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Give your organization an edge with an AI that knows your goals, connects your data, and helps you execute with confidence.
Every strategy team knows the drill: You’re pulling performance data from multiple places, updating initiatives, chasing down narrative analysis, and preparing reports—often all at once. Just when everything feels aligned, a leader needs one more update, one more explanation, or one more analysis to make a decision.
That constant cycle isn’t a sign of poor process—it’s the reality of managing an ever-evolving strategy.
ClearPoint Next changes that dynamic.
With its advanced AI features, ClearPoint Next gives your team an always-on strategic partner that understands your full plan, anticipates your needs, and helps execute faster with less manual lift. It’s not just a smarter version of the AI in ClearPoint Classic—it’s an entirely new level of context-aware intelligence built to support the real work of strategy.
Why We Built the New ClearPoint AI
ClearPoint has evolved significantly over the years based on feedback from our customer base.
In late 2025, we rolled out a modernized user interface and experience that we call ClearPoint Next. (We refer to the 2023–2025 version of ClearPoint as “ClearPoint Classic.”)
This new environment includes significant performance improvements and a streamlined workflow. But most importantly, it features a far more advanced, contextual, and capable AI assistant that can understand and support your entire strategic ecosystem.
ClearPoint Classic introduced AI as a helpful accelerator that was great for writing analysis, generating recommendations, and assisting with frameworks. But as teams adopted AI, we saw a bigger opportunity based on this realization:
Strategy execution isn’t a collection of one-off tasks. It’s a living, interconnected system. To truly help teams work smarter, AI needs full visibility into that system.
And to be genuinely effective, it also has to understand where that system tends to break down in the real world.
So ClearPoint built an AI model with deeper awareness of your organization’s strategic ecosystem.
Think of it as a knowledgeable strategic coordinator—one that’s trained on your scorecards, initiatives, risks, milestones, and reporting rhythm, and can act accordingly.
A simple way to describe this is “enhanced intelligence.”
ClearPoint created a model that responds to your commands with a full understanding of where your organization has been and where it wants to go—and is not limited by the information provided in the prompt you type. That means you get better, more informed answers, more relevant action suggestions, and smarter recommendations because it sees the bigger picture.
Strategy execution isn’t a collection of one-off tasks. It’s a living, interconnected system. To truly help teams work smarter, AI needs full visibility into that system.
Understanding the Process Before Applying AI
Long before AI ever entered the picture, ClearPoint was focused on one thing: removing friction from the strategy execution process.
Every feature started with watching real teams struggle—trying to track initiative dependencies, coordinate reporting across time zones, and keep executives informed without burying them in data.
Over the past twenty-five years, we’ve listened to thousands of teams describe where execution breaks down and refined ClearPoint through just as many iterations. That history matters, because ClearPoint Next isn’t simply a technical upgrade—it’s the product of decades spent understanding the exact points where strategy work slows down.
When we added AI, we didn’t insert it where it was easy. We placed it where it counts: right at those friction points.
The difference with ClearPoint Next is that its AI doesn’t just use strategy data; it understands the strategy process itself.
It knows, for example:
<p style="padding-left: 30px;">👉Which status changes trigger stakeholder updates</p>
<p style="padding-left: 30px;">👉Which performance patterns signal emerging risks</p>
<p style="padding-left: 30px;">👉Why certain measures carry more weight during critical cycles like budgeting or quarterly reviews</p>
This is AI trained by experts and backed by living human expertise.
When you ask ClearPoint Next a question, you’re getting strategy execution guidance that used to require scheduling time with a consultant or hoping your most experienced team member was available—now available on demand.
ClearPoint Next has full visibility into your strategic architecture—every scorecard, objective, measure, initiative, milestone, action item, and risk—and it understands how those pieces connect. It knows your reporting cycles and can recognize patterns across your organization that would take a human analyst hours to piece together, helping your team move from reactive updates to proactive, confident execution.
What You’ll See (and Use) In ClearPoint Next
All of that history and embedded expertise shows up in how the AI actually behaves inside ClearPoint Next.
Below is an overview of the major capabilities in the new ClearPoint AI, paired with the “why” behind each, so you can see exactly how it reduces friction in your day-to-day strategic work.
Powerful Playbooks for Any Framework
Playbooks guide users step-by-step through building scorecards, objectives, or entire plans.
The new AI enhances these with more flexibility, richer examples, and the ability to adapt to nearly any strategic framework—from Balanced Scorecard to OKRs to custom methodologies.
Why you’ll love it:
Consistency across departments will become effortless. New users can contribute confidently, and experienced teams get a repeatable process that scales.
