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AI agentReview preparation (appraisal)

Preparing an appraisal conversation with AI

An assistant that helps managers prepare an appraisal or evaluation conversation.

Review preparation (appraisal) is AI agent in Altramano for HR: an assistant that helps managers prepare an appraisal or evaluation conversation.

It works without an external integration, with tables, forms and the Studio in your own environment.

AI agent · department HR

What it does

Say who it is about and what is going on. The assistant gives you a structure for the conversation: the goal, three strengths to name, two development points with example questions, the agreements and the follow-up. Neutral and without judgement.

What you need

  • No external integration; works with tables, forms and the Studio in your own environment.

How does preparing an appraisal conversation work with AI?

An AI agent works with its own instructions and its own sources, which you start in the Studio or from an automation.

Say who it is about and what is going on. The assistant gives you a structure for the conversation: the goal, three strengths to name, two development points with example questions, the agreements and the follow-up. Neutral and without judgement.

No external integration is needed: the data is in a table or form in your own environment, or in the documents you give the AI agent.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For HR: leave, onboarding and applications, with approval by the manager. Those hours go into attention for new people and into conversations, instead of into keeping track of leave and onboarding.

This department comes into play in hospitality, cleaning and facilities and staffing and recruitment agencies.

How to install it

  1. Choose the template in your environment under Templates.
  2. Give the AI agent its sources: documents, a mailbox or a table.
  3. Try it in the Studio and adjust the instructions wherever you like.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

Use this templateBook a demo

Frequently asked questions

What do I need for Review preparation (appraisal)?

No external integration and a Altramano environment.

Which department is Review preparation (appraisal) for?

HR, in industries such as hospitality, cleaning and facilities and staffing and recruitment agencies.

What is an AI agent?

An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to. It works with its own instructions, sources and tools. You start it in the Studio or from an automation.

Does it make answers up?

It works only with the sources you give it and refers to them. If something is not in there, it says so.

More for HR

SjabloonSoortWhat it does
Onboarding checklistautomationA new employee in the table starts a checklist for the first day, week and month.
Staff handbook questionsAI agentAn assistant that answers questions about staff arrangements from your own handbook.
Application → dossier and acknowledgementautomationEvery application through the form lands in a table; the candidate gets an acknowledgement, for approval.
All 10 templates for HR

Templates are updated in your Altramano environment.

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