Monthly OKR Updates Reminder
An example workflow to remind team that monthly updates are due.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Remind team members to submit or update their monthly objectives and key results.
- OKR reporting
- Monthly goal updates
- Leadership review prep
Fields your team can fill in
To
Cc
Bcc
Add recipients
Subject
Reminder: Monthly OKR Updates due
Hi team,
This is a reminder that monthly OKR updates are due by due_date.
Please update the dashboard or share your inputs directly if you're blocked.
Thanks,
me::first_name
Workflow context
When to use this workflow
Use this workflow when managers or functional leaders need a reminder to submit monthly OKR updates by a specific due date.
What this replaces
This replaces manually recreating monthly reminder emails, adding manager and leadership recipients by hand, and retyping the due date each month.
Why teams standardize this email
Recurring OKR reminders should be short and consistent. A workflow helps operations leaders send the right reminder to the right audience without rebuilding it every month.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the monthly OKR reminder email in Outlook
- Prompts for the due date and sender name
- Adds the approved OKR reminder subject line
- Can include configured manager recipients and leadership CCs
- Keeps the draft editable before sending
FAQ
Does Toggles update the OKR dashboard?
No. Toggles prepares the reminder email. Updates happen in your existing OKR or reporting tool.
Can the due date be dynamic?
Yes. This workflow uses a due date variable that can be filled before sending.
Is this automatically sent every month?
No. Toggles workflows are user-initiated and reviewed before sending.
Part of a starter pack
Explore the Operations Starter Pack
Help operations teams send structured updates, project messages, invoice notices, and coordination emails from Outlook with fewer missing details.
Email workflow audit
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Explore Solutions By Role
Human Resources
See how Toggles helps human resources teams standardize repeatable client emails in Outlook.
Operations
See how Toggles helps operations teams standardize repeatable client emails in Outlook.
Customer Success
See how Toggles helps customer success teams standardize repeatable client emails in Outlook.
Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.
Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.