5 Ways to Import Your Existing OKR Plans into Profit.co Using AI

From Excel spreadsheets to screenshots of whiteboards — a step-by-step guide to bringing your plans into Profit.co without manual re-entry.

The Manual Entry Problem

You’ve built your OKR plans. They’re sitting in a Google Sheet, an Excel workbook, a slide deck, or maybe even a whiteboard photo someone took at the last offsite. The targets are clear. The weekly breakdown is done. The team has agreed on the numbers.

Now you need to get those plans into Profit.co — and the traditional approach is to open Modify Plan, click each row, type each number, and repeat for every Key Result. For a team with 15 KRs, each with 13 weekly check-ins, that’s 195 individual cell entries. For a department with 60 KRs, it’s nearly 800.

This is the number one complaint from organizations migrating to Profit.co from spreadsheets or other OKR tools: the plan data exists, but there’s no way to transfer it without manual re-entry. The AI-powered import solves this. Here are five ways to get your existing plans into Profit.co in seconds, not hours.

Way 1: Paste from a Spreadsheet

Best for: Google Sheets, Excel Online, desktop Excel

This is the fastest method for teams that already have plan data in a spreadsheet. The workflow is copy, switch to Profit.co, paste.

Step by Step

1. Open your spreadsheet and select the cells containing your plan data. This should include the date column and at least one value column (target, incremental, or both). Headers are helpful but not required.

2. Copy the selection (Ctrl+C or Cmd+C).

3. In Profit.co, open the Key Result and click Modify Plan, then click the Import with AI button.

4. In the AI conversation panel, click the Paste Data chip. A paste zone activates. Press Ctrl+V or Cmd+V to paste your data.

5. The AI assistant shows a preview: “I found 13 rows of weekly data. The dates range from January 5 to March 31. The target column ramps from 0% to 100%. Does this look right?”

6. Confirm, and the plan table populates with the imported values. Review, adjust any cells if needed, and click Update.

Tips for Best Results

• Include headers. If your spreadsheet has column headers like “Date,” “Target,” or “Incremental,” the AI uses them to map columns correctly. Without headers, it infers from data patterns.

• Dates should be recognizable.Standard formats like MM/DD/YYYY, YYYY-MM-DD, or “Jan 5” all work. Avoid ambiguous formats like 01/02 (is that January 2nd or February 1st?).

• Paste only the plan data. Don’t paste the entire sheet with titles, totals, and blank rows. Select just the rows and columns that contain the plan.

Way 2: Upload an Excel or CSV File

Best for: Teams with dedicated planning workbooks or exported files from other tools

If your plan lives in a file — an Excel workbook with multiple sheets, a CSV export from another OKR platform, or a budget file with embedded targets — you can upload it directly.

Step by Step

7. In the AI conversation panel, click Upload File. The system file picker opens, filtered to .xlsx, .xls, and .csv formats.

8. Select your file. The file name appears as a chip in the input area.

9. Optionally, add a text instruction alongside the file: “Use the ‘Weekly Targets’ sheet” or “The target column is labeled ‘Cumulative %.’” This helps the AI navigate complex workbooks.

10. The AI parses the file, identifies the relevant data, and presents a preview with a confidence score.

11. Review the mapping. If the AI chose the wrong column or sheet, tell it: “Use column D, not column C.” It reprocesses and updates the preview.

12. Apply to the plan table, review, and save.

What the AI Handles Automatically

• Multi-sheet workbooks. The AI scans all sheets and identifies the one most likely to contain plan data based on column headers and data patterns.

• Mismatched date formats.Even if your file uses a different date format than Profit.co’s check-in dates, the AI maps them to the nearest check-in period.

• Extra columns.If your file has columns for notes, owners, or status alongside the target data, the AI ignores them and extracts only the plan values.

• Cumulative vs. incremental.If your file has cumulative targets (0, 10, 25, 45, 100) but the plan table needs incremental values, the AI converts automatically.

Way 3: Upload a Screenshot or Image

Best for: Plans in other OKR tools, printed documents, whiteboard photos

Sometimes the plan data isn’t in a file you can export. It’s on a screen in another tool, on a printed page from last quarter’s planning session, or on a whiteboard someone photographed. The image import handles all of these.

Step by Step

13. In the AI conversation panel, click the Screenshot chip. This opens the file picker filtered to image formats (.png, .jpg, .jpeg, .webp, .heic). On mobile, it also offers the device camera.

