ClearPoint’s AI Assistants are designed to help you save time, improve accuracy, and make your strategy work smarter. Whether you’re creating OKRs, building scorecards, or analyzing data, these assistants simplify the process so you can focus on what really matters—driving results.
OKR AI Assistant – Your Performance Partner 🎯
The OKR AI Assistant helps you quickly create Objectives and Key Results that align with your organization’s goals.
What It Does:
Guides you through OKR creation with natural-language prompts.
Suggests clear, measurable Key Results based on your inputs.
Helps you align team and organizational objectives effortlessly.
How to Use:
Start chatting with the assistant—just describe your goals, and it will generate structured OKRs ready to review and refine.
Scorecard AI Assistant – Your Strategy Builder 📊
The Scorecard AI Assistant makes it easy to build a balanced scorecard framework without the heavy lifting.
What It Does:
Helps structure Scorecards with the right Objectives, Measures, and Initiatives.
Suggests alignment between elements for accurate reporting.
Provides ready-to-use templates that can be customized to your needs.
How to Use:
Enter your key details, and the assistant will create a draft Scorecard layout for you. Review, adjust, and you’re ready to report.
Strategic Plan AI Assistant – Your Built-In Planner 🧠
Need to develop a strategic plan fast? The Strategic Plan AI Assistant helps you craft a complete, structured plan in minutes.
What It Does:
Prompts you for core information about your mission, vision, and goals.
Builds an initial plan with Objectives, Strategies, and Success Measures.
Formats everything into a ready-to-share strategic document.
How to Use:
Answer a few guided questions, and the assistant generates a draft plan that you can refine with your team.
Additional AI Assistants 🎁
ClearPoint’s AI ecosystem goes beyond planning—these assistants enhance reporting, data analysis, and insight generation.
Summarize AI Assistant – The Master Condenser 📜
Purpose: Creates concise summaries of linked data so you can see key points at a glance.
How It Works:
The assistant scans your linked elements (securely and confidentially), identifies patterns, and summarizes findings in clear, actionable language.
Recommendations AI Assistant – The Strategy Stylist 👗
Purpose: Provides intelligent suggestions to strengthen your strategies.
How It Works:
By analyzing your data (always confidentially), it delivers tailored recommendations that align with your organization’s objectives and performance trends.
Analyze Data AI Assistant – The Insightful Detective 🔍
Purpose: Helps you discover insights hidden in your data.
How It Works:
The assistant analyzes quantitative and qualitative data to identify trends, relationships, and outliers—turning raw data into actionable insights.
Ask Me Anything AI Assistant – The Knowledgeable Advisor 🦉
Purpose: Answers your strategy and performance management questions on demand.
How It Works:
Ask any strategy-related question, and this assistant uses your data context to provide accurate, relevant, and secure answers—instantly.
Why ClearPoint AI Assistants Matter
Save Time: Generate plans, scorecards, or reports in minutes.
Improve Accuracy: Let AI suggest data-driven insights and alignments.
Enhance Collaboration: Make updates and decisions faster across teams.
Stay Secure: All AI interactions are confidential and protected within ClearPoint’s secure environment.
In Summary
ClearPoint’s AI Assistants act as your strategic partners—always ready to help you plan, report, and analyze more efficiently. From summarizing performance data to drafting complete strategic plans, these tools help you work smarter and achieve more.
Need help getting started?
Contact our Support Team for guidance or to learn which AI Assistants are available in your account. We’re here to help you strategize with confidence.