Help staff draft self-reviews from their goals and one-on-one notes
At venture firm Airtree, the Head of People wrote a detailed Claude Cowork prompt that pulls each person's goals, metrics and one-on-one notes from Notion to draft a self-review against the firm's performance framework.
What they did
The firm already tracks goals, metrics and one-on-ones in Notion next to its performance framework. With Notion connected, Cowork reads that context and forms a view of each person's performance, wins and areas to improve, calibrated to the framework and goals. Staff use the draft as the starting point for their own review.
What happened
The firm says people now spend more time on reflection and better feedback conversations rather than on the writing itself.
Keep in mind
The source gives no numbers for this workflow and does not say how drafts are checked for fairness or accuracy. It only works if goals and one-on-one notes are kept up to date.
Try it with your agent
Draft my self-review for <review period>. Read my goals and metrics in <goals page>, my one-on-one notes in <1:1 notes page>, and our framework in <performance framework doc>. Summarize my main wins with evidence, where I fell short, and what I want to work on next, mapped to each part of the framework. Flag any claim that has no supporting note.
Replace the <angle brackets> with your own details.