Cascade connector
Automate Strategy Execution with Cascade Integrations
Connect Cascade to your business tools and keep strategic goals, KPIs, and initiatives in sync across every team.
What can you do with the Cascade connector?
Cascade is a strategy execution platform that helps organizations align goals, track OKRs, and measure performance against strategic initiatives. Integrating Cascade with your CRM, project management, HR, and BI tools means progress data flows automatically instead of waiting on manual updates. With tray.ai, you can build workflows that keep your strategic plans current, surface insights in real time, and cut the reporting overhead that slows execution down.
Automate & integrate Cascade
Automating Cascade business process or integrating Cascade data is made easy with tray.ai
Use case
Automated KPI and Metric Updates from Source Systems
Manually updating KPIs in Cascade from spreadsheets, CRMs, or finance tools is a bottleneck that produces stale data and misaligned decisions. With tray.ai, you can pull metric values from Salesforce, HubSpot, or any data warehouse on a scheduled or event-driven basis and push them directly into Cascade as measure updates. Your strategic dashboards stay accurate without anyone doing repetitive data entry.
Use case
Goal and Initiative Creation from Project Management Tools
When new projects or epics are created in Jira, Asana, or Monday.com, automatically creating linked initiatives in Cascade keeps strategic alignment intact from day one. tray.ai can listen for project creation events and map relevant fields to Cascade's initiative structure, saving planning teams from duplicating work across platforms.
Use case
Bi-directional Sync Between Cascade and CRM Data
Sales-driven OKRs — revenue targets, pipeline coverage, win rates — need to reflect live CRM data. tray.ai lets you sync deal and opportunity data from Salesforce or HubSpot into Cascade measure fields automatically, and optionally push goal progress back into CRM records so sales leaders have full context without switching tools.
Use case
Automated Status Reporting and Stakeholder Notifications
Cascade goal updates often need to reach wider stakeholders via Slack, Microsoft Teams, or email. tray.ai can trigger notification workflows whenever a goal status changes, a KPI falls below a threshold, or a milestone is marked complete — so stakeholders get timely, contextual updates without logging into Cascade.
Use case
HR and People Data Sync for OKR Ownership
When employees change roles, join new teams, or leave the organization, their OKR ownership in Cascade can quietly fall out of date. Integrating Cascade with your HRIS — Workday, BambooHR, Rippling — via tray.ai lets you automatically reassign or archive goals based on HR events, keeping your strategy structure clean and accurate.
Use case
Data Warehouse and BI Tool Integration for Advanced Reporting
Many strategy teams want to blend Cascade performance data with broader business intelligence. tray.ai can extract goal, initiative, and measure data from Cascade on a scheduled basis and load it into Snowflake, BigQuery, or a BI tool like Tableau or Looker — enabling richer cross-functional analysis and executive reporting beyond what Cascade's native reports can produce.
Use case
AI Agent-Driven Strategy Reviews and Recommendations
With tray.ai's AI capabilities, you can build agents that periodically review goal progress in Cascade, identify at-risk initiatives based on metric trends, and generate plain-language summaries or recommendations delivered via Slack or email. It's practical strategy oversight for organizations that don't have dedicated OKR program managers.
Build Cascade Agents
Give agents secure and governed access to Cascade through Agent Builder and Agent Gateway for MCP.
Data Source
Retrieve Strategic Goals
An agent can pull organizational goals and OKRs from Cascade to understand strategic priorities and how work lines up across teams. This context lets the agent make recommendations or generate reports grounded in what the company is actually trying to accomplish.
Data Source
Fetch Plan and Initiative Details
An agent can retrieve details about specific plans, initiatives, and projects within Cascade to track what work is in progress and how it connects to higher-level objectives. This is useful for generating status summaries or spotting gaps in execution.
Data Source
Query Goal Progress and Metrics
An agent can read progress updates and KPI values tied to goals to assess how well the organization is tracking toward its targets. This data can surface at-risk objectives or feed into performance dashboards.
Data Source
List Teams and Owners
An agent can look up team structures and goal ownership within Cascade to understand who's accountable and how reporting lines work. This helps route information or tasks to the right people in downstream workflows.
Data Source
Monitor Alignment Across Goals
An agent can examine how goals line up across different organizational levels, from company-wide to departmental, to spot misalignments or orphaned objectives. This supports strategic reviews and planning cycles.
Agent Tool
Create New Goals
An agent can create new strategic goals or OKRs in Cascade based on inputs from other systems, meetings, or planning workflows. This keeps Cascade current without requiring manual entry from users.
Agent Tool
Update Goal Progress
An agent can post progress updates to goals in Cascade by pulling data from connected tools like CRMs, project management systems, or data warehouses. No more manual check-ins — metrics stay current automatically.
Agent Tool
Create Plans and Initiatives
An agent can create new plans or initiatives in Cascade to capture work that needs to be tracked against strategic goals. This is useful for turning decisions from meetings or other tools into structured execution plans.
Agent Tool
Update Goal Attributes
An agent can modify goal details — owners, deadlines, descriptions, alignment relationships — when the org changes. Cascade stays an accurate reflection of current strategy without someone having to manually clean it up.
Agent Tool
Flag At-Risk Objectives
An agent can identify goals that are falling behind based on progress data, then update their status or alert stakeholders through other communication tools. This surfaces execution risks before they turn into real problems.
Agent Tool
Sync Goals from External Sources
An agent can pull goal or target data from external tools — spreadsheets, project management platforms, HR systems — and create or update the corresponding records in Cascade. This cuts down on duplication and keeps strategic planning in sync across the organization.
Get started with our Cascade connector today
If you would like to get started with the tray.ai Cascade connector today then speak to one of our team.
Cascade Challenges
What challenges are there when working with Cascade and how will using Tray.ai help?
