Let Claude AI write, review, and
progress your OKRs — inside Profit.co
Stop writing OKRs from scratch. Claude AI generates, scores, and summarises your goals directly inside Profit.co — so your team spends time executing, not formatting.
Rated 4.7/5 by 500+ Strategy Leaders on
Why integrate
What you can do with Claude AI + Profit.co
Generate OKRs in seconds
Paste your strategy into Claude AI and get fully-formed, scored OKRs for every team in seconds. No blank-page problem, no back-and-forth about wording.
Instant progress summaries
Claude AI reads your check-in data and writes a plain-English summary of where each OKR stands. Leadership gets the picture in 30 seconds — not a 40-tab spreadsheet.
Catch risks early
Claude AI flags key results falling behind and explains why — pulling from check-in notes, task data, and team comments. Fix the problem in week 4, not week 12.
Already using Anthropic’s Claude AI?
Connect it to Profit.co in under 10 minutes — no developer required.
Data access
What Claude AI can access in Profit.co
OKR Data
Active Objectives, Key Results, current scores, and check-in history — so Claude AI can generate contextually accurate OKRs and assess progress against what your team has already committed to.
Check-in Notes & Progress Updates
Qualitative updates and quantitative scores from each OKR cycle — enabling Claude AI to summarise blockers, identify patterns, and write progress narratives grounded in real team data.
Team & Organisational Structure
Department and team hierarchy from Profit.co’s org chart — so Claude AI generates cascaded OKRs that align from company level to individual contributors without manual reformatting.
Why bring Claude AI into your OKR process?
Profit.co makes OKR management structured and measurable — but writing the OKRs, keeping them updated, and summarising progress still takes hours most teams don’t have. When connected to Profit.co, Claude AI reads your strategy documents, generates fully-formed OKRs in seconds, scores each key result for quality before the quarter starts, and turns raw check-in data into clear narratives your leadership can act on. Teams using Profit.co’s AI Agents already see OKR quality improve by 40% — Claude AI compounds that with on-demand writing and reasoning across every stage of your OKR cycle.
Getting started
Set up in 3 steps
No developer required. You’re live in under 10 minutes.
1
Enable in Settings
Go to Settings → Integrations → Connectors and enable the Claude AI toggle. Only Super Users can enable integrations — check with your Profit.co admin if you don’t see this option.
2
Authenticate with your Anthropic API Key
Head to Preferences → Integrations and click “Connect to Claude AI.” Paste in your Anthropic API key, give the connection a name, and hit Create. Claude AI is now securely linked to your Profit.co workspace.
3
Use Claude AI across your OKR workflow
Select “Generate with AI” on any OKR, check-in, or progress report. Claude AI reads your Profit.co data and produces a draft instantly — ready to review, edit, and publish without starting from scratch.
Enterprise grade security
Keep your company’s data secure and compliant with industry-leading security standards and certifications.
Have questions?
We got answers.
Yes. The Profit.co and Claude AI integration is built directly into the Profit.co platform via Anthropic’s API. You connect using your Anthropic API key — no third-party middleware is required. Once connected, Claude AI is available across OKR authoring, progress summaries, and performance review drafting.
Yes. Select “Generate with AI” on any Objective and Claude AI will generate a full set of Key Results based on your team’s strategic context, existing OKR history, and org structure. You review and edit the output before publishing — Claude AI drafts, you decide.
Claude AI can access your active OKRs, Key Result scores, check-in notes, team hierarchy, and progress history within Profit.co. It only reads data you have permission to access — no data is shared with Anthropic’s training pipeline.
Claude AI is available in OKR authoring, OKR quality scoring, progress summarisation, self-assessment drafting, manager assessment drafting, and board report generation. It integrates with the same features powered by Profit.co’s 16 native AI Agents.
Connecting Claude AI to Profit.co requires an Anthropic API key, which is billed separately by Anthropic based on usage. The Profit.co integration itself is available on all paid plans. You can explore it during your free 30-days trial — no credit card required to start.
No. Setup takes under 10 minutes and requires no code. You need your Anthropic API key (available from console.anthropic.com) and Super User access in Profit.co to enable integrations.
Profit.co’s 16 AI Agents are purpose-built for specific OKR and performance workflows — they run automatically on your data without any prompt from you. Claude AI adds on-demand reasoning and writing capability — you trigger a generation task and it responds using your Profit.co context. The two work together to cover both automated and interactive use cases.
Yes. Profit.co is SOC 2 Type II certified and GDPR compliant. Data passed to Claude AI is processed via Anthropic’s API under enterprise data handling terms — it is not used to train Anthropic’s models. All data is encrypted in transit and at rest. Review the full security overview at profit.co/data-security.
Can’t find your answers?
Get in touch with us we are happy to assist you!
Other AI & automation integrations
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Connect OpenAI’s GPT models to Profit.co to generate OKR drafts, summarise team progress, and surface strategic insights directly inside your goal management workflow.
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Slack
Receive OKR check-in reminders, progress alerts, and weekly goal summaries directly in Slack. Keep your team aligned without switching between tools.
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Zapier
Build no-code automations between Profit.co and 5,000+ apps. Auto-create OKR check-ins from form submissions, CRM updates, or any trigger in your tech stack.
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Salesforce
Pull live Salesforce pipeline and revenue data directly into Profit.co Key Results. Sales OKRs update automatically as deals close — no manual check-ins needed.
Learn more →Make Claude AI part of how your
strategy gets executed
Join 1,500+ companies who use Profit.co to align teams around the goals that matter most.
