Automated KPI (Metric) Check-Ins

For Metric goals connected to a data source, Brev can pull current values automatically — no manual check-in required. This article explains how to set up automated KPI updates and what to expect once they're running.

Manual check-ins are great for qualitative updates and context. But for hard numbers — revenue, pipeline, NPS, uptime — manually entering values every week is error-prone and tedious. The data already exists in your systems; Brev should just pull it.

Automated KPI check-ins eliminate the update burden for your most important metrics, keep data current without anyone thinking about it, and remove the human-lag problem (the number in Brev is always current, not "last Friday's number that someone entered on Tuesday").

1. You connect a Metric goal to a data source (Google Sheets, HubSpot, Salesforce, etc.).

2. You configure which cell, field, or record Brev should pull from.

3. You set the sync frequency (hourly, daily, weekly).

4. Brev fetches the value at the configured interval and updates the Metric automatically.

5. Each automated pull creates a check-in entry in the goal's history, timestamped and labeled "Automated update."

The goal owner doesn't need to do anything — the number stays current on its own.

If you haven't already, set up the relevant integration:

1. Open the Metric goal.

2. Click Connect data source in the goal detail view.

3. Select the integration.

4. Navigate to the specific data point:

1. Preview the current value to confirm it's the right data point.

2. Click Connect.

3. Brev will connect every hour for an update
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Automated check-ins capture the number but not the story. Set a recurring reminder for the goal owner to add weekly commentary — even if the value updates automatically:

1. Open product settings

2. Ensure your check in rhythm is set via Product Settings

3. The owner gets a Slack/email nudge to add context to the automated data.

This is the best of both worlds: numbers that update themselves, context that comes from a human.

If a data source sync fails, Brev:

1. Marks the goal with a sync error badge.

2. Notifies the goal owner via Slack/email.

3. Retries the sync at the next scheduled interval.

Common reasons for sync failures:

To manually trigger a sync: open the goal → click Sync now next to the data source indicator.

​⚠️ Note: If a sync has been failing silently for several days, the "Last updated" timestamp will be stale. Check the data source connection status in Settings → Integrations regularly, especially after major changes to your connected tools.

Automated check-ins are available for:

As always, feel free to reach out to us at [email protected] with any questions or directly chat with us in the Brev app.