Challenge
Stale KPI Data Due to Manual Update Processes
Strategy teams frequently end up with Cascade dashboards showing outdated metric values because updating them requires manual effort from goal owners who are focused on execution, not reporting. Over time, this erodes trust in the strategy tool and leads to decisions based on old data.
How Tray.ai Can Help:
tray.ai automates the extraction of metric values from source systems — whether a CRM, ERP, or spreadsheet — and pushes updates to Cascade on a schedule or in real time. No human intervention needed, and data freshness can match whatever cadence the business requires.
Challenge
Fragmented Goal Visibility Across Multiple Platforms
Organizations often track execution in project tools like Jira or Asana while tracking strategy in Cascade, which creates a disconnect where progress visible in one system is invisible in the other. Managers end up context-switching constantly, and it becomes hard to connect execution activity to strategic outcomes.
How Tray.ai Can Help:
tray.ai bridges project management tools and Cascade with bidirectional sync workflows, so initiatives, milestones, and completion statuses stay reflected across both platforms. Leaders get a unified view of strategy and execution without asking teams to change how they already work.
Challenge
Difficulty Scaling OKR Programs Across Large Teams
As organizations grow, manually maintaining goal alignment, ownership, and progress reporting in Cascade across hundreds of employees and dozens of teams becomes operationally unsustainable. OKR program managers end up chasing updates instead of coaching strategy.
How Tray.ai Can Help:
tray.ai automates routine OKR maintenance — status reminders, ownership updates, metric synchronization — at scale. Workflows can fan out across large organizational structures and handle complex conditional logic, removing the manual overhead that limits program growth.
Challenge
Lack of Proactive Alerting When Goals Fall Off Track
Without integration, catching a goal that's at risk in Cascade means stakeholders have to log in and review dashboards manually — something that rarely happens often enough to course-correct in time. By the time someone spots the problem, the window to intervene may already be closed.
How Tray.ai Can Help:
tray.ai enables event-driven or scheduled workflows that monitor Cascade goal statuses and metric trends, then automatically notify relevant owners and leadership via Slack or email the moment a threshold is breached. Strategy oversight shifts from reactive to proactive.
Challenge
No Native Integration Between Cascade and Enterprise Data Stacks
Cascade doesn't offer out-of-the-box connectors to data warehouses, HRIS platforms, or many niche business tools. That pushes engineering teams into building and maintaining custom API integrations that tend to be brittle, undocumented, and expensive to support.
How Tray.ai Can Help:
tray.ai has a pre-built Cascade connector alongside hundreds of others for data, HR, CRM, and productivity tools. Non-technical operators can build and maintain integrations using a visual workflow builder, while developers can extend them with code when needed — no custom integration work required.
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Integrate Cascade With Your Stack
The Tray.ai connector library can help you integrate Cascade with the rest of your stack. See what Tray.ai can help you integrate Cascade with.
Start using our pre-built Cascade templates today
Start from scratch or use one of our pre-built Cascade templates to quickly solve your most common use cases.
Template
Sync Salesforce Revenue Metrics to Cascade KPIs
Automatically updates Cascade measure values for revenue-related OKRs based on closed-won opportunities and pipeline data in Salesforce on a daily schedule.
Steps:
- Query Salesforce for updated opportunity and revenue metrics on a scheduled trigger
- Map Salesforce aggregate values to the corresponding Cascade measure fields
- Use the Cascade API to update measure entries and log the sync timestamp
Connectors Used: Salesforce, Cascade
Template
Create Cascade Initiatives from New Jira Epics
Whenever a new Epic is created in Jira, this template automatically creates a corresponding initiative in Cascade with aligned owners, due dates, and goal linkages.
Steps:
- Listen for Jira Epic creation events via webhook trigger
- Extract Epic title, owner, target date, and labels from the Jira payload
- Create a new initiative in Cascade mapped to the appropriate strategic goal
Connectors Used: Jira, Cascade
Template
Post Cascade Goal Status Changes to Slack
Monitors Cascade for goal status changes and delivers formatted Slack notifications to relevant team channels when goals move to at-risk, off-track, or completed status.
Steps:
- Poll the Cascade API on a scheduled basis to detect goal status changes
- Filter for meaningful status transitions such as on-track to at-risk
- Send a formatted Slack message to the designated channel with goal context and owner details
Connectors Used: Cascade, Slack
Template
Export Cascade Goal Data to Snowflake for BI Reporting
Runs a nightly export of all Cascade goals, measures, and initiative progress data into a Snowflake schema, enabling custom reporting and historical trend analysis in Tableau or Looker.
Steps:
- Trigger a nightly scheduled workflow to extract all active goals and measures from Cascade
- Transform and normalize the data into a flattened relational schema
- Upsert records into Snowflake tables partitioned by date for trend reporting
Connectors Used: Cascade, Snowflake
Template
Reassign Cascade OKR Ownership on BambooHR Role Changes
When an employee changes department or manager in BambooHR, this template automatically updates OKR ownership and team alignment in Cascade to reflect the new reporting structure.
Steps:
- Detect employee record updates in BambooHR via polling or webhook
- Identify affected goals and initiatives in Cascade by matching employee ID
- Update goal ownership and team assignment fields in Cascade to reflect the new org structure
Connectors Used: BambooHR, Cascade
Template
AI-Powered Weekly Strategy Digest via Email
Uses an AI agent to analyze current Cascade goal progress, flag at-risk items, and send a concise weekly strategy digest to leadership via email.
Steps:
- Pull all active goals, statuses, and metric values from the Cascade API on a weekly trigger
- Send structured goal data to OpenAI to generate a plain-language summary and risk highlights
- Deliver the formatted digest to designated leadership recipients via Gmail
Connectors Used: Cascade, OpenAI, Gmail