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Collaboration Integration

Check in OKRs, update tasks, and get real-time alerts — all from
inside Microsoft Teams

Stop switching platforms to update your goals. Profit.co brings OKR check-ins, task management, and real-time action alerts directly into the Teams workspace your team already lives in.

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Rated 4.7/5 by 500+ Strategy Leaders on

Why integrate

What you can do with Microsoft Teams + Profit.co

Keep your team in Teams — and keep your OKRs moving forward.

Check in OKRs without leaving Teams

Type a single command in the Profit.co chat inside Teams and check in any key result in seconds. Your team stays in the flow of work — no browser tabs, no login loops, no context switching.

See pending actions before they become blockers

Profit.co posts your Action Center items directly into Teams chat on a daily cadence — overdue check-ins, pending reviews, and blocked tasks surface automatically, without anyone having to chase them down.

Run your entire OKR program from Teams

Pin the Profit.co tab inside any Teams channel and access the full platform — create objectives, review progress, and update tasks without ever opening a separate window. Strategy and execution, in one place.

Already using Microsoft Teams?

Install Profit.co from the Teams App Store in under 10 minutes — no developer required.

Start Free — No Credit Card

Data sync

What Profit.co sends and receives from Teams

Profit.co exchanges the following data with your Microsoft Teams workspace.

OKR Check-ins

Perform check-ins on any key result at company, department, team, or individual level using the check-in chat command. Check-in values, status, and comments sync to your Profit.co account immediately.

Task Updates

Update task status from within Teams using the mytask command. Select tasks from your Profit.co account, change their status, and submit — changes appear in Profit.co in real time, visible to your whole team.

Pending Actions & Alerts

View your Profit.co Action Center directly inside Teams using the Pendingaction command. Action Center items also post automatically to your Teams chat on a daily summary cadence — enabled by your Super User in Settings.

Background

Why manage OKRs from Microsoft Teams?

Teams is where your people already are. But it can’t answer the question every leader asks each quarter: are we actually making progress on what matters? OKR programmes stall when check-ins mean opening a separate platform — so most teams skip them.

Profit.co removes that friction. Check in with a single chat command, update tasks without switching windows, and let pending actions surface automatically. You keep Teams. You gain strategic clarity.

Getting started

Set up in 3 steps

No developer required. You’re live in under 10 minutes.

1

Install from the Teams App Store

Open Microsoft Teams, click the Apps icon in the left menu, and search for Profit.co. Select it and add it — the Profit.co icon appears in your left menu bar straight away. Super User access in Profit.co is required to enable the integration for your organisation.

2

Log in with your Profit.co credentials

Click the Profit.co icon to open the chat window. Type Login and press Enter. If you have multiple accounts, select the right one — otherwise Profit.co logs you in automatically. You only need to do this once.

3

Check in your first OKR

Type check-in in the chat and press Enter. Select your OKR level, choose your objective and key result, enter your progress value and status, and click Submit. Your check-in syncs to Profit.co instantly.

View the Full Setup Guide →

Our Customers Are Saying

The impact Profit.co has made on their strategy and execution.

David M

David M

Operations Manager

Springboard Your OKR Tracking to the Next Level

Profit.co takes the time to understand your business needs and then offer solutions on how to best leverage the product to drive your OKRs.

Nellie P

Nellie P

VP, Asia Product Development & Commercialization

Great tool to facilitate achievement

Using Profit.co conveniently provides visibility for our organization to have essential alignment on key objectives.

Ruben R

Ruben R

Director, Carrier Performance

A complete and adaptable OKR software with fantastic support and speedy development cycle

The most impactful feature is the completeness of the suite of interconnecting modules for OKRs, tasks, employee engagement and performance management.

Hana H

Hana H

Digital Health Solutions Territory Manager

A positive experience with Profit.co

It’s an excellent way to view a variety of my goals and progress in any given quarter.

Mark G

Mark G

Vice President of Sales

The best People to work with to Manage your OKRs

The friendly and helpful team at Profit.co make creating and managing my OKRs an absolute breeze.

Enterprise grade security

Keep your company’s data secure and compliant with industry-leading security standards and certifications.

FAQs

Have questions?

We got answers.

