When you open a new catchup, the AI analyses recent activity for that team member and suggests discussion points you might want to cover. This helps you prepare for conversations quickly and ensures nothing important falls through the cracks.
How It Works
The AI looks at several sources of data to build its suggestions:
- Outstanding actions assigned to or created for the team member
- Recent catchup notes and any themes that came up previously
- Overdue or upcoming targets the team member is involved in
- Sentiment trends from recent conversations
Based on this information, it generates a short list of suggested topics, each with a brief explanation of why it might be worth discussing.
Using Suggested Topics
Tips for Getting the Most from Suggestions
The more data you have in Manager Toolkit, the better the suggestions become. If you have only logged a handful of catchups, the AI will have less context to work with. Over time, as you build a richer history of conversations, actions, and targets, the suggestions become increasingly relevant.
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