AI Meeting Workspace Assistant Settings & Options (admin)

Introduction

If you are on a PerformYard Premium (formerly Enterprise) account and have a PerformYard Meetings license, as an administrator, you have the ability to tailor the AI Meeting Workspace Insights Assistant to your organization's needs. You can configure key settings such as enabling or disabling the feature and which sections to include in the insights. This feature is available in your administration settings under AI Assistants → AI Insights → Meetings.

Disclaimer: This feature uses artificial intelligence to generate insights based on meetings and their content. While it aims to provide concise and accurate overviews, these insights may not always capture all nuances or context from any conversation taking place during the meeting. Please look over all meetings alongside any generated insights to ensure proper interpretation and decision-making.

Enable Meeting Workspace Insights Assistant

Administrators have the ability to enable or disable the AI Meeting Workspace Insights Assistant feature for their entire organization. This feature can be turned on or off based on the needs of your team or company policies. To disable the AI Meeting Workspace Insights Assistant for all meeting workspaces, simply set the toggle to “off”. When the feature is disabled, users who can access a meeting workspaces and the meetings within, will not have the option to generate insights for any of their meeting workspaces.

Insights Content

As an administrator, you have control over which sections are included in the AI generated meeting workspace insights. This allows you to tailor the insights to highlight only the most relevant content for your team and organization. The Meeting Workspace Insights Assistant synthesizes multiple meetings into clear, actionable insights, saving you valuable time while ensuring no important information is overlooked. By analyzing patterns across all submitted meetings and their content (agendas, action items, and notes), the assistant identifies progress, growth, wins, development areas and more, all aiming to provide a comprehensive picture of performance that might otherwise be difficult to extract from numerous individual meetings.

  • Progress & Growth: This section highlights how meeting participants have grown over time across meetings. It focuses on improvements in skills like communication, decision-making, initiative, and ownership. It analyzes patterns across multiple meetings to identify consistent signs of development, such as better follow-through, increasing leadership, or more complex responsibilities being taken on. It also looks at evolving behaviors, like shifting from task-based to outcome-driven contributions.
  • Key Accomplishments & Wins: This section captures the standout achievements over the review period, whether big or small. It aims to surface recurring successes such as consistently completed action items, impactful decisions, leadership moments, or signs of initiative. It also includes any recognition noted in meetings, such as being trusted with new responsibilities or receiving praise.
  • Development Areas & Growth Opportunities: This section identifies opportunities for growth based on patterns of challenge or underperformance across meetings. It looks for repeated blockers such as incomplete tasks, light meeting engagement, or unresolved coordination issues and highlights where additional support or training could be helpful. It also surfaces areas where someone may be ready for more responsibility but hasn’t yet stepped into it.
  • Notable Discussions & Decisions: This section highlights pivotal conversations or decisions that affected direction, role, or team alignment. It surfaces key moments such as scope changes, feedback discussions, career conversations, or team alignment captured in meeting notes. It may also include decisions made, rationale discussed, or signs of growing trust or recognition.
  • Action Item Analysis: This section provides a high-level overview of how effectively someone follows through on assigned action items. It analyzes completion rates, consistency, deadlines, and whether blockers were communicated and resolved. It also looks at whether someone is showing ownership over outcomes or just checking off tasks.

To add or remove a section from meeting workspace insights: 

  1. Click the checkbox next to each category you wish to include or exclude
  2. Click the green Save Changes button

The meeting workspace insights will now only include the sections that are checked in the Insights Content section.

Enable Pre-Meeting Preparation

Administrators have the ability to enable or disable the AI Coaching Pre-Meeting Prep feature for the managers in their organization. This feature can be turned on or off based on the needs of your team or company policies. To disable the AI Coaching Pre-Meeting Prep feature for all managers, simply set the toggle to “off”. When the feature is disabled, managers meeting with their direct reports will not have the option to generate actionable insights, agenda items, and discussion topics before an upcoming meeting.

Pre-Meeting Preparation Content

As an administrator, you have control over which sections are included in the AI Coaching Pre-Meeting Prep output. This allows you to tailor the coaching to highlight only the most relevant content for your team and organization. The AI Coaching Pre-Meeting Prep Assistant helps managers walk into 1:1s fully prepared, no scrambling through old notes or trying to remember what was discussed last time. By pulling together context from recent meetings, goals, feedback, reviews, and surveys, the assistant surfaces what matters most so you can focus on having a great conversation.

  • Suggested Agenda Items - Proposed agenda items for the manager's upcoming meeting, based on patterns and themes surfaced across recent meetings, open action items, pending goals, and other relevant context. These are starting points, you can add, remove, or reorder them however works best for you.
  • Goals For Discussion - Proposed agenda items based on the manager's direct report's goals that are most worth discussing right now. This includes goals with due dates coming up in the next month, any goals that are currently overdue, and goals that haven't had a recent update. This section is surfaced directly from your goals data without modification, so what you see reflects the actual state of their goals.
  • Recent Feedback - A summary of feedback the manager's direct report has received over the past 30 days. This gives you a consolidated view of what others have observed, so you can acknowledge strengths, address any concerns, and connect feedback themes to the broader conversation.
  • Recent Reviews - Insights drawn from the most recently completed review where the manager's direct report is the subject. This includes a synthesis of the responses across all review questions and, where applicable, anonymous feedback is clearly labeled to preserve confidentiality.
  • Survey Insights - A summary of how the manager's direct report responded in their most recent survey. This can help you understand their current sentiment, engagement, or any themes they may want to discuss.

To add or remove a section from pre-meeting prep: 

  1. Click the checkbox next to each category you wish to include or exclude
  2. Click the green Save Changes button

The pre-meeting prep will now only include the sections that are checked in the Pre-Meeting Preparation Content section.