Define and track goals

Open WORK → Goals (/goals) to define outcomes and turn them into governed automation plans.

Create a goal

1. Click New goal
2. Enter a clear objective — measurable when possible (e.g. "Reduce invoice processing time by 30%")
3. Add optional context — team, systems, timeframe
4. Save — the goal appears in your list with status tracking

Generate a plan

1. Open a goal detail view
2. Choose Generate plan (or equivalent)
3. Optionally refine:
   • Objective override for this generation
   • Context — org-specific notes
   • Constraints — budget, compliance, tools to avoid
4. Review the generated output:
   • Proposed steps — titles and suggested owners
   • Required connectors — connect any missing integrations first
   • Approval gates — pre-launch owner approval when flagged
   • Estimated impact — confidence and success criteria summary

Review before launch

Checklist:

• Required Connectors connected and healthy
• Steps match actual process owners
• Approval gates configured for write actions
• Success criteria are measurable

Convert to a workflow

When satisfied with the plan:

1. Export or Create workflow from plan (when available in UI)
2. Open the workflow editor to adjust nodes (conditions, Expert Review, etc.)
3. Test in a non-production Environment when possible
4. Monitor Runs after publish

Track progress

Update goal status as steps complete. Link Assignments and Runs to the goal for auditability.

API

Generate plan:

curl -s -X POST "https://gravitre.app/api/goals/GOAL_ID/generate-plan" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "objective": "Automate weekly revenue report",
    "context": "Finance team, QuickBooks + Google Sheets",
    "constraints": ["No PII in Slack messages"]
  }'

Response includes goalPlan, proposedSteps, requiredConnectors, approvalGates, and estimatedImpact. See OpenAPI.

Related

• Goals overview
• Build workflows
• Connect integrations