A Strategy Assistant That Knows Your Whole Plan
ClearPoint AI can access and analyze everything that powers your strategy:
- Scorecards
- Objectives
- Measures
- Initiatives
- Milestones
- Action items
- Risks
Ask it to summarize performance, diagnose what’s off track, or recommend next steps—and it will answer using your actual data and structure.
Why you’ll love it:
You’ll get back the many hours it takes to manually gather information for answering basic questions. ClearPoint AI does that work instantly—grounded in your real strategy.
Collaboration & Management: AI That Acts, Not Just Advises
ClearPoint AI can take immediate action from simple prompts. It can:
- Update initiatives or measures
- Add objectives, initiatives, or milestones
- Manage risks and action items
- Retrieve statuses and make recommendations
Why you’ll love it:
Instead of bouncing between pages, you can make updates conversationally. The small tasks won’t ever slow you down again!
Search, Reporting & Insights Across Your Whole Account
ClearPoint AI performs semantic search across your strategy and can generate summaries, highlight issues, or draft reports. You can ask the AI:
- “Which initiatives are slipping behind schedule?”
- “Show me risks associated with our customer growth objective.”
- “What trends should leadership know this quarter?”
Why you’ll love it:
Leaders get clearer visibility, and analysts get hours back each month!
Bring Your Documents—and Data Sources—Into the Conversation
One of the most powerful features of ClearPoint Next AI is its ability to ingest and use documents as context. Upload a plan, presentation, or performance report and the AI will reference it in future answers.
On top of that, you can connect popular content and data sources from:
- OneDrive
- SharePoint
- Google Drive
- Dropbox
- Notion
- Gmail
Why you’ll love it:
Your AI will become a trusted partner that understands both your strategy and the supporting materials behind it.
Extend What AI Can Do With Smarter Integration
This is where the new AI really becomes a powerhouse. You can connect MCP apps like:
- Gmail
- Airtable
- Asana
- Google Drive
- Google Sheets
- Outlook
- Microsoft Teams
- Monday
- Slack
- …and more
Once connected, ClearPoint AI can send chats and emails, retrieve contacts, update sheets, create new rows or files, modify boards, and more.
Why you’ll love it:
You’ll gain an AI assistant that isn’t just informational; it’s operational and can execute tasks across your tech stack. Your strategy doesn’t live in one tool—now your AI assistant doesn’t either.
Set Your AI Preferences (Tone, Length, Style)
Every organization communicates differently; you can configure ClearPoint AI to match your style. It can be tuned to:
- Write concisely or with narrative depth
- Use a professional, friendly, or analytical tone
- Format responses for reports, leadership, or team updates
Why you’ll love it:
Consistency builds trust—especially in executive reporting.
What You Get (Beyond Features)
ClearPoint AI isn’t just smart. It’s designed to strengthen your entire strategy practice by providing:
- Clear accountability through more timely updates
- Better alignment because teams understand what’s happening and why
- Earlier risk visibility thanks to always-on analysis
- Faster execution with friction removed from everyday strategic work
- More confident reporting grounded in accurate, contextual insights
And because it’s built within ClearPoint Next, every capability is designed to grow with you.
<div class="index-cards"><div class="index-card"><div class="index-card-title"></div><div class="index-card-content"><h3><strong><img src="https://cdn.prod.website-files.com/637e14518f6e3b2a5c392294/6967ce069c3c00b7546d51dc_clearpoint-next-ai-clock-icon.webp" alt="Clearpoint Next AI - clock icon" width="100" height="94" align="right" />Another major benefit: Reclaimed time!</strong></h3><p><strong>Our customers report getting 50-60% of their time back thanks to ClearPoint’s AI-powered system.</strong></p><p>Time that was spent chasing updates, compiling reports, and answering repetitive questions about status can instead be spent on strategic thinking—and the conversations that actually move organizations forward.</p></div><div></div>
ClearPoint AI: Strategy Execution, Accelerated
ClearPoint Next AI isn’t about replacing human judgment. It’s about removing the friction that slows strategy teams down.
By giving your organization a smart, context-aware assistant, you empower people to focus on what matters: alignment, decision-making, and meaningful progress.
As a result, execution becomes embedded in your strategy—and your strategy becomes far easier to execute.
ClearPoint’s AI features are fully optional. You can turn certain features on when your organization is ready, expand AI’s capabilities over time, and leverage ongoing enhancements (see the latest in our ClearPoint Release Notes).
For teams with security questions—including how ClearPoint AI works with OpenAI—you can reference our support article here: ClearPoint AI Assistants and OpenAI.
