Draft performance review summaries
Pull together a year of feedback, goals and wins before writing a review.
People and HR · When you ask · Updated
Slack
Box
Dropbox
Notion
Microsoft 365
Linear
Asana
ClickUp
Jira
TrelloHow do you draft a performance review summary?
To draft a performance review summary, ask Maito in Slack for the person and period. It pulls completed work from your task tracker and notes and feedback from your files, groups them into wins, themes and open goals with links, and attaches a draft the manager edits before writing the review.
How it's done today
Managers write reviews from memory of the last month.
What Maito does
- Collect goals, feedback and shipped work
- Draft a summary with examples
Example
@Maito Help me prep Sam's review. Pull their wins and feedback from the year.
Sam's year, from Linear and the Google Drive folder: Wins (9, with links in the attached doc) • Cut first-response time from 4h to 1h 40m • Led the refund-policy rewrite, shipped Mar 12 • Trained 2 new hires, both fully on rotation by June Feedback themes (3): clear writing, calm under pressure, and 3 notes asking for earlier escalation of billing bugs. Goals: 4 of 5 met. The fifth, a help-centre revamp, was moved to 2027 in July. Catch: 7 of the 9 wins and most feedback are from after June. The first half has fewer written notes, so ask Sam what's missing. Attached: sam-review-prep.docx. The review itself is yours to write.
@Maito Add the 3 escalation notes as examples.
Added, with dates: Feb 4, May 19 and Aug 27. I left out names of who gave the feedback.
Jo (11:20 AM):
Help me prep Sam's review. Pull their wins and feedback from the year.
Maito (11:22 AM):
Sam's year, from Linear and the Google Drive folder:
Wins (9, with links in the attached doc)
• Cut first-response time from 4h to 1h 40m
• Led the refund-policy rewrite, shipped Mar 12
• Trained 2 new hires, both fully on rotation by June
Feedback themes (3): clear writing, calm under pressure, and 3 notes asking for earlier escalation of billing bugs.
Goals: 4 of 5 met. The fifth, a help-centre revamp, was moved to 2027 in July.
Catch: 7 of the 9 wins and most feedback are from after June. The first half has fewer written notes, so ask Sam what's missing.
Attached: sam-review-prep.docx. The review itself is yours to write.
Jo (11:30 AM):
Add the 3 escalation notes as examples.
Maito (11:31 AM):
Added, with dates: Feb 4, May 19 and Aug 27. I left out names of who gave the feedback.
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect files
- Google Drive
- Box
- Dropbox
- Notion
- Microsoft 365
- Connect task tracker
- Linear
- Asana
- ClickUp
- Jira
- Trello
Not connected yet? Your agent sends you a link to sign in.
What it won't do
Maito only sees work that is written down in your tools. It cannot judge performance or know what a manager observed in person.
Questions
From your task tracker, such as Linear or Asana, and your files in Google Drive, Box, Dropbox, Notion or Microsoft 365.
No. It collects the evidence and the themes. The manager writes the rating and the review.
Yes, if the notes are in the files you connect. It shows what it found and says what is missing.
