# Performance Review Summary Drafted From Evidence

Source: https://maito.app/workflows/draft-performance-review-summaries

Maito gathers a person's wins, feedback and goals from your tracker and files, and drafts a review summary with links, so managers start from facts.

Pull together a year of feedback, goals and wins before writing a review.

[People and HR](https://maito.app/workflows/team/people-and-hr) · When you ask · Updated October 19, 2026

Works with

-   Slack
-   Email
-   Box
-   Dropbox
-   Notion
-   Microsoft 365
-   [Linear](https://maito.app/workflows/tool/linear)
-   [Asana](https://maito.app/workflows/tool/asana)
-   [ClickUp](https://maito.app/workflows/tool/clickup)
-   [Jira](https://maito.app/workflows/tool/jira)
-   [Trello](https://maito.app/workflows/tool/trello)

## How 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

1.  Collect goals, feedback and shipped work
2.  Draft a summary with examples

## Example

**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

When you ask Draft performance review summaries

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

### Where does the evidence come from?

From your task tracker, such as Linear or Asana, and your files in Google Drive, Box, Dropbox, Notion or Microsoft 365.

### Does it rate the person?

No. It collects the evidence and the themes. The manager writes the rating and the review.

### Can it include peer feedback?

Yes, if the notes are in the files you connect. It shows what it found and says what is missing.

## More people and hr workflows

-   [Answer policy questions Employees ask about leave, expenses and benefits and get the answer from your handbook. People and HR · When you ask Works with Slack, Email.](https://maito.app/workflows/answer-policy-questions)
-   [Run a new hire's first weeks New hires get the right accounts, tasks and introductions on the right day. People and HR · When you ask Works with Linear, Asana, Gmail, Microsoft 365.](https://maito.app/workflows/run-a-new-hires-first-weeks)
-   [Write a job description Get a clear job post from a few notes and similar past roles. People and HR · When you ask Works with Slack, Email.](https://maito.app/workflows/write-a-job-description)
-   [Screen applications against the role Get a short summary of each applicant against what the role needs. People and HR · When something happens Works with Slack, Email.](https://maito.app/workflows/screen-applications-against-the-role)
-   [Prepare interview kits Interviewers get the CV summary, questions and scorecard before the interview. People and HR · When something happens Works with Google Calendar, Microsoft 365.](https://maito.app/workflows/prepare-interview-kits)
-   [Collect interview feedback Chase interviewers for scorecards and summarize them for the debrief. People and HR · On a schedule Works with Slack, Email.](https://maito.app/workflows/collect-interview-feedback)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

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[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fdraft-performance-review-summaries)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)
