Goal AI workflow template: A goal that closes when the work does.

The Goal template makes your AI turn an objective into a measurable target with a timeline, hold it active while initiatives and tasks are linked under it, then review progress against the metric. You approve the target before tracking starts and approve the close. Reject the review and it returns to active.

4 steps · 2 approvals · 1 loop back · waits for child tasks

Goal · example runyour AI client
  1. 01Captureyou approve
  2. 02Activewaits on children
  3. 03Reviewyou approve
  4. 04Completeclosing note
task created · workflow attached

example · the steps are this template's real steps

in short

What does the Goal template do?

For founders and team leads who set quarterly objectives and want progress tied to the actual work, not to a status meeting.

It is a stored workflow, not a prompt. Your AI client receives one step at a time from ConvOps over MCP, does the work, and advances. The engine holds the run at each of its two approvals until a person says yes.

  • Set Q1 revenue targets and track progress to the milestone
  • Define a product-market-fit goal with explicit sign-off on the target
  • Run a quarterly objective from definition through verified completion
step by step

How does the Goal workflow run?

4 steps, in this order. Below each one is the instruction your AI receives at that step, exactly as the template stores it.

Capturewaiting for you
Activewaits on children
Reviewapproval
Completeclosing note
  1. 01

    Capture

    waits for your approvalrole · planner

    Define the goal with a measurable outcome and timeline.

    Confirm:

    • What is the measurable outcome (the metric or deliverable)?
    • What is the timeline (quarterly, annual, multi-year)?
    • How will success be measured?

    Record the answers in the goal's description or metadata. Request operator approval before activating.

    no rejection path · the run moves on only when approved

  2. 02

    Active

    waits for child tasks

    Goal is now active. Create or link child work items that drive toward this goal: initiatives for committed bodies of work, or direct tasks/bugs for standalone items. Types are semantic; pick what matches the work.

    This step is the steady state: the goal stays here while work is in progress. Advance to review when ready for a progress check or when the timeline milestone arrives.

  3. 03

    Review

    waits for your approvalrole · reviewer

    Review progress toward the goal's measurable outcome.

    Report:

    • Current status of linked child work (initiatives, tasks, or bugs)
    • Progress toward the target metric or deliverable
    • Whether the timeline is still realistic

    If the goal is met, request operator approval to close it. If still in progress, reject to return to the active state and continue working.

    rejected → back to Active

  4. 04

    Complete

    closes with a note

    Goal achieved. Record the final outcome and close it out.

where a person decides

Where do you approve in Goal?

Two steps wait for a person. You answer in the chat; the engine records the verdict and the audit row records who gave it.

step 1

Capture

A goal without a measurable outcome and a timeline cannot be reviewed. You approve the target and how success is measured before the goal goes active.

what you review

  • What is the measurable outcome (the metric or deliverable)?
  • What is the timeline (quarterly, annual, multi-year)?
  • How will success be measured?

no rejection path · approve to continue

step 3

Review

Your AI reports the status of linked child work, progress on the metric and whether the timeline still holds. Approve to close, or reject to return to Active and keep going.

what you review

  • Current status of linked child work (initiatives, tasks, or bugs)
  • Progress toward the target metric or deliverable
  • Whether the timeline is still realistic

reject → back to Active

gates the engine checks without you

  • Active waits until every child task is completed or cancelled. Each child runs its own workflow.
  • Complete closes only when your AI leaves a closing note. The note is saved to the task as context, so later work can find why it ended the way it did.
what you need

What do you need to run Goal?

Read from the template's own steps: the tools they call, the files they write, and whether they touch code.

An AI client
Claude Code, Claude (desktop, web, Cowork), OpenAI Codex, ChatGPT, Cursor, OpenCode, or any MCP client. ConvOps does not run the model; your client does the work.
ConvOps
A workspace with Goal installed. It attaches to the goal task type, so new work of that type starts on it.
Also install
Feature: this template creates child work that runs on that workflow.
Tools your AI calls
workflow_advance to move between steps.
Where the work lands
The task itself, with a closing note.
A repository
No. A plain chat client is enough.
Roles named in steps
planner, reviewer. A hint for clients with subagents; one AI can run every step.
make it yours

How do you customize Goal?

An installed template is a workflow in your workspace. Ask your AI to change it in plain words; the edit lands on the one step that needs it.

ChatGPTexample

new chat

more example prompts

  • "In Review, also compare progress with the same point last quarter."
  • "Add a rule to Capture: every goal names one owner."
  • "Make Active list the linked initiatives and their status in the goal description."
the difference

Goal: without a workflow vs with it

  • A goal gets declared in a meeting, then drifts with no agreed target or owner
  • By quarter-end nobody can say what moved the metric or when
  • The goal closes even though its underlying work never finished
  • The process lives in a prompt, and each run follows it a little differently
questions

Goal template FAQ

Can a goal be active with no work under it yet?

Yes. The Active step waits for child work to finish but allows an empty goal, so you can activate the target first and link initiatives or tasks as they come.

How often does the goal get reviewed?

Active is the steady state. Your AI advances to Review when you ask for a progress check or when the timeline milestone arrives. Rejecting the review returns the goal to Active.

What work can sit under a goal?

Initiatives for committed bodies of work (the Feature template attaches to initiatives) or direct tasks and bugs for standalone items. The catalog lists Feature as this template's dependency.

Which AI clients can run the Goal template?

Any MCP client connected to ConvOps. Verified clients: Claude Code, Claude (desktop, web, Cowork), OpenAI Codex, ChatGPT, Cursor, OpenCode. It needs no repository, so a plain chat client works.