Playbooks / Team + HR / Team Operations
Performance Note Drafts
Drafts review inputs from the actual record: wins, misses, growth areas. Factual, kind, no surprises at review time.
How to run it
Open Team + HR > Team Operations > Performance Note Drafts in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Performance Note Drafts workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Draft review inputs from the actual record: wins, misses, growth areas. Factual, kind, no surprises at review time. Owner owns the judgment.
Put this workflow to work.
The Team + HR agent ships with this one installed. Open the demo and ask it to run the Performance Note Drafts workflow on something of yours.