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Management Copilot: From review to tracked action

For managers, after the review: options to consider, messages to proofread before sending, and follow-up of committed actions until they are closed.

Management Copilot · AI

A suggestion to review, a next step to take on.

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.

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.

Suggested solution · Hugo Bernard’s annual review

A short training course on the scheduling tool

Suggested byAIto review

Professional fact noted by Léa Moreau, manager, on March 12, 2026“Getting started with the new scheduling tool: would like support.”

AI suggestion written for this example: no AI is called. It must be reviewed and put in context; it is neither an assessment nor an HR decision.

1What happens to the solution
2A message, if needed

Choose what happens to the solution, and draft an email if needed.

See this case with your organization

Management Copilot day to day

What managers prepare, then follow up

  1. Review context

    Find the relevant record before preparing a follow-up.

  2. Message preparation

    Review and edit the draft and its recipients before anything is sent.

  3. Actions taken on

    Distinguish committing, completing and closing the topic.

Before you start

Getting started with Management Copilot

The rollout

  1. Check the context

    Identify the topic, author, date and relevant professional facts.

  2. Prepare a follow-up

    Choose a suggestion or create a custom solution, then review it.

  3. Take it on

    Decide on the action to take and check any message before it is sent.

  4. Revisit the commitment

    Confirm what is done, then decide whether to close it.

  1. 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    Wording taken from a summary may be incomplete or out of date.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.

  2. 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?
  3. 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.

  4. 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.

In the demo

Examine a concrete professional follow-up

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.

What we review

  • Suggestions to examine
  • Custom solutions and reviewed drafts
  • Tracking of actions taken on
Book a demo
Upikat AI A 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.

All 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.

Your next step

Let’s start from how your teams really work.

Your sites, your reviews, your priorities. Prepare a demo built around the use cases that matter to your organization.

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