ClearPoint Strategy Data Export Automation: API Alternative for Strategic Planning and Performance Tracking

Introduction

ClearPoint Strategy is a comprehensive strategic planning and performance management platform used by government agencies, cities, and municipalities to manage strategic plans, KPIs, goals, and reporting. While ClearPoint Strategy provides web-based dashboards and reporting tools, the platform has limited or restricted API access for most government users. Browser automation provides a reliable solution to automate strategic planning and performance tracking, sync department goals with city-wide reports, and export KPI dashboards on schedule directly through the ClearPoint Strategy web interface, enabling streamlined government performance management and compliance.

Why Use Browser Automation for ClearPoint Strategy Data Export?

• Limited API Access: ClearPoint Strategy has restricted or no API access for most government users and agencies
• Strategic Planning: Automate strategic plan updates, objective tracking, and initiative management
• Performance Tracking: Automate KPI data entry, status updates, and performance monitoring
• Department Goals Sync: Sync department-level goals and metrics with city-wide or organization-wide reports
• KPI Dashboards: Export KPI dashboards and scorecards on a scheduled basis for distribution or archival
• Multi-Department Reporting: Collect and aggregate performance data across departments and programs
• Compliance Reporting: Generate performance reports for council, boards, and regulatory requirements
• Dashboard-Only Features: Many dashboards and reports are only available through the web interface
• Scheduled Exports: Run automated exports on a schedule without manual login or navigation

Setting Up ClearPoint Strategy Data Export Automation

Here's how to automate ClearPoint Strategy data collection using browser automation:

import { chromium } from 'playwright';

const response = await fetch("https://api.anchorbrowser.io/api/sessions", {
  method: "POST",
  headers: {
    "anchor-api-key": "YOUR_API_KEY",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    'headless': false,
    'proxy': {
      'type': 'residential',
      'country': 'US'
    }
  }),
});

const { id } = await response.json();
const connectionString = `wss://connect.anchorbrowser.io?apiKey=YOUR_API_KEY&sessionId=${id}`;

const browser = await chromium.connectOverCDP(connectionString);
const context = browser.contexts()[0];
const ai = context.serviceWorkers()[0];
const page = context.pages()[0];

// Navigate to ClearPoint Strategy
await page.goto("https://yourorg.clearpointstrategy.com/");

// Login with AI agent
await ai.evaluate(JSON.stringify({
  prompt: 'Log in to ClearPoint Strategy using the provided credentials. Complete any security verification steps and wait for the dashboard to fully load.'
}));

Automating Strategic Planning and Performance Tracking

Automate strategic plan updates and performance tracking workflows:

const automateStrategicPlanning = async (page, ai, planUpdates) => {
  // Navigate to strategic plan or scorecard section
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Strategic Plan or Scorecard section in ClearPoint Strategy'
  }));
  
  // Update objectives or initiatives
  await ai.evaluate(JSON.stringify({
    prompt: `Update strategic plan items: ${planUpdates.objectives ? 'objectives ' + planUpdates.objectives.join(', ') : ''} ${planUpdates.initiatives ? 'initiatives ' + planUpdates.initiatives.join(', ') : ''}. Set status and progress as specified.`
  }));
  
  // Navigate to performance / KPI section
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Performance or KPI Tracking section'
  }));
  
  // Update KPI values or status
  await ai.evaluate(JSON.stringify({
    prompt: `Update performance tracking: enter or update KPI values, status (on track / at risk / behind), and comments for the current period. Save all changes.`
  }));
  
  await page.waitForLoadState('networkidle');
  return true;
};

Syncing Department Goals with City-Wide Reports

Export department-level goals and sync with city-wide or organization-wide reports:

const syncDepartmentGoalsWithCityReports = async (page, ai, departmentIds, reportPeriod) => {
  const departmentData = [];
  
  for (const deptId of departmentIds) {
    // Navigate to department scorecard or goals
    await ai.evaluate(JSON.stringify({
      prompt: `Navigate to the department or scorecard view for department ID or name: ${deptId}`
    }));
    
    // Export department goals and KPIs
    await ai.evaluate(JSON.stringify({
      prompt: `Export goals and KPIs for department ${deptId} for period ${reportPeriod}. Include: goal name, target, actual, status, owner, and last updated. Export as Excel or CSV.`
    }));
    
    const download = await page.waitForEvent('download');
    const path = await download.path();
    departmentData.push({ departmentId: deptId, exportPath: path });
    await page.waitForTimeout(1000);
  }
  
  // Navigate to city-wide or org-wide report
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the City-Wide Report, Executive Summary, or Organization-Wide Scorecard section'
  }));
  
