📘
Tability Guides
Back to the appWebsiteAPILegal
  • About Tability
    • How does Tability work?
    • Navigating your Free Trial
      • Tability Free Trial FAQs
      • Tability Buyer's Guide
      • Tability Basic vs. Premium
    • Download the mobile app
  • Getting Started
    • How to set up your Tability workspace
    • Getting started with Tability for Enterprise
    • Tracking OKRs and tasks with Tability
    • Tability Frequently Asked Questions
  • Tability OKR onboarding
    • OKR implementation planning
    • Top down vs. Bottom up OKRs
    • Aspirational vs. Committed goals
    • Getting good goal updates from your team
    • Running a weekly routine
    • The complete Tability guide to OKRs
  • Features
    • Plans
      • Creating and editing Plans and sub-plans
      • Goal-setting AI
      • Bulk importing plans
      • Plan Score
      • Owners and Contributors
      • Editing outcomes/key results
      • Strategy Map
    • Outcomes/Key Results
      • Finding your goals in Tability
      • Outcome types
      • Outcome relationships
      • Data sources
      • Cascading Map
    • Check-ins
      • Check-ins overview
      • How to create check-ins
      • Using the Check-ins API
      • How to automate check-ins
    • Reporting
      • Presentation Mode
      • Sharing presentations externally
      • TV Mode
      • Workspace Insights
      • Strategy Map
      • Cascading Map
      • Filters
      • Retrospectives
      • Custom Dashboards
    • Standups
    • AI features
      • Coaching AI
      • AI metric detection
      • Goal setting AI
    • Security & Admin
      • SAML SSO - Microsoft Azure Directory
      • SAML SSO - OneLogin
      • SAML SSO - Okta
      • SCIM Provisioning - Okta
      • SAML SSO - Google
    • Workspace Settings
      • Managing users and roles
      • Inviting users
      • Customise the default workflows
      • Customise terms
      • Customising the UI
      • Deleting your workspace
      • OKRs with Tability
    • Account
      • Account settings
      • Deleting your account
  • Integrations
    • Auto-sync for data sources
    • Amplitude
    • Asana
    • BigQuery
    • ChartMogul
    • ClickUp
    • Confluence
    • Gitlab
    • Github
    • Google Sheet
    • Google Integrations
    • Hubspot
    • Jira
    • Linear
    • Microsoft Teams
    • OpenAI
    • Power BI
    • Salesforce
    • Tableau
    • Slack
    • Zapier
  • Other
    • How to get more AI credits
  • Support
Powered by GitBook
On this page
  • Overview
  • Use the check-ins API
  • Automate check-ins with Zapier
  • Automate check-ins with data connectors

Was this helpful?

  1. Tutorials
  2. Track progress with check-ins

Automate check-ins

Save time by pulling data from your tools using API, Zapier and more

Last updated 1 year ago

Was this helpful?

Overview

A simple way to save time during the check-ins process is to use our integrations to automatically pull data from your tools.

Available on Plus and Premium subscriptions

Use the check-ins API

If you're feeling like coding a bit, you can use the check-ins API to send data to our outcome/key results remotely via script.

Automate check-ins with Zapier

Zapier allows your to connect Tability to 1,000+ apps.

SeeZapier for a tutorial on how to set up the integration

Automate check-ins with data connectors

Tability can connect to your tools and automatically pull data to use in your check-ins.

For instance you can:

  • Automatically track the number of emails logged in Hubspot

  • Track the number of Jira tickets closed

  • Extract the value from one of your spreadsheets

See Data sources to learn how to connect a goal to an external data source. Then read Auto-sync for data sources to see how you can enable auto-sync.

to learn how to use the check-ins API.

Read our documentation