Introducing Documents

Rhythms

Today we're shipping Documents — a new way to build business reviews, QBRs, team syncs, and operational reports inside Rhythms.

Every operations leader we've talked to describes the same workflow. Open the CRM, pull revenue numbers. Switch to the project tracker, screenshot the velocity chart. Export the pipeline from your sales tool. Copy NPS from support. Paste it all into a doc. Format it. Repeat next week.

The data exists. It's just trapped in ten different tools, and assembling it is the job nobody signed up for.

How it works

Tell Rhythms what you need in plain language. The agent connects to your tools, pulls the relevant data, and builds a complete document — with charts, tables, metrics, and analysis.

A single prompt like "Build me a Q1 Business Review" produces a ten-section document covering revenue performance, pipeline, OKR progress, engineering velocity, customer health, risks, key wins, headcount, and priorities. Each section cites its data source — Salesforce for revenue, HubSpot for pipeline, Linear for engineering metrics, Pylon for support health — so you know exactly where every number came from.

The document isn't a wall of text. It's structured the way your team actually reads it: metric cards with change indicators, color-coded pipeline tables, progress bars by department, severity-tagged risk flags, and stacked bar charts for headcount. Dense, scannable, ready to present.

Auto-refresh

The most tedious part of operational reporting isn't building the first version. It's keeping it current.

Documents can be set to auto-refresh on any schedule. Every Monday at 8am before your leadership sync. The first of every month before your board meeting. The document pulls fresh data from your connected tools, updates every section, and is ready before your meeting starts.

No more Sunday night prep. No more "let me pull the latest numbers" in a meeting. The document stays alive.

Templates and Library

Documents live in a Library where your team can browse, search, and organize them. We've built templates for the reports teams run most often:

Quarterly Business Review — revenue, pipeline, OKRs, customer health, risks, priorities
Weekly Team Sync — kudos, key metrics, sales updates, pipeline, engineering velocity, action items
Customer Health Profile — account overview, usage, NPS, support tickets, renewal risk
Engineering Retro — velocity, incidents, shipped features, blockers, next sprint

Start from a template or describe something new. The agent builds it from scratch using whatever tools you've connected.

Collaboration

Documents are built for teams. Share with specific people or groups, set view or edit permissions, and collaborate in real-time. An AI chat panel sits alongside every document — ask it to update a section, add a chart, or change the analysis. Your edits and the agent's work live in the same place.

When a document is ready, share it with one click. Rhythms notifies your team in Slack or email.

Export

Documents can be exported to PowerPoint with a single click. Choose from saved templates — executive dark, team meeting, QBR — and Rhythms generates a formatted slide deck from your document content. Charts, tables, metrics, and analysis all carry over. Download the .pptx and present directly.

Connected tools

Documents pull live data from 20+ integrations your team already uses. Connect once, and every document has access.

CRM — HubSpot, Salesforce, Pylon

Project Management — Asana, Atlassian (Jira & Confluence), Azure DevOps, GitHub, Linear, Monday.com, Planner

Scheduling — Google Calendar, Outlook Calendar

Communication & Meetings — Gmail, Granola

Spreadsheets & Analytics — Excel, Google Sheets, PowerBI, Smartsheet, Tableau Cloud

Knowledge & Data — Notion, Neon

Connect a tool once, and every document has access to its data. No CSV exports, no manual entry, no copy-paste.

Availability

Documents is available today for all Rhythms users. Templates, auto-refresh, and the full Library are included on all plans.

Try Documents →

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FAQs

Rhythms is an AI-native business operating system that helps organizations set goals, automate operations, detect risks, and generate business reviews — all from one connected platform. It combines Goals & Alignment, Playbooks, Radar, and Reviews into a unified system that connects to 200+ tools where work happens.

Rhythms was built by the team behind Ally.io, which Microsoft acquired in 2021 and turned into Viva Goals. The founder, Vetri Vellore, wrote 'OKRs for All' — the book Satya Nadella called 'the definitive guide to OKRs.' Rhythms secured $26 million in funding from Accel, Greenoaks, and Madrona.

Rhythms is AI-native — not an OKR tracker with AI bolted on. It drafts context-aware OKRs from your company strategy, auto-updates progress from 200+ connected tools, detects risks across teams with Radar, runs operational playbooks automatically, and generates business reviews from live data. Legacy OKR tools only track goals; Rhythms operates them.

Rhythms connects to 200+ tools including Jira, Salesforce, HubSpot, GitHub, Slack, Microsoft Teams, Linear, Azure DevOps, Tableau, Looker, Zendesk, Gainsight, Datadog, and many more. Integrations pull real-time data so your goals auto-update from the tools where work actually happens.

Minutes, not months. Whether you're coming from Workboard, Viva Goals, or spreadsheets, moving your OKR program to Rhythms takes minutes. Rhythms handles the heavy lifting of getting set up, so you skip the months-long implementation you'd expect and get straight to a working program.