Goals

The Goals Routine helps teams set, track, and update progress on company goals in an organized way. Here’s how it works:

How can I create Goals within Windmill?

• Start by creating a new routine and selecting Goals.

• You can upload goals from an existing system or document or you can add them manually

• Each goal can include:

  • Name & description

  • Assigned employees who will provide updates

Who can see Goals updates?

• Choose who can see the routine (e.g., entire company, specific teams)

• Decide how often it runs (manually, weekly, etc.)

• Set a response window (e.g., 6 hours for updates)

• Give the routine a name for easy reference

• When your Goals Routine expires, your goals update report will be delivered to your inbox

How does Windy collect updates?

• When the routine runs, Windy pings all assigned team members

• Team members respond with progress updates (voice-to-text is supported)

• Windy can ask clarifying questions to ensure accurate reporting

What will I see in my Goals reports?

• After the response window closes, Windy generates a Goals Report showing:

  • What’s in progress

  • What’s at risk

  • Any action items

  • Goals that have not started

• You can drill down into any update to see the underlying team conversations and linked project data.