Ninety.io scorecards filled and meetings prepared

Ideas to put to work

Your operating rhythm, running on schedule with the numbers already in.

• N

  Scorecard filled from the source

  Each week Sofia reads revenue from QuickBooks and pipeline from HubSpot and records the scorecard scores before the meeting.

• N

  Meeting prep pack

  Sofia reads rocks, to-dos, issues and scorecard trends and drafts the meeting prep in Word, starting with what's off track.

• NF

  Decisions into to-dos

  Sofia reads the meeting transcript in Fireflies and creates a to-do or issue for each decision, assigned to its owner.

• N

  Rock milestones from project plans

  Sofia reads the Asana project behind each rock and adds its milestones, so progress shows in both places.

• N

  Quarterly rock review

  Sofia reads every team's rocks and milestones and summarizes which are on track and which need a decision.

Works well with

• QuickBooksAccounting software for small and mid-sized businesses
• HubSpotCRM and marketing platform for growing businesses
• Microsoft WordWord processor for letters, reports and contracts
• FFirefliesAI notetaker that records and transcribes meetings
• AsanaWork management for projects and tasks
• ClickUpProject management for tasks, docs and goals
• Mmonday.comWork management boards for projects and workflows
• JiraIssue and project tracking