Yes. Profit.co has a native Microsoft Teams app available directly from the Teams App Store. No third-party middleware is required — you install it once from the Teams Apps menu and the integration is live across your whole account.

Yes. Once Profit.co is installed and you are logged in, type “check-in” in the Profit.co chat window inside Teams. You’ll be guided to select your OKR level, objective, and key result — then submit your progress value, status, and comments in one step.

Profit.co posts action notifications directly into your Teams chat — covering check-in reminders, task completion alerts, OKR update summaries, pending actions, and performance review prompts. You can also enable a daily Action Center summary that posts automatically to your Teams chat. A Super User enables this via Settings → General → Notification → Summary.

Yes. Type “mytask” in the Profit.co chat inside Teams. Your tasks from Profit.co will appear with a status dropdown. Select the new status, add any details, and click Submit — the update is reflected immediately in your Profit.co account and visible to your team.

The Microsoft Teams integration is included in all Profit.co paid plans. You can explore it during the free 30-days trial — no credit card required to start.

No. Setup requires no code and no IT support. You install the Profit.co app from the Teams App Store, log in with your Profit.co credentials, and the integration is live. The whole process takes under 10 minutes. A Super User account in Profit.co is required to enable it for your organisation.

Yes. Each team member installs the Profit.co app in their own Teams account and logs in individually. Check-ins and task updates are attributed to the correct person in Profit.co automatically — no shared credentials required.

Yes. Profit.co is SOC 2 Type II certified and GDPR compliant. All data transferred between Microsoft Teams and Profit.co 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!

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Other Collaboration Integrations

Slack

Connect Profit.co with Slack to receive OKR check-in reminders and action alerts in your team channels. Keep everyone aligned without leaving the conversation.

Learn more →

Outlook Add-Ins

Integrate Profit.co with Outlook to manage OKR updates and view key results directly inside your email workflow. Keep your Microsoft ecosystem connected.

Learn more →

Google Chat

Manage tasks, access pending items, and stay updated with real-time notifications directly in Google Chat. Keep your team aligned without leaving your Google Workspace.

Learn more →

Zapier

Automate OKR workflows between Profit.co and 5,000+ apps via Zapier. Trigger check-ins, create key results, and sync progress data without writing a single line of code.

Learn more →
See all 100+ integrations →

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PRODUCTS

  • AI Agents
  • Product Overview
  • Product Tour

STRATEGY

  • OKRs
  • Balanced Scorecard
  • Hoshin Kanri
  • Strategy Roadmap

PERFORMANCE

  • Performance Review
  • Employee Recognition
  • Pulse Surveys
  • Meetings

PROJECTS

  • Project & Portfolios
  • Strategic Portfolios
  • Tasks
  • Timesheets
SOLUTIONS
  • Healthcare
  • Financial Services
  • Non Profit
  • Retail Industry
  • Energy Utilities
  • Manufacturing
  • Government Public Sector
  • Technology
  • Transportation Logistics
COMPANY SIZE
  • Enterprise
  • Mid Market
  • Small Business
ROLES
  • CEOs
  • HR Leaders
  • Individual Contributors
  • Managers
  • PMO Leaders
  • Strategy Leaders
  • Operations leaders
INTEGRATIONS
  • Slack
  • Microsoft Teams
  • Google Workspace
  • Azure
  • Jira
  • Salesforce
  • SAP
  • Workday
  • Oracle
  • OKTA
  • View all integrations
COMPARISON
  • Profit.co vs Lattice
  • Profit.co vs 15Five
  • Profit.co vs WorkBoard
  • Profit.co vs Tability
TEAMS
  • PMO Teams
  • HR Teams
  • Founders & Executives
  • Finance Teams
RESOURCES
  • Customer Stories
  • OKR Certification
  • eBooks
  • KPIs Library
  • OKR Examples
  • OKR Webinars
  • Blog
  • Release Updates
  • ROI Calculator
  • API Documentation
  • Status
  • G2 Reviews
SUPPORT
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  • OKR University
  • Answers
COMPANY
  • About Us
  • Why Profit.co
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  • Pricing
  • Our Partners
  • SLA
  • Contact Us
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PRIVACY & POLICY
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  • Security
MCP
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  • Claude
  • Profit.co MCP

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