Demo (sample view)
See the actual screens and the flow: daily report → AI assist → manager approval → fair evaluation. No setup required, start from one person.
An employee's daily report (example)
P — Today's goal
Book follow-up meetings with 3 existing customers.
D — What you did
Called 3 customers; booked 2 meetings, 1 was unavailable. Prepared a proposal for one of them.
C — Reflection (what went well / what didn't)
What won the meetings was leading with a case study. The unavailable one may have been the wrong time of day.
A — Improvement
Shift calls to the 10-11am window and standardize the case-study talk track for every call.
Next-day P
Call the unavailable customer again in the morning and finish the proposals for the 2 booked meetings.
AI assist
Based on your reflection (C), the AI suggests a one-sentence draft for the improvement and the next-day plan. It does not give answers; the person makes the final call.
Manager approval
The manager approves once a day. On approval, everyone's reports are written to your spreadsheet, and the raw data on our server is erased within at most 24 hours.
Fair evaluation
The accumulated facts in daily reports become the basis for a fair evaluation that does not rely on subjective impressions (Evaluation Pro).