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Pro feature✨ Contextual summariesWorks across everything

Less time reviewing. More time leading.

AI is woven throughout Manager Toolkit to surface what matters and cut through the noise. Summaries, suggested actions, generated descriptions, and people insights are all optional, transparent, and Pro.

Summarise
Generate
Suggest
Insight

Contextual AI summaries

Summaries appear on your dashboard, catchups, targets, and surveys, each one tailored to the context so you get the information that matters without re-reading everything yourself.

  • The dashboard summary reviews overdue catchups, off-track targets, and recent survey responses in one read
  • Catchup summaries highlight key takeaways and sentiment trends
  • Cached for an hour to keep things snappy; refresh any time to get the latest
  • Summaries can be turned off entirely from your account settings
AI Summary
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Generate descriptions with AI

Enter a title and click “Generate with AI” and AI writes a clear, actionable description in seconds. It works wherever you create or edit items, saving you the blank-page problem when setting up new work.

  • Works across targets, key themes, and surveys
  • The generated text is fully editable, treat it as a starting point rather than a final answer
  • Saves time when writing SMART descriptions for targets
  • No copy-pasting from external tools, everything stays in the app

New Target

AI will generate a description from your title…

Suggested actions from your notes

After a catchup, AI reads your notes and transcript to suggest concrete follow-up actions. No more re-reading your notes to find what you committed to. AI does it for you.

  • Add any suggestion with one click and it becomes a linked action on that catchup
  • Also works for survey responses: AI suggests actions based on what your team said
  • Each suggestion includes a clear rationale so you know why it was flagged
  • Ignore suggestions you don't need; they never create noise

Catchup Details

Alex Chen · Platform Engineering

SummaryActionsKey ThemesTranscript
Review API migration plan with DevOps
Share sprint retrospective notes with team
Update onboarding checklist for new starters
AI Suggested Actions
Follow up on timeline concerns raised by Alex
Book Thursday review session for auth service
Update onboarding docs with new repo links

People insights before every one-to-one

AI reviews a team member's catchup history, targets, and notes to surface trends and talking points. Walk into every 1:1 prepared without spending twenty minutes re-reading old notes.

  • See sentiment patterns over time to spot when someone's engagement is shifting before it becomes a problem
  • Insights connect catchups, targets, and actions into a single view
  • Talking points are generated automatically based on recent activity
  • Click through the tabs below to explore catchup history, linked targets, and more
AC

Alex Chen

Platform Engineering · Weekly catchup

😊4
😐2
😟0
AI InsightsPro
Click Refresh to generate insights…
😐

6 Mar 2026

Discussed timeline concerns on auth service.

😐

20 Feb 2026

Sprint velocity lower than expected.

😊

13 Feb 2026

Great progress on onboarding improvements.

😊

6 Feb 2026

Interested in mentoring new starter.

AI that works for you, not the other way round

Every AI feature is designed to save you time and surface what matters. All features are optional, transparent, and always under your control.

🧠Dashboard briefingOne-read overview of overdue items, off-track targets, and recent responses
📝Catchup summariesAI reviews your notes and highlights key takeaways
🎯Target summariesSee which targets need attention without re-reading everything
📊Survey insightsAI surfaces themes and sentiment from your team responses
✍️Generated descriptionsOne-click SMART descriptions for targets, themes, and surveys
💡Suggested actionsAI reads your notes and suggests concrete follow-ups
👥People insightsTrends, sentiment, and talking points before every 1:1
🔒Optional and transparentTurn AI on or off from your account settings at any time

Frequently asked questions

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