# Auto-track: the complete guide Everything about auto-tracking goals from other apps: each tool's connect and track options, Describe a value, refresh schedules and fixes for sync errors. Auto-track keeps a goal's value in step with another app, so nobody types the number in. This guide holds every option, default and fix. Each tool also has a short page with its steps. ## How auto-track works {#how-it-works} - **Auto-track button**: On the goal page next to Check in, in the Progress card of a goal with no check-ins, and in the goal's side panel. It becomes the connection once set. - **Ready to track**: Apps you connected yourself and that work. A teammate's connection never appears. - **Connect to track**: Supported apps you haven't connected. Picking one connects it without leaving the goal. - **Continue**: Moves from picking the item (a list, report, project, site or workbook) to choosing the value. - **KPI preview / Progress preview**: Shows the number Brev reads right now, before you save. Progress preview is for work trackers. - **Connect**: Saves the connection on the goal. - **Fetching first value**: Shown on the connection until the first read arrives. - **Check-ins it adds**: Each new value adds a check-in reading "\ checked in via \", marked Auto-generated checkin. These can't be edited or deleted. - **Integration Refresh**: The goal's tracking method once connected. - **Your own check-ins**: Still allowed on an auto-tracked goal, for example to add context to a change. - **Whose access**: Every read uses the connection of the person who set it up, and sees only what their account sees. Which goals can track which apps: - A Metric tracks a number from a data app or a work tracker. - A Project tracks a work tracker's percent complete. - A Project or Goal value must be a percent from 0 to 100. - If the goal's progress comes from sub-goals, Brev asks before auto-track replaces that roll-up. ## Picker or Describe a value {#two-ways} Each app connects one way for new connections. That decides what Auto-track shows: - **Item picker**: Linear, Jira, Sigma and Campfire. You pick an item, click Continue, then choose the value. - **Describe a value (connected through Composio)**: HubSpot, Salesforce, Asana, Google Sheets, Excel Online, Google BigQuery, PowerBI and Snowflake. A new connection opens on Describe a value. - **Older connections**: A connection made before an app moved to Composio keeps its item picker, with Describe a value beside it. A Brev BigQuery connection keeps refreshing its goals, but new BigQuery goals use Google BigQuery. ## Describe a value {#describe-a-value} - **Title**: The dialog reads "Describe a value in \". - **What you do**: Say what to measure in words. Brev reads the app with your connection, read-only, and asks if anything is unclear. - **Preview**: Plain lines saying what will be counted, and today's value. Ask for changes in the same conversation. - **Saving**: Connect saves it. Each refresh repeats the same calls with no AI, so the number changes only when the data does. - **Project or Goal**: The value is always a percent complete. Ask for a count and Brev offers a percent, or suggests a Metric. - **Who**: Only the person who connected the app can describe a value from it. - **See the recipe**: Click the gear on the goal's connection. SQL and GraphQL steps show their exact query. - **Change it**: Click the pencil on the connection. Connect replaces the old recipe. - **Warehouses**: Brev writes one SQL query and runs it to check it. On BigQuery, a query reading more than 10 GB per refresh is refused. - **Limits**: It never writes to the app, and it can't read an app that answers in sentences rather than data. Full detail: [Describe a value instead of picking one](https://help.brev.io/connecting-an-integration/#agent-built-auto-track). ## Each tool's options {#tools} Labels are exact. Options apply to the item picker unless a tool says otherwise. ### Auto-track from HubSpot {#hubspot} - **Connect**: Connections, search for HubSpot, Connect on its row, then HubSpot sign-in. The row may say Operator access. New connections use Describe a value. - **Pick**: A HubSpot list, then Select a pipeline and the stage (for a deals list). - **Track by**: Deals Count or Deals Amount for deals. Contacts Count, Calls Count or Companies Count for those lists. - **Steps**: [Connect HubSpot](https://help.brev.io/hubspot-integration/) ### Auto-track from Salesforce {#salesforce} - **Connect**: Connections, search for Salesforce, Connect on its row (it may say Operator access). New connections use Describe a value. - **Pick**: A report, then Select a field: Record Count, Sum of \, or Average \ for rate-like fields. - **Filters**: Set in the Salesforce report. Brev has no filter control. - **Steps**: [Connect Salesforce](https://help.brev.io/salesforce-integration/) ### Linear {#linear} - **Connect**: Connections, search for Linear, Connect on its row, then Linear sign-in. - **Track progress**: Project goal: Completed tasks or Completed points. Metric: Tasks completed (count), Tasks completed (%), Points completed (count) or Points completed (%). - **Collect Project Updates**: Posts each Linear Project Update on the goal as a check-in. - **Steps**: [Connect Linear](https://help.brev.io/linear-integration/) ### Jira {#jira} - **Connect**: Connections, search for Jira, Connect on its row, then Atlassian sign-in. - **Pick**: Your Atlassian site, then the Project. Turn on Advanced to write a JQL Query. - **JQL rule**: A query must be scoped, for example to a project, sprint, filter or assignee. - **Track progress**: Project goal: Completed tickets. Metric: Tickets completed (count) or Tickets completed (%). - **Update in real time**: Off by default. Works only for a query that names a project. - **Steps**: [Connect Jira](https://help.brev.io/jira-integration/) ### Asana {#asana} - **Connect**: Connections, search for Asana, Connect on its row (it may say Operator access). New connections use Describe a value. - **Track progress**: Project goal: Completed tasks. Metric: Tasks completed (count) or Tasks completed (%). - **Steps**: [Connect Asana](https://help.brev.io/asana-integration/) A Project goal tracking a Linear, Jira