  // Generate consolidated report for same period
  await ai.evaluate(JSON.stringify({
    prompt: `Generate or refresh the city-wide (organization-wide) report for period ${reportPeriod}. Ensure all departments are included. Export the consolidated report as PDF or Excel.'
  }));
  
  const cityDownload = await page.waitForEvent('download');
  const cityReportPath = await cityDownload.path();
  
  return { departmentData, cityReportPath };
};

Exporting Department Goals for Consolidation

Export department goals in a format ready for city-wide consolidation:

const exportDepartmentGoals = async (page, ai, departmentName, period) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Departments or Scorecards section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Select department: ${departmentName} and set reporting period to ${period}`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Export department goals and KPIs including: goal/objective name, measure, target, actual, status, trend, owner, and update date. Export as Excel or CSV.'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Exporting KPI Dashboards on Schedule

Export KPI dashboards on a schedule (e.g., weekly or monthly) for distribution or archival:

const exportKPIDashboardOnSchedule = async (page, ai, dashboardName, format) => {
  // Navigate to dashboards
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Dashboards or KPI Dashboards section in ClearPoint Strategy'
  }));
  
  // Select dashboard
  await ai.evaluate(JSON.stringify({
    prompt: `Open or select the dashboard: ${dashboardName}. Wait for all widgets and data to load.'
  }));
  
  // Export dashboard (PDF snapshot or data export)
  await ai.evaluate(JSON.stringify({
    prompt: `Export the KPI dashboard as ${format || 'PDF'}. If PDF: use Print or Export to PDF so the full dashboard is captured. If Excel: use Export Data or similar to get underlying KPI data. Wait for the download to complete.'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

// Example: run on a schedule (e.g., cron or task scheduler)
// await exportKPIDashboardOnSchedule(page, ai, 'Executive Scorecard', 'PDF');

Exporting Multiple Dashboards on a Schedule

Export several KPI dashboards in sequence for scheduled reporting:

const exportScheduledDashboards = async (page, ai, dashboardList, format) => {
  const exported = [];
  for (const name of dashboardList) {
    const path = await exportKPIDashboardOnSchedule(page, ai, name, format);
    exported.push({ dashboard: name, path });
    await page.waitForTimeout(2000);
  }
  return exported;
};

Exporting Performance Reports

Export performance and scorecard reports by period or program:

const exportPerformanceReport = async (page, ai, reportType, period) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Reports or Performance Reports section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Select ${reportType} report (Scorecard Summary, KPI Report, Goal Status, or Initiative Report) and set period to ${period}`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Generate the report, wait for it to load, then export as PDF or Excel'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Syncing with External Systems

Export performance data for integration with external reporting or business intelligence tools:

const syncToExternalSystem = async (page, ai, dataType) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Export or Data Export section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Export ${dataType} (goals, KPIs, scorecard data, or dashboard data) in the format required for external systems. Include all necessary fields for syncing with BI tools, council reporting, or other government systems.`
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Best Practices

• Security: Use secure credential storage and enable proper handling for multi-factor authentication and government security requirements
• Rate Limiting: Add appropriate delays between requests (5–10 seconds) to avoid triggering security flags or account restrictions
• Data Validation: Verify exported data completeness and accuracy before distributing reports or syncing with city-wide reports
• Error Handling: Implement comprehensive retry logic for transient failures, network issues, and temporary system unavailability
• Compliance: Ensure data handling meets government reporting and transparency requirements
• Scheduled Runs: Use a scheduler (cron, task runner) to run dashboard exports during off-peak hours
• Audit Trail: Maintain logs of all automated exports and syncs for accountability
• Session Management: Handle session timeouts gracefully and implement automatic re-authentication for scheduled jobs
• Goal Hierarchy: Preserve department-to-organization goal alignment when exporting and consolidating

Resources

• Anchor Browser Documentation - Complete API reference and guides
• Anchor Browser Playground - Try browser automation in your browser

Conclusion

Browser automation provides a flexible and reliable alternative to API access for ClearPoint Strategy data export and workflow automation. By leveraging intelligent browser agents, you can automate strategic planning and performance tracking, sync department goals with city-wide reports, and export KPI dashboards on schedule—workflows that aren't easily achievable through manual processes or limited API access. Whether you need to automate scorecard updates, consolidate department data into city-wide reports, or run scheduled dashboard exports, browser automation enables efficient performance management for government agencies using ClearPoint Strategy.

Start automating your ClearPoint Strategy workflows today and streamline your strategic planning and performance reporting!