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CandyMullany's avatar
CandyMullany
Brass Contributor
May 12, 2026

Using AI to prep managers before performance reviews. What are you doing?

We're a 50 person company and review season is coming up. Our managers keep saying they dont have enough context on their direct reports when its time to write reviews. Someone suggested using Copilot to summarize Teams chats and emails but that feels like it would miss the actual performance data like goals and feedback. Whats everyone else doing to help managers prep for reviews? Is there some AI-powered tool that pulls together the actual relevant stuff?

2 Replies

  • tfai's avatar
    tfai
    Copper Contributor
    May 21, 2026

    CandyMullany​ - I just sat through a MS Learn session about CoPIlot Adoption and they talked about exactly this. There are three things you can access. (1) CoPilot Analytics Dashboard - you will find this in your Admin Center under CoPilot - (2) Viva Insights (Agent 365) requires VIVA (but is now available for free as part of CoPilot license), (3) A set of M365 CoPilot Adoption Reports that are provided as PowerBI Templates that you would have to use and build in your org. I have seen the CoPilot dashboards and Agent dashboards, but know nothing about the Power BI Template reports. Just heard this today from Michael and Lily from MS teams - someone here may have more context. These resources are available at this link:

    https://adoption.microsoft.com/en-us/copilot/ 

    Hope this helps.  Good luck. 

  • HarryP's avatar
    HarryP
    Copper Contributor
    May 21, 2026

    Well there are different ways to go about this but I honestly don't think this is what Copilot is actually for. Performance reviews and management overall is too complex a process with too much riding on it that trusting a tool not specialized in it isn't worth the effort.

    If you really want to harness AI for this process, there are plenty of strong HR/performance review software in the Microsoft app store with very strong AI features. While I am not the biggest AI person, I know for a fact that Teamflect, the tool we currently use for performance reviews, has an AI assistant built in that can analyze performance data, goals, etc, and can help managers and employees prepare for meetings. 

    I've heard great things about it internally and have experimented with it myself. I can strongly recommend you give it a try.