Never miss quarterly performance reviews for your staff
Run your weekly goals review with AI
Run your weekly goals review with AI
AI reads your goals, searches Slack and Gmail for evidence of progress, drafts updates, and logs accomplishments -- no matter where you track them.
Overview
Weekly goal updates are the chore everyone pushes to Friday at 4pm. You have to remember what you actually did, dig through Slack and email for proof, write it up in a way your manager will read, and update your tracker. By the end of the week, Monday's wins are already fuzzy. Most people either skip the update or write something vague that undersells their work. This template flips the script -- AI reads your goals first, then proactively searches Slack for internal activity and Gmail for external work to find the evidence for you. It drafts specific progress updates with links, and logs the highlights to your goal tracker, whether that's Small Improvements, a Google Sheet, or both.
How it works
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AI pulls your current goals from Small Improvements or your Google Sheet to understand what you're working toward.
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Based on each goal's description, it searches Slack and Gmail for relevant activity from the past week -- no manual mapping needed.
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It drafts a progress update for each goal with specific accomplishments, counts, and evidence links.
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It posts updates directly to your goal tracker and logs the highlights for your records.
Who this is for
Anyone who tracks goals at work and dreads the weekly update. Whether you're an IC updating OKRs, a manager reporting on team progress, or someone building a promotion case over time -- if your evidence lives in Slack and email, this template finds it for you.
Suggested prompt
Help me run my weekly goals review. Here's what I need: 1. Where my goals live (my name and cycle in Small Improvements, or a Google Sheet link with my goals listed) 2. Optionally, any Slack channels or Gmail keywords that are especially relevant. Start by reading my goals to understand what I'm working toward. Then proactively search Slack and Gmail for my activity from the past week that maps to each goal -- use goal titles, keywords, and descriptions to build smart search queries. Draft a progress update for each goal with specific accomplishments and evidence links. Be honest about blockers. Then post the updates to my goal tracker and log the top highlights for my records.
Frequently asked questions
What goal-tracking tools does this template work with?
This template supports Small Improvements and Google Sheets. If your company uses Small Improvements, the AI can pull your goals directly and post progress updates as goal comments. If you use a Google Sheet to track goals or OKRs, it reads your goals from there and logs updates back. You can also use both -- for example, pulling goals from Small Improvements and keeping a running accomplishments log in a Sheet.
How does the AI know what to search for in Slack and Gmail?
The AI reads your goal titles and descriptions first, then builds search queries based on the keywords, project names, and themes it finds. For Slack, it searches channels where your work shows up. For Gmail, it looks for sent emails and threads related to each goal. You can optionally point it to specific channels or email keywords, but most of the time it figures out where to look on its own.
Do I need to run this every week or can it be automated?
This template is designed as a conversational workflow you kick off when you are ready to do your weekly review. You run it, review the drafted updates, make any edits, and then confirm before anything gets posted. This keeps you in control of what your manager sees while still saving you the time of hunting for evidence and writing updates from scratch.
Can I use this for promotion cases or performance reviews?
Yes. Every time you run a weekly review, the template logs your top accomplishments with evidence links. Over weeks and months, this builds a running record of your impact -- exactly the kind of documentation people scramble to compile at review time. Instead of trying to remember six months of work from memory, you have a timestamped, evidence-backed log ready to go.