or Asana project lists that project's issues on the goal page, each with its status. ### Auto-track from Google Sheets {#google-sheets} - **Connect**: Connections, search for Google Sheets, Connect on its row (it may say Operator access). New connections use Describe a value. - **Pick**: The spreadsheet in the Google file picker, then Select a sheet, Column and Row. - **Value**: One cell. The preview uses the goal's own number format. - **Steps**: [Connect Google Sheets](https://help.brev.io/google-sheets-integration/) ### Auto-track from Excel Online {#excel-online} - **Connect**: Connections, search for Excel Online, Connect on its row (it may say Operator access). New connections use Describe a value. - **Pick**: The workbook, then Select a worksheet, Column and Row. - **Value**: One cell only. For a range total, put a SUM formula in a cell. - **Steps**: [Connect Excel Online](https://help.brev.io/excel-online-integration/) ### BigQuery {#bigquery} - **Connect**: Connections, search for Google BigQuery, Connect on its row, then Google sign-in. - **Track**: Describe a value only. Brev finds the table, writes the query and runs it in the project you name, which pays for each refresh. - **Steps**: [Connect BigQuery](https://help.brev.io/bigquery-integration/) ### Auto-track from Sigma {#sigma} - **Connect**: Connections, search for Sigma, Connect on its row, then Cloud Region, Client ID and Secret. - **Pick**: The workbook, then Select a page and Element. - **Metric**: Row Count or \ (Sum). - **Add filter**: Filter rows by one Column, Condition and Value. Conditions: equals, does not equal, greater than, less than, greater than or equal, less than or equal, contains, does not contain. - **Steps**: [Connect Sigma](https://help.brev.io/sigma-integration/) ### Auto-track from Campfire {#campfire} - **Connect**: Connections, search for Campfire, Connect on its row. Paste the API Token from Campfire Settings → Integrations. - **Pick**: An income statement account, then Continue. It shows under Account. - **Time Period**: All time (every income statement summed), or a current or upcoming period. Custom and past periods aren't offered. - **Steps**: [Connect Campfire](https://help.brev.io/campfire-integration/) ### PowerBI and Snowflake {#powerbi-snowflake} - **Connect**: Connections, search for the app, Connect on its row. New connections use Describe a value. - **Older connections**: PowerBI takes a DAX query, and Snowflake a SQL query, with Suggest query with Cortex AI. See [Data warehouses & BI](https://help.brev.io/integrations-data-warehouses/#how-to-connect). ### Apps that don't track goals {#context-apps} - **Slack**: Recaps, check-in reminders and check-ins in Slack. [Connect Slack](https://help.brev.io/slack-integration/) - **Google Calendar and Outlook Calendar**: Meetings and the meeting agent. [Google](https://help.brev.io/google-calendar-integration/), [Outlook](https://help.brev.io/outlook-calendar-integration/) - **Notion Meeting Notes**: AI Meeting Notes transcripts only. [Connect Notion](https://help.brev.io/notion-integration/) - **Granola**: Meeting notes and transcripts. [Connect Granola](https://help.brev.io/granola-integration/) ## Refresh schedule {#refresh} - **First read**: As soon as the connection is saved. - **Schedule**: At Every 30 minutes: every 30 minutes from 7 AM to 7 PM on weekdays (Sydney, New York or San Francisco time). Otherwise, every 4 hours. A slower Update frequency reads less often. - **Update frequency**: Per goal. Set next to Connect, or later from the connection's gear: Every 30 minutes (default), Hourly, Every 4 hours, Daily or Weekly. Brev waits at least that long between reads. - **Refresh now**: The refresh icon on the goal's connection reads at once and says whether the value changed. - **Webhooks**: Jira, with Update in real time on, notifies Brev when a tracked project's issues change. Linear, with Collect Project Updates on, notifies Brev when the project changes, skipping a goal checked in within 5 minutes. Both start off. HubSpot has no webhook. - **Unchanged or completed**: An unchanged value adds no check-in. A completed goal is no longer updated. ## Errors and fixes {#errors} - **Red dot on the connection**: The last read failed. The goal keeps its last value. Click the refresh icon to see why. - **Disconnected (red, Reconnect)**: The app's sign-in stopped working. Click Reconnect and approve access again. - **Not syncing (amber, Refresh)**: Brev is signed in but couldn't read a value: an empty report, a non-number, or a refused request. Refresh to see which. Reconnecting won't help. - **Access lost (Re-select)**: The connected account can no longer open the picked file. Pick it again. - **Failed to refresh connection**: A toast after a failed refresh. Its second line names the reason, such as a rate limit, a timeout or a missing item. Read it before reconnecting. - **\ needs reconnection**: An inbox notification when an integration stops working. It opens Settings → Connections. - **Warning triangle on a card**: Brev can't use the connection and stops syncing it. Hover it for the reason, then click Reconnect. - **Value outside 0 to 100**: A Project or Goal read a number that isn't a percent. Pick a value that is. - **Item deleted or moved**: Remove auto-track and set it up on the new item. - **Owner left the organization**: A described value, or an app from the Connectors page, stops refreshing. Someone else sets it up again with their own connection. More fixes: [Fix common problems](https://help.brev.io/connecting-an-integration/#troubleshooting). ## Change or stop auto-tracking {#change-or-remove} - **See what it reads**: Hover over or click the gear on the connection. - **Track something else**: Remove auto-track and set it up again. A described value can be edited with its pencil. - **Stop it**: Click the trash icon, then Remove. The goal keeps its value and history, and goes back to Manual Only. - **Disconnect the app**: Removes it from every goal it feeds. Those goals keep their values and need auto-track set up again. --- Use Brev from Claude, ChatGPT or Cursor with the Brev MCP server, https://mcp.brev.io/mcp: [set it up](https://help.brev.io/connect-ai-assistant/).