How does CraftNote help with performance reviews?

Record the review conversation and CraftNote gives you a transcript plus a structured summary — achievements, feedback, and the goals you set together. Instead of writing from memory afterwards, you write your review from an accurate record of what was actually said.

Can it pull the summary into a review format?

Yes. CraftNote summarizes the conversation into clear sections you can drop straight into your review write-up, then export as PDF or DOCX or copy into your review tool. There is no direct HRIS integration, so you paste the summary where you need it.

Is the review recording kept private?

Performance conversations are sensitive, so your notes are private to your account by default and encrypted in transit and at rest. Recordings are automatically deleted after 60 days, and you can delete any note and its audio at any time.

Can I look back at the 1:1s that led up to the review?

If you recorded those check-ins with CraftNote, yes — every 1:1 is saved and searchable, so you can ground the review in specific moments from the whole cycle instead of just the last few weeks.

Write reviews from what was
actually said.

CraftNote turns review conversations into a clear record of achievements, feedback and goals, so your write-up is specific and fair.

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Live transcript

0:00

Sarah ChenThanks for making the time, both of you. Wanted to walk through Q3 together and figure out where we land on renewal.

0:24

Marcus ReidYeah, honestly our team is really happy with it. The productivity improvements have been pretty noticeable across the board.

0:46

Linda ParkI'll be direct though — we're adding 200 seats next quarter and the current per-seat pricing just won't work at that scale.

1:08

Sarah ChenThat's completely fair. I'll put together a volume proposal — and we have an enterprise tier dropping in Q4 that might be a better fit for where you're headed.

AI summary

Q3 Renewal Call

Meridian Capital · 3 participants

Overview

Positive renewal discussion. Meridian is satisfied with performance and committed to expanding, pending volume pricing and SOC 2 Type II certification.

Action Items

Prepare tiered volume pricing proposal for 200+ seats — send by EOD Friday

Share SOC 2 Type II audit timeline and current scope of certification

Loop in Meridian procurement for contract terms review next week

Send enterprise tier feature overview ahead of Q4 launch

Achievements, feedback and goals — organized.

CraftNote summarizes the review into the sections you actually need, so you can drop them straight into your write-up. Choose the format that matches how your team runs reviews.

Q3 Roadmap Planning

Actions & Owners

✓Finalize pricing model (Sarah, Jun 5)

✓Review API rate-limit proposal (Dev, Jun 7)

Send legal NDA draft (Marcus, Jun 9)

Schedule design review (All, Jun 12)

Update investor deck (James, Jun 14)

“Review season used to mean reconstructing months of conversations from memory. Now each review has a real transcript and a summary of the wins, the feedback and the goals. My write-ups are specific and I can back them up.”
Priya N.Head of Talent

100% private and secure.

Your recordings and notes are encrypted in transit and at rest on Google Cloud infrastructure. We never sell your data or use it to train AI models.

Confidential: Mid-year review — Design

May 28, 2026 · People Ops

“Performance conversations are as sensitive as it gets. Everything's encrypted, private to me, and clears out after 60 days. I never worry about where a recording might end up.”
Roz W.Head of People, financial services

Fits seamlessly into your workflow.

CraftNote works wherever you do. No setup, no friction.

Record reviews on any platform.

Run the review on Zoom, Teams or Google Meet, or in person through your phone. CraftNote captures it either way and syncs your notes across every device.

Record on any device, anywhere.

Use CraftNote on your laptop, iPhone, Android, or tablet. Notes sync instantly across everything.

Q3 Sales Kickoff — Recap & Action Items

May 10, 2026

Transcribe and summarize any file.

Upload audio, video, or PDFs, or paste a YouTube link. CraftNote extracts the key points for you.

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More HR use cases

CraftNote captures every people conversation, not just reviews.

Interview transcriptionRecord screens and panels, get a transcript with speaker labels and a structured recap for your scorecard.

1:1s & check-insEvery check-in written up automatically. Track what your reports raised and follow up on what you promised.

Exit interviewsCapture honest exit feedback verbatim, then get a summary you can compare across departures to spot patterns.

Onboarding sessionsRecord onboarding and orientation once, so new hires get searchable notes instead of scrambling to keep up.

Interview questionsA growing library of structured interview questions by competency, with the answers captured automatically.

Shared team notesBring recruiters and hiring managers into one workspace, so interview notes are shared across the panel and everyone stays aligned.

Follow-ups & action itemsEvery conversation ends with a clear action-item list, so nothing you promised a candidate or a report falls through the cracks.

Reference checksRecord and summarize reference calls, so you have an accurate record of what each reference actually said about a candidate.

Performance review questions, answered.

How does CraftNote help with performance reviews?: Record the review conversation and CraftNote gives you a transcript plus a structured summary — achievements, feedback, and the goals you set together. Instead of writing from memory afterwards, you write your review from an accurate record of what was actually said.
Can it pull the summary into a review format?: Yes. CraftNote summarizes the conversation into clear sections you can drop straight into your review write-up, then export as PDF or DOCX or copy into your review tool. There is no direct HRIS integration, so you paste the summary where you need it.
Is the review recording kept private?: Performance conversations are sensitive, so your notes are private to your account by default and encrypted in transit and at rest. Recordings are automatically deleted after 60 days, and you can delete any note and its audio at any time.
Can I look back at the 1:1s that led up to the review?: If you recorded those check-ins with CraftNote, yes — every 1:1 is saved and searchable, so you can ground the review in specific moments from the whole cycle instead of just the last few weeks.

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Write reviews from what wasactually said.