Forum Discussion
Got Copilot to use goal progress when drafting review feedback?
So I've been trying to experiment with how I use Copilot for performance management, reviews, goals, etc. When I manually feed goals, feedback results, etc into Copilot, it drafts pretty decent performance reviews. Now Im curious. Can I automatically feed these into copilot from any HR platform with API's or something? So it automatically views goal progress and drafts review feedback? I know if Viva Goals was still available, I would be able to do something along these lines. Anyone tried this?
1 Reply
Yes it's technically possible with most platforms that have decent APIs, but the lift is bigger than it looks. The path is roughly: Power Automate or a Graph connector to pull goal/feedback data from your HR platform on a schedule, land it somewhere structured (SharePoint list, Dataverse, whatever), then build a Copilot Studio agent that queries that data when drafting reviews. Definitely doable but not trivial at all.
If you want a faster path that doesn't require building anything from scratch, there are a few HR platforms that already do this inside Teams natively.
We use Teamflect, which has goals, feedback, and reviews in one place. When you draft a review, the AI assist pulls from the goal progress and feedback already logged on that person, so you skip the connector/API layer entirely because the data lives where the drafting happens. First draft is decent, you still edit obviously, but it kills the blank-page problem.
