Artificial intelligence · static example, no conversation
Illustration: the context of a review, two suggested solutions, one selected and completed by the manager, a draft message to review and an action tracked through to closure.
Context · Annual reviewHugo Bernard
Point to explore: team workload during peak periods.
Suggested solutionsAI
A monthly workload check-in with the teamSelected
Cross-site support during peaks
Your responseStart in April, first review in June.
Draft message
HBHugo BernardHRHR business partner
Review before sending
Action taken on
Commitment
Completion To doIn progress
Closure
Sample AI suggestion, written by hand: no AI is called. Assessments and decisions remain human.
Try it yourself
Three intentions for one solution
After a review, decide what happens to a suggested solution: mark it as already done, handle it, draft an email. You see what is committed, what is done, and what still needs review before anything is sent.
Management Copilot day to day
What managers prepare, then follow up
Review context
Find the relevant record before preparing a follow-up.
Context · 2026 annual reviewHugo Bernard’s record
EmployeeHugo Bernard · Maintenance technician
Review authorLéa Moreau · Manager
Content dateMarch 12, 2026
Professional factsExcerpt from the summary
Point to exploreGetting started with the new scheduling tool.
Stated requestSupport with peak-time schedules.
Wording may be incomplete or outdated: discuss it with the person.
Message preparation
Review and edit the draft and its recipients before anything is sent.
Email draftPairing on the scheduling tool
ToHBHugo Bernard
CcKHKarim HaddadCSChloé Simon · HR business partner
SubjectPairing on the scheduling tool
Message, editableAs agreed, Karim will support you for two weeks.
SendingDraftEmail drafted · not sent
Nothing goes out until the manager sends the message themselves.
No main recipient: a note, not a message to the employee.
Actions taken on
Distinguish committing, completing and closing the topic.
Actions taken onHugo Bernard
Pairing with Karim HaddadCommittedCompleted
Short training on the scheduling toolCommitted
Access to the scheduling toolAlready done
Pairing with Karim HaddadAction tracking
CommitmentI’ll handle it
CompletionTo confirmConfirmed
Topic closureExplicit decision
Committing to an action is not doing it: the manager confirms what is done.
Context · 2026 annual reviewHugo Bernard’s record
EmployeeHugo Bernard · Maintenance technician
Review authorLéa Moreau · Manager
Content dateMarch 12, 2026
Professional factsExcerpt from the summary
Point to exploreGetting started with the new scheduling tool.
Stated requestSupport with peak-time schedules.
Wording may be incomplete or outdated: discuss it with the person.
Email draftPairing on the scheduling tool
ToHBHugo Bernard
CcKHKarim HaddadCSChloé Simon · HR business partner
SubjectPairing on the scheduling tool
Message, editableAs agreed, Karim will support you for two weeks.
SendingDraftEmail drafted · not sent
Nothing goes out until the manager sends the message themselves.
No main recipient: a note, not a message to the employee.
Actions taken onHugo Bernard
Pairing with Karim HaddadCommittedCompleted
Short training on the scheduling toolCommitted
Access to the scheduling toolAlready done
Pairing with Karim HaddadAction tracking
CommitmentI’ll handle it
CompletionTo confirmConfirmed
Topic closureExplicit decision
Committing to an action is not doing it: the manager confirms what is done.
Before you start
Getting started with Management Copilot
The rollout
01
Check the context
Identify the topic, author, date and relevant professional facts.
02
Prepare a follow-up
Choose a suggestion or create a custom solution, then review it.
03
Take it on
Decide on the action to take and check any message before it is sent.
04
Revisit the commitment
Confirm what is done, then decide whether to close it.
01
Review the facts before choosing an action
The Management Copilot opens on the context of a review and suggests options for the manager to consider.
Wording taken from a summary may be incomplete or out of date. The manager goes back to the context and talks with the person before deciding on next steps.
02
Choose, adapt or write your own solution
Managers can add their own solutions. “Already done,” “I’ll handle it” and “Draft an email”: three distinct intentions.
The manager always reviews the draft and its recipients. Nothing is sent until they send the message themselves.
Already done
Was the action actually carried out?
I’ll handle it
Who owns the next step, and how will it be tracked?
Draft an email
Do the recipient and content match the intention?
Close
Keep tracking it, or close the topic?
03
Committing to an action is not doing it
An action that has been taken on is not necessarily finished: the manager then confirms what is done, and closing remains an explicit decision.
The goal: clear commitments, not a ranking of employees.
04
Understand what the AI actually produced
If the AI is unavailable, previous or generic suggestions may be shown with their status: this is not a new analysis of the record.
Upikat helps prepare the form, the Copilot the follow-up. We work with you to define access, authorized uses and the information shared.
On a fictitious review, you adapt a solution, prepare a draft without sending it, then compare an action that has been committed to and one that is finished.
Upikat AIA question to prepare for your demo: “How do you tell an action that has started from one that is actually done?”Message written by the Upikajob team. Upikat is the AI assistant that helps prepare reviews.
Helpful answers
Your questions, simply answered.
Pointers to assess your project and prepare the right questions.
Is an email sent as soon as a suggestion is generated?
No. “Draft an email” opens a draft: the manager checks the text and recipients, then uses the dedicated send action. Generating a suggestion sends nothing.
Can managers use their own solutions?
Yes: custom solutions describe a suitable follow-up, for which the manager remains responsible.
What does “Taken on” mean?
An action or follow-up is under way, not necessarily done or closed.
Can the Copilot assess individual well-being?
That is not the use presented here: actions start from an explicit professional context. Health and well-being data must not be the basis for any individual ranking or HR decision.
Can the AI be wrong?
Yes. A suggestion may miss a recent development, misread the context or remain too general. That is why reviewing, discussing and choosing a different action remain essential.
Management Copilot. The Management Copilot helps managers prepare actions and messages from the context of a review, then track the actions they have taken on.
The page has an example you can try, with no account or sign-up.
Audit & 360 Reviews. Prepare your skills reviews and 360-degree feedback with questionnaires, rater circles and a debrief to interpret with participants.
The page has an example you can try, with no account or sign-up.
Employee Records. Find employees, their reporting lines and their follow-up information in an employee record whose sections depend on the modules and access rights enabled.
The page has an example you can try, with no account or sign-up.
Leave & Absence. Centralize leave and absence requests, their status and their approval, based on the absence types and rules configured for your company.
The page has an example you can try, with no account or sign-up.
That’s me! In the app, I help each person prepare their part of the review form: I ask the template’s questions one at a time, then fill in the answers, for them to review.
The conversation with the manager and the decisions stay with the people involved. And I’m always presented as an AI.