Connect Scopi integrations
Chart your company's strategic roadmap by automating Scopi to align your OKRs, project phases, and key indicators in one central hub. Connecting this platform with our workflow automation tool lets you instantly trigger new process phases, update indicator metrics, or log project finances. Sign up today to activate your first goal-tracking scenario.
Triggers and actions
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Scopi
Maximize Performance: Integrate and Automate Scopi with Make
Connect Scopi to your business tools using Make. Automate goal tracking, centralize performance data, and send real-time alerts directly to your team, linking strategy and daily operations without manual work.
Automate strategic goal tracking
Keep your strategic goals updated automatically by syncing Scopi with your daily project management tools.
Connect strategy to daily operations
Turn closed sales deals or new projects into strategic action plans inside Scopi without manual data entry.
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Streamline progress reporting
Automatically send Scopi performance updates and reports directly to Slack or email so your team stays informed without manual effort.
Receive real-time metric alerts
Set up instant notifications in your communication channels whenever a strategic metric in Scopi changes.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.