Forum Discussion
Can Copilot help summarize employee feedback and review data?
If your feedback, 1:1 notes, goals, and review documents are all stored in places that Copilot can access (SharePoint, Teams, OneDrive, etc.), it can definitely help summarize information and surface key themes. We've had decent results using prompts to pull together meeting notes, feedback comments, and goal updates before review conversations.
The challenge is that employee feedback data is often spread across multiple locations and formats. In our case, managers still had to know where everything was and sometimes manually point Copilot to the right files.
What ended up being more useful for us was having the performance management system itself generate the summary. Some of the better HR tools in the Microsoft ecosystem like Teamflect already use AI to summarize feedback, review comments, survey responses, and goal progress in one place, which saves managers from hunting down documents first.
So I'd say Copilot can absolutely help, especially if your data is already well organized in M365. But if performance reviews are a major process for your organization, it's worth looking at whether your review platform has AI summaries built in rather than relying entirely on Copilot prompts.