14. Select or capture the image. It appears as a thumbnail in the conversation thread.

15. The AI’s vision model analyzes the image, extracts any tabular data it finds, and presents a structured preview.

16. The assistant reports what it found: “I extracted a table with 12 rows. The dates appear to be monthly from January to December. The target values range from 5,000 to 120,000. Confidence: 87%.”

17. If the extraction is incomplete or incorrect, you can clarify: “The third column is the target, not the second” or “Those are quarterly totals, not monthly.”

18. Apply, review, and save.

Tips for Best Results

• Capture clearly. Ensure the table is fully visible, well-lit, and not at an angle. Cropping to just the table area improves accuracy significantly.

• Higher resolution helps.A screenshot at native resolution is better than a phone photo of a laptop screen. If you’re capturing from another tool, use your operating system’s screenshot function rather than a camera.

• Handwritten tables work, with caveats. The AI can read neatly handwritten numbers, but legibility matters. If confidence drops below 70%, the assistant will flag specific values it’s uncertain about and ask you to confirm.

Way 4: Describe the Plan in Natural Language

Best for: Creating new plans from scratch, or when you know the shape but don’t have a file

You don’t always have a spreadsheet or screenshot. Sometimes you know the plan in your head: “Linear growth from 0 to 100 across the quarter” or “Flat at 10% for January, then ramp aggressively to 80% by end of February, then coast to 100% in March.” The AI assistant turns these descriptions into structured plans.

Step by Step

19. In the AI conversation panel, type your plan description in the text field. Be as specific as you want — the AI works with both precise instructions and general shapes

20. The AI generates a complete plan based on your description, the KR’s From/To range, and the check-in dates. It presents the result as a preview.

21. Iterate if needed: “Make February steeper” or “Keep the first two weeks at zero.” The AI adjusts and re-previews.

22. Apply, review individual cells if needed, and save.

Way 5: Modify an Existing Plan with Conversational Commands

Best for: Mid-quarter adjustments, redistributing targets, fine-tuning

This method isn’t about importing from scratch — it’s about modifying a plan that already exists in Profit.co. When conditions change and you need to adjust your distribution, conversational commands let you describe the change in plain language instead of editing cells one by one.

Step by Step

23. Open Modify Plan. Your existing plan loads in the table.

24. Click Import with AI. The conversation panel opens, and the assistant acknowledges your existing plan.

25. Type your modification command: “Shift 15% of the February target into March” or “Double the pace for the first four weeks.”

26. The AI recalculates and shows a diff view: old values struck through, new values in blue.

27. Iterate if needed, then save.

Your Situation	Best Method
Plan is in Google Sheets or Excel, open on your screen	Way 1: Paste from spreadsheet
Plan is in a file you can download (.xlsx, .csv)	Way 2: Upload file
Plan is visible in another tool, a printout, or a whiteboard	Way 3: Screenshot / image
You know the plan shape but don’t have data yet	Way 4: Natural language description
Plan exists in Profit.co but needs mid-quarter adjustment	Way 5: Conversational commands
Migrating 50+ KR plans from another platform	Way 2 (bulk) combined with Way 1 for exceptions

You can combine methods in a single session. Start with a file upload to get the base plan, then use a conversational command to fine-tune: “The file was close, but make March more aggressive.” The AI preserves the uploaded values and adjusts only what you ask.

Common Questions

• What if the AI gets it wrong?

  Every AI-generated value is previewed before it’s applied. You always see the numbers before they’re saved. AI-generated cells are highlighted with a blue background and a sparkle icon, so you can instantly tell which values came from the AI and which you entered manually. Click any cell to override it.

  
  

• What if my data has more rows than my plan has check-in dates?

  The AI maps your data to the nearest check-in periods. If your spreadsheet has daily values but your plan is weekly, the AI aggregates daily values into weekly totals. It shows you the mapping and asks for confirmation before applying

  
  

• Can I import plans for multiple KRs at once?

  The current AI import works one KR at a time — you open Modify Plan for a specific Key Result and import its plan. Bulk import across multiple KRs is on the roadmap. In the meantime, the paste method is fast enough that importing 10–15 KR plans in a single session is practical — most take under 30 seconds each.

  
  

• Is the AI conversation saved?

  No. The conversation exists only for the duration of the Modify Plan modal session. When you close the modal, the conversation is discarded. Only the final plan values are persisted. This keeps your workspace clean and ensures no sensitive planning discussions are inadvertently stored.