Auto-track: the complete guide

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 #

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 "<name> checked in via <App>", 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 #

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 #

Title

The dialog reads "Describe a value in <App>".

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.

Each tool's options #

Labels are exact. Options apply to the item picker unless a tool says otherwise.

Auto-track from 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

Auto-track from 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 <field>, or Average <field> for rate-like fields.

Filters

Set in the Salesforce report. Brev has no filter control.

Steps

Connect Salesforce

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

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

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

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 #

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

Auto-track from 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

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

Auto-track from 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 <column> (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

Auto-track from 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

PowerBI and 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.

Apps that don't track goals #

Slack

Recaps, check-in reminders and check-ins in Slack. Connect Slack

Google Calendar and Outlook Calendar

Meetings and the meeting agent. Google, Outlook

Notion Meeting Notes

AI Meeting Notes transcripts only. Connect Notion

Granola

Meeting notes and transcripts. Connect Granola

Refresh schedule #

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 #

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.

<App> 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.

Change or stop auto-tracking #

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.