Managers

Build a promotion case backed by real evidence.

Turn months of recognition, scope growth, and recurring strengths into a clear, evidence-backed promotion case—instead of trying to remember it all the night before the committee meets.

COPY-READY PROMPT

Using WorkStory, review feedback and recognition from the last two review periods for [team member’s name]. Identify evidence of next-level work, organize it by competency, and note where more evidence is still needed.

Example AI conversation using WorkStory data
Connector guides

Connect WorkStory to your AI workspace.

Choose the AI workspace your team already uses. Setup guides for Claude, ChatGPT, and Codex are available now.

Claude

Claude

Connect WorkStory, enable it for a chat, and start asking questions.

View setup guide →
ChatGPT

ChatGPT + Codex

Connect WorkStory and start asking questions in ChatGPT or Codex.

View setup guide →
Google Gemini

Gemini

Bring WorkStory performance context into Gemini.

Microsoft Copilot

Microsoft Copilot

Use WorkStory performance data in Microsoft Copilot.

INSIDE YOUR AI WORKSPACE

Turn the evidence into a promotion packet.

Take this use case further by turning the evidence into a promotion packet structured around your leveling framework and ready for committee review.

HR use case
01

Confirm readiness

Decide which next-level competencies you need the strongest possible case for before you start pulling evidence.

02

Ask for the evidence

Use WorkStory feedback and recognition to surface strengths, growth, and specific examples of next-level work.

03

Build the case

Organize the evidence by competency, add the strongest examples, and note any gaps to address before the committee meets.

TRY THIS FOLLOW-UP

Now turn this into a promotion packet for the committee. Structure it around the next level's core competencies, with two examples per competency, quantified impact where possible, and a summary of readiness.

Claude compares previous and current performance readiness scores by team using authorized WorkStory data

Related use cases

Explore what else you can ask WorkStory.

Browse practical examples for HR, managers, and employees—each built around a focused question and a useful next step.

HR & People Teams

Track Team Engagement Over Time

Compare pulse survey results across periods, understand what is improving or declining by team, and spot unusually positive or negative responses that may warrant thoughtful follow-up.

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Employees

See Your Growth Story Over Time

Turn a year of scattered feedback into one clear story—how your strengths, recognition, and recurring themes have shifted over time.

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Employees

Build Your Case for a Raise

Turn your recent impact and feedback into clear, quantified talking points for a compensation conversation—instead of walking in with just a feeling that you deserve more.

View use case →

Employees

Turn Recurring Feedback into a Growth Plan

See the one theme that keeps showing up across your feedback, and turn it into a simple plan you can start working on today—no manager or HR required.

View use case →

Employees

Build Your Case for a Promotion

Turn your own recognition, scope growth, and recurring strengths into a clear case you can bring to your manager—instead of hoping they remember every win.

View use case →

HR & People Teams

Build a Quarterly Org Health Snapshot

Generate a quarterly rollup—engagement trend, top org-wide risks, biggest wins—straight from WorkStory data, instead of manually assembling a slide every quarter.

View use case →

HR & People Teams

Spot Managers Who Need Coaching Support

People leave managers, not companies. See which managers are getting recurring negative signals from their own teams, so you can step in with coaching before it turns into attrition.

View use case →

Managers

Build the Case for a Promotion

Turn months of recognition, scope growth, and recurring strengths into a clear, evidence-backed promotion case—instead of trying to remember it all the night before the committee meets.

View use case →

HR & People Teams

Build a Performance Improvement Plan (PIP)

Turn someone's feedback history into a structured PIP—the specific gap, dated examples, a clear improvement goal, and a 30/60/90-day check-in plan—grounded in evidence instead of memory.

View use case →

HR & People Teams

Track Performance Review Cycle Status

See every review’s status in one place, understand which stage it is in, and know exactly who HR should follow up with before deadlines slip.

View use case →

HR & People Teams

Spot Retention Risk Early

Turn feedback trends into an early warning system—see which employees show signs of disengagement, then build a plan with their manager before it's too late.

View use case →

Managers

Prepare a Better 1:1

Turn recent WorkStory feedback into a focused conversation that recognizes strengths, addresses one important coaching opportunity, and ends with a clear next step.

View use case →

HR & People Teams

See organization-wide performance gaps

Give HR a clear view of where every team needs support—then turn the findings into a leadership presentation and focused actions with team leads.

View use case →
Built around the access you already trust

AI only sees what each person is allowed to see.

WorkStory MCP uses the authenticated user’s company account and existing WorkStory permissions. Asking through an AI tool does not grant access to any additional employee data.

🔐
Authenticated and company-scopedRequests are tied to the user and their WorkStory organization.
🛡️
Existing permissions still applyThe MCP returns only the information the authenticated user is allowed to access.
🗂️
Grounded in WorkStory recordsAnswers can reference feedback, review cycles, performance reviews, and people data available to the user.
✦
Your AI workspace creates the deliverableWorkStory supplies context; connected AI tools can turn it into documents, presentations, and plans.
Frequently asked

A few useful answers.

What is an MCP?

Model Context Protocol is a standard way for AI applications to connect to external tools and data sources. WorkStory MCP gives supported AI tools a governed way to request WorkStory performance context.

Which AI tools can teams use?

WorkStory MCP is intended for MCP-compatible AI clients, including ChatGPT and Claude environments that support MCP connections. Availability and setup can vary by plan and workspace.

Can the AI see everyone’s performance data?

No. Access is tied to the authenticated user’s company and existing WorkStory access rules. The MCP does not grant broader access simply because a question is asked through AI.

Can it create presentations and documents?

WorkStory MCP provides the relevant performance context. If your AI workspace has document or presentation tools connected, you can ask it to use those findings to create the deliverable.

What kinds of WorkStory data can it use?

Depending on the user’s access, it can help work with feedback history, people and account details, review cycles, and performance review information such as scores, comments, submissions, and status.

How do we get started?

Schedule a walkthrough. We will show your team representative use cases, discuss access and setup, and help identify the first high-value workflows for your organization.

See what your team can do

Use AI to turn your team's performance data into action.

Schedule a walkthrough tailored to your goals, tools, and permissions.

Schedule a walkthrough →

Already a WorkStory customer? Ask your account manager.

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