Luna

Goal Manager

I'll set your OKRs, track progress, and generate status updates across teams.

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About this agent

Teams need help structuring objectives and key results, linking them to the work that moves them, and reporting progress before work falls through the cracks. This AI agent sets your OKRs, tracks progress, generates status updates across teams.

build Goal Manager in monday.com

What you get

01

OKRs structured with owners and targets on a board, delivered every morning or when you mention the agent.

02

Progress tracked by linking key results to the real work, delivered every day or when you mention the agent.

03

Readable OKR status updates each cycle, delivered every week.

How this agent works

  • Helps structure OKRs on a goals board

    It helps structure OKRs on a goals board: objectives, measurable key results, owners, and targets.

  • Links each key result to the work or metric behind it

    It links each key result to the work or metric behind it so progress is data-driven.

  • Calculates progress per key result and objective

    It calculates progress — e.g. percentage to target — per key result and objective.

  • Generates periodic status updates on the cycle you set

    It generates periodic status updates on the cycle you set.

  • Keeps monitoring between requests

    Refresh progress on cadence and flag any key result that stalls or slips. At cycle end, offer a wrap-up and a draft for the next cycle. You hear about problems while there is still time to fix them.

  • Closes the loop at end of day

    Before you sign off, it summarizes what changed, what's still open, and where to focus next. You end the day with clarity instead of another loose thread.

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FAQs

  • The Goal Manager is an AI agent on monday.com that sets your OKRs, tracks progress, and generates status updates across teams.

  • Yes — to get started, you'll connect this AI agent to your monday.com board, authorize the tools and integrations it needs, and customize its triggers and actions to match how your team works.

  • You control exactly how the Goal Manager behaves. You can configure it to wait for your approval before taking any action, or set it to execute automatically once you're confident in its behavior.

  • AI agents are available on paid monday.com plans. Each AI agent run consumes AI credits, which are included with paid plans and can be topped up as needed.

  • Automations follow fixed if/then rules. AI agents on monday.com can read context, make judgments, draft content, and handle multi-step work that doesn't follow a predictable pattern.

  • Yes. monday.com lets you create AI agents from scratch using the no-code agent builder — just describe what you want the agent to do, connect it to your boards and tools, and set its permissions.

  • monday.com AI agents work directly inside the platform where your team already operates — with full context across your boards, projects, and workflows.

Luna
Goal Manager
  • Always secure
  • 24/7 active
  • Full org context

Best For

Operations managers
Operations teams
Operations leads
Team managers

Connectors

monday notetaker
monday vibe

Skills

Build & Manage Projects

Turns a project item into a structured board with tasks, owners, and due dates.

Executive summary

Distills raw information into an executive-ready summary of outcomes and next steps.