Prepare Your Monthly Talent Review Update
An 8-step workflow that pulls signals from meeting notes, Slack, and Ashby -- drafts your MBR highlight blurbs, updates the monthly review doc, posts drafts to Slack for review, and creates a task so nothing falls through before the deadline.
Overview
Every month before the business review deadline, you manually pull together signals from meeting notes, Ashby reports, and Slack, synthesize them into highlight blurbs, update the monthly review doc, post drafts for approval, and chase the deadline -- roughly 1-2 hours of context-switching before a single word is written. This MCP template automates the entire workflow. It reads your recent 1:1 meeting notes and sweeps Slack for anything that surfaced since, runs Ashby reports in parallel to build a verified data table, drafts three MBR highlight blurbs calibrated to your team's writing style, updates the monthly doc, posts a review thread to Slack, and creates a task with the deadline so nothing gets missed.
How it works
Configure the skill with your monthly review doc URL, Slack channel, Ashby report names, and the people in your review loop. Run it on the second Monday of each month -- or set it to trigger automatically. The skill extracts facts from meeting notes and recent Slack before drafting anything, shows you an intelligence summary to confirm, then generates the Talent Initiatives section for the Google Doc, drafts all three blurbs (red highlight, green highlight, anything to note), posts a review thread to Slack with a callout to your team, saves a process metrics message as a Slack draft for your TA lead, and creates a review task with the deadline. Two separate review flows, both tracked before anything goes to leadership.
Who this is for
Built for TA operations specialists who own the monthly business review update for their talent function -- coordinating between TA leadership and exec stakeholders, pulling data from multiple sources, and making sure the narrative is accurate and approved before the deadline.
Suggested prompt
Prep the MBR update
Frequently asked questions
What sources does this pull from?
It reads your most recent 1:1 meeting notes (via Granola) to extract the red, green, and anything-to-note signals, then sweeps recent Slack messages to catch anything that surfaced after the meeting. It also runs 8 Ashby reports in parallel to build a verified data table for the process metrics message. All extraction happens before any drafting -- nothing is written until the facts are confirmed.
What does the skill produce?
Five deliverables: (1) a Talent Initiatives section inserted into your monthly review Google Doc, (2) three MBR highlight blurbs (red, green, anything to note), (3) a Slack draft thread posted to your reporting channel for review, (4) a hiring process metrics message saved as a Slack draft for your TA lead to review and send, and (5) a task assigned to you with the MBR deadline and a summary of the signals used.
Does it send anything automatically?
The MBR blurb thread is posted to your Slack review channel, but it is explicitly marked as a draft pending your review -- a callout message tags you and your lead so no one treats it as final. The process metrics message is saved as a Slack draft only and never sent automatically. Your TA lead reviews and sends it herself. Both review flows are captured in the task created at the end.
How do I configure this for my own MBR workflow?
The skill uses a config section with your Google Doc URL, Slack channel ID, Ashby report names, and the people involved. You configure those once. For the writing style, it reads your previous two months of MBR entries to calibrate tone before drafting anything -- so the blurbs match how your team actually writes these updates, not a generic template.