans pick up the work. Stay in control of what matters.

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Tability — Q2 Company Goals
Workspace
All goals
In progress
Agent activity
Teams
Growth
Product
Grow ARR to $4M by end of Q2 72%
⚡ Revenue Agent 👤 Sarah
On track
Reduce churn below 1.5% 48%
⚡ Churn Agent 👤 Marcus
Needs review
Launch 3 enterprise integrations 100%
⚡ Dev Agent 👤 Priya
Done

How it works

Goals for the age of
human-agent teams

Leadership sets the destination. Agents and humans figure out how to get there. You stay in the loop without micromanaging either.

01

Leadership sets clear goals

No more vague mandates. Define what success looks like with measurable outcomes — and let Tability's AI suggest the right key results based on your context.

02

Agents and humans pick up the work

Tasks get assigned to whoever — or whatever — is best for the job. Agents can research, draft, and execute autonomously. Humans stay on decisions that matter.

03

Monitor, report, adjust effort

Weekly digests surface what's working and what's not. Give feedback that redirects both your team and your agents — all in the same place.

AI capabilities

Not just tracking.
Actually helping.

Most goal tools just capture what humans decide. Tability is different — it actively participates in the work.

Goal intelligence

From blank page to
real strategy

Setting good OKRs is hard. Tability's AI reviews your company context and suggests goals that are specific, measurable, and actually connected to your business.

  • Generates key results from your strategic narrative
  • Flags goals that are too vague or too ambitious
  • Suggests what great looks like for your industry
Goal assistant
YO
We need to grow faster in enterprise this quarter. Help me build an OKR.
AI
Based on your current ARR mix (72% SMB), here's a focused enterprise OKR:

Objective Establish Tability as the enterprise goal platform

Key results I'd suggest: land 10 enterprise accounts (>500 employees), achieve NPS >50 in enterprise segment, and reduce sales cycle below 21 days.
YO
The 21-day sales cycle — is that realistic?
AI
Your current average is 34 days. 21 is aggressive but achievable — comparable enterprise SaaS benchmarks sit around 28 days. Want me to adjust to 28 as a stretch target instead?

Agent execution

Agents as teammates,
not just automations

Assign tasks to an AI agent just like you would a person. It picks up the work, runs it to completion, and reports back — no babysitting required.

  • Agents own outcomes, not just tasks
  • Full audit trail of what each agent did
  • Escalates to humans when judgment is needed
Agent activity feed
⚡ Revenue Agent 2 min ago

Analyzed 847 Salesforce records. Found 23 accounts showing expansion signals. Draft outreach ready

⚡ Churn Agent 14 min ago

3 accounts flagged as high-risk (usage drop >40%). Waiting for human review before sending retention offer.

⚡ Content Agent 1 hr ago

Published 4 case studies to the blog. All reviewed and approved by Maya. Goal progress updated: 80% → 100%.

Progress intelligence

Reports that actually
tell you something

Tability reads the signals your team generates — check-ins, agent logs, metric changes — and surfaces the insight that changes your decision, not just a status dump.

  • Weekly summaries written in plain language
  • Early warning on goals drifting off track
  • Recommended actions, not just observations
Weekly digest — Week 12
Goals on track
7
↑ 2 vs last week
Need attention
2
Churn + NPS
Agent tasks done
41
↑ 18 vs last week

⚡ AI insight

Churn goal is lagging because your retention playbook is only running for accounts in the US. 34% of at-risk accounts are in EMEA — no agent is touching them. Suggest: enable Churn Agent for EMEA segment.

Integrations

Give your agents
eyes on your business

Agents can only improve if they see the results of their actions. Connect your tools and close the loop — automatically.

Tability logo
Tability.ai
Salesforce
HubSpot
Google Sheets
Jira
Slack
Linear
GitHub
Amplitude
Step 1 · Act

Agents take action on your goals

Once a goal is set, agents get to work — reaching out to at-risk accounts, publishing content, drafting reports. Real tasks, not just status updates.

Step 2 · Learn

Connectors report back what happened

Every tool your team uses feeds results back into Tability. Agents and humans see what worked and what didn't — not just what was attempted.

Step 3 · Adjust

Effort shifts toward what actually works

Tability surfaces the pattern. Agents recalibrate their approach. Humans redirect focus. The whole team gets smarter each cycle — without a retro meeting.

Also connects with
Microsoft Teams logoMicrosoft Teams Asana logoAsana ClickUp logoClickUp Sentry logoSentry BigQuery logoBigQuery Power BI logoPower BI Tableau logoTableau Zapier logoZapier + 40 more

What teams say

The first tool that feels
like a team member

Your goals deserve
a real team

Not just a spreadsheet. Not just a tracking tool.
A system where agents and humans move toward the same outcomes, together.

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