Four steps to set up, five each cycle.
Set up once
Tap any step to jump to it.
Set up once
Bring people in by CSV upload or a sync from your HR system. Roles, departments, and managers come along, so each review lands with the right reviewer from day one.
OAuth the tools your team already uses. Eighteen integrations across code, communication, CRM, phone, attendance, and OKRs. PerfCopilot reads metadata only (ticket statuses, deal stages, activity counts), never message bodies.
Upload a handful of past reviews you've written and Claude learns your voice: your phrasing, the skills you evaluate, the level of directness you use. The result is a custom preset that drafts in your tone, not generic AI tone. No past reviews on hand? Start from a default and tune it.
"Did a good job on the project this quarter."
"Drove the migration to completion a week early and unblocked two teams."
matched your voiceMatch each person to the preset that fits their role, whether that's an IC, a manager, a sales rep, or a support lead. The preset decides which signals matter and how they're weighted when PerfCopilot drafts that person's review.
Each cycle
Pick the cadence (weekly, monthly, quarterly, or custom) and the window. The cycle anchors every signal and draft to that period, so editing the dates later never rewrites history.
One click pulls the period's work from every connected tool into the cycle. Re-sync any time to pick up new activity before you generate.
Pick a person and generate. PerfCopilot runs the cycle's signals through Claude with that person's preset and tone, and writes a first draft with citations back to the source work.
Owned the Q1 onboarding revamp end to end. Delivered it two weeks early, helped close the Acme renewal, and kept follow-through steady across teams.
Read the draft with the bias check beside it, flagging gendered language, recency, and tenure. Edit the wording, add private manager notes the employee never sees, and adjust the rating if you want to override the model's read.
Send the review. The employee gets a magic-link to a sealed PDF, reads it, and acknowledges. Everything is logged in the audit trail and HR gets a copy.
Want more detail first? See what's in each draft · every integration · plans & pricing.