ClearPoint AI is built directly into your everyday workflows—helping you create OKRs, build scorecards, analyze data, and generate insights without leaving the page you’re working on. Instead of standalone tools, ClearPoint AI is available where and when you need it, saving time while improving clarity, alignment, and decision-making.
ClearPoint AI: One System, Multiple Entry Points
ClearPoint AI is not a single assistant—it’s a unified AI system with specialized capabilities available throughout ClearPoint. Each capability is designed to support a specific part of the strategy lifecycle.
Page-Wide AI – Strategic Planning & Structure 🧠
Page-wide AI helps you create and organize strategy frameworks such as OKRs, scorecards, and strategic plans.
What It Supports
OKR creation and refinement
Scorecard structure (Objectives, Measures, Initiatives)
Strategic plan drafting (mission, vision, goals, success measures)
How It Works
From supported pages, open the AI panel to:
Describe your organization’s goals or planning needs.
Respond to guided prompts.
Review a generated draft structure you can refine and save.
Page-wide AI is ideal for getting started quickly with structured, aligned strategy content.
In-Context AI on Detail Pages – Writing, Analysis, & Recommendations ✨
Detail pages include AI directly inside cards and editors, allowing you to work with AI in context.
Analysis & Recommendations AI
Found within text-based cards (via the editor ribbon).
Generates:
Performance summaries
Recommendations
Actionable insights based on linked data
Summarize AI
Condenses updates, progress, and related elements into clear summaries.
Helps stakeholders quickly understand performance without reviewing every detail.
These tools focus on interpretation and communication, not just data entry.
AI for Series, Calculations, & Evaluations 📈
When configuring measures, ClearPoint AI assists directly in series and chart setup.
What AI Can Help With
Creating calculated series
Writing formulas using tokens and functions
Suggesting evaluation logic
Supporting chart configuration and interpretation
Where You’ll Find It
Inside the Series and Charts tabs of the Edit Element drawer
This ensures your calculations and evaluations are accurate, consistent, and easier to configure.
Ask ClearPoint AI – Questions & Insights on Demand 🔍
ClearPoint AI can answer strategy and performance questions using the context of your data.
What It Does
Responds to natural-language questions
Explains trends, relationships, and outcomes
Uses only data you have access to
This capability helps users move from data to understanding faster.
Why ClearPoint AI Matters
Save Time: Generate plans, structures, summaries, and calculations faster
Improve Accuracy: Use AI-supported logic and data-aware insights
Stay Aligned: Ensure strategy elements connect clearly across scorecards
Work Securely: All AI interactions respect ClearPoint permissions and data security
In Summary
ClearPoint AI acts as an intelligent layer across the platform—helping you plan, build, analyze, and communicate strategy more effectively. Whether you’re drafting OKRs, configuring measures, summarizing performance, or asking deeper questions, ClearPoint AI works alongside you at every step.