Company goals every person works toward, carried by their agents
Set one common goal for the whole company and hand personal goals down to the people who need their own. Every AI project manager in every agentic room is given the goal that applies to the person it is working for — and plans, prioritises and proposes with it in mind.
Company goals
Northwind Labs
Common goal
Grow recurring revenue 40% this year while keeping customer churn under 3%.
Set by Ravi
Employee goals
AI project manager
Working with Priya S · any agentic room
Goal for this run
Ship self-serve onboarding by Q3 so new accounts go live without a call.
Set by Ravi
One goal per run. Plans, priorities and suggested next steps are chosen to move it forward.
One goal, held on every turn
A goal is the standing objective behind everything the agent plans, executes and generates — present in every conversation, every day.
- 01
Exactly one goal, already resolved
A person’s own goal replaces the common goal for them, so the agent works from one clear objective.
- 02
Steers plans and next steps
When it plans, prioritises, drafts tasks or suggests what to do next, the agent picks the option that moves the goal forward — and says how, when that is not obvious.
- 03
Flags the tension and keeps going
If someone asks for work that pulls against the goal, the agent does it and flags the conflict in one line, working quietly from the goal you set.
Goals handed down by the people who lead
Company goals sit in company settings beside policies, memory and workflows — what the agents in your office work toward and within.
A common goal
One line that sits over the whole company and applies to everyone without a goal of their own, with the name of whoever set it.
Personal goals
Give a person their own goal and it replaces the common goal for them, in every agentic room they work in.
Reporting heads set their team’s
A reporting head can set their own goal and the goals of everyone under them — direct reportees and the teams under their sub-heads.
Pick by department or head
Choose people one by one, or select a whole department or a reporting head’s team, and write the same goal onto each of them at once.
Drafted with AI
Describe what you want — “we need to 2x revenue every quarter” — and the AI drafts one clean goal line for you to approve or reword before it is saved.
Everyone can see theirs
Every member opens Company goals from the company menu to read their own goal and the common goal, along with who set them.
Describe the outcome, approve the line
A leader describes the goal, the AI drafts it, and the approved draft is saved — every goal written with care.
Describe it in plain words
Write what you are after the way you would say it. The draft comes back as one short line, up to 500 characters.
Reword until it is right
Change the description and draft again, or reword an existing goal — the new draft is a revision of the current line.
Choose who it is for
Save it as the common goal, or pick the people it applies to — individually, by department or by reporting head.
Goal admins
Owners and admins can appoint goal admins who set the common goal and anyone’s goal. Only owners and admins can appoint them.
Describe the goal
we need to 2x revenue in the west region this year, mostly from mid-market
Who this goal is for
Riya N’s team selected — the same goal is written onto each person.
From a goal to the work that moves it
A goal is set once in company settings and then shapes what the agents in every room plan and produce.
Set the common goal
An owner, admin or goal admin drafts the goal the whole company works toward.
Hand down personal goals
Leaders and reporting heads give the people under them a goal of their own where it differs.
The agent plans toward it
The room’s AI project manager is given the goal that applies and steers its plans and proposals by it.
Work lands as tasks
Sprints, to-do lists and next steps the agent drafts are chosen to move the goal forward.
Who runs on Company goals
One direction for the whole office
A common goal for the year that every agent in every room works toward, without anyone restating it in each conversation.
Team targets from the team head
A sales head gives their reportees a regional goal, so the agents working with that team prioritise the pipeline it depends on.
Goals run by someone who is not an admin
An operations lead appointed goal admin keeps the company’s goals current without being handed company admin.
One company, one office, one shared state
Company goals, answered
No. A goal is handed down: company owners and admins, goal admins and reporting heads set goals. Every member can read their own goal and the common goal from the company menu.
The personal goal. It replaces the common goal for that person, so the agent works toward one objective rather than several competing ones.
Company goals come with AI Office Pro and Enterprise, alongside company memory. Your company owner or admin turns them on in Company settings.
In the agent that runs in your agentic rooms, and in the AI that writes notes, to-do lists and meeting agendas for a person, so what it produces points at the goal that applies to them.
Each AI draft uses agent credits, measured by the size of the request. Reading goals, saving an approved draft and removing a goal use none.
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