Use Copilot in Viva Goals to create, summarize, and understand goals

Microsoft 365 Copilot in Viva Goals gives you a number of ways to generate and summarize goals; it also provides a conversational interface that can answer questions about goals methodology.

Generate goals using a strategy document
Generate goals using the conversational Copilot interface
Generate fleshed-out goals from the title you enter when creating a new objective
Generate key results for existing goals
Summarize goals
Understand goals
Supported languages

Generate goals using a strategy document

Copilot in Viva Goals can read through strategy or planning documents and propose appropriate goals or OKRs.

Viva Goals does not store your documents or conversational prompts for any purpose. You can find more information about how Microsoft uses user data for Copilot in Viva Goals here.

Select the Copilot icon and choose the option to Create OKRs from a document.

Screenshot that shows a view of a product team's OKRs with a view of suggested Copilot actions on the right side.

Once you upload a strategy document, Copilot reads through it and generates relevant OKRs.

Screenshot that shows a view of a product team's OKRs with the user having provided a strategy document on the right side.

Save your new OKRs to add them to Viva Goals.

Screenshot that shows a view of a product team's OKRs with Copilot suggesting OKRs based on the strategy document given on the right side.

Generate goals using the conversational Copilot interface

When you're in the planning stage, you can chat with Copilot in Viva Goals to get ideas for new goals. Copilot will suggest goals based on your organization's existing goals data, user profiles shared with Viva Goals, and any information you provide in conversation with Copilot.

Tips:

When you're giving Copilot instructions to help you generate goals, it helps to be as descriptive as possible. Consider mentioning your business industry, department, and three to five topics or themes you think your team or organization should focus on. For example, you might say this:
I work for a retail company in the marketing department. This year, we want to become the market leader, expand to new geographic regions, and increase our product offerings.

Screenshot that shows a view of a sales team with no OKRs, but for which the user has requested and received suggested OKRs through conversing with Copilot on the right side.

Generate fleshed-out goals from the title you enter when creating a new objective

By entering a title in natural language and then selecting Copilot in the New Objective dialog, you can easily generate aspirational goals with measurable key results.

Screenshot showing Copilot generating OKRs from an objective title.

Generate key results for existing goals

Select Generate key results using Copilot in the "Add child items" menu and Copilot in Viva Goals will generate potential key results for the relevant objective.

Screenshot that shows a view of a product team's OKRs with one objective's "add child items" menu open.

Summarize goals

You can use Copilot in Viva Goals to access summaries of goals, including team goals and collections of OKRs. Team managers and department leaders can easily generate summaries of their teams' progress. Copilot will analyze check-in data, status updates, and progress details associated with child items to prepare a quick summary. Users can share these summaries as updates, use them to prepare for review meetings, or let them serve as check-ins for their objectives.

First, highlight a goal to summarize by selecting the checkbox located at the left side of the OKR. Select the Summarize button to get a summary of the highlighted OKR.

Screenshot that shows a view of a product team's OKRs, with two specific OKRs selected and an emphasis on the "Summarize" option.

Understand goals

Copilot in Viva Goals can answer questions about goals methodology, such as what exactly OKRs are, the best ways to run OKR rhythms, and how to plan around OKRs.

Screenshot that shows a view of a product team's OKRs, with the user asking Copilot questions about OKR methodology on the right side.