Choose one of three approaches. The steps for that option appear below.
Choose an option above. On a phone, swipe the tabs left or right to see all options →
Coda maps goals to skills, then drafts topics. You and the employee correct the map in between.
Gather goals
Map goals to skills
Check the map
Propose topics
Check and finish
Use: You
Have ready: the employee's stated goals.
Check the employee agrees to this use of their goals for this discussion.
Use: Coda
In Coda choose Make a table; ask for a map of each goal to a possible skill, with a source excerpt. Label skills as proposals.
What to paste into the tool
Task: Proposed goal and skill map. Read only the excerpts; put a goal ID and exact excerpt beside each row; separate employee words from proposed skills; leave missing context open
Use: You
Check the map against the employee's wording, correct unsupported links and ask which goals are voluntary.
Check the employee accepts the discussion scope before the map goes back to AI.
Use: Coda
Use Write with AI in the same document to propose discussion topics and practice options from the corrected map. Keep questions open; assign no work.
What to paste into the tool
Task: Proposed discussion agenda with practice options. Use the corrected map rather than the superseded proposal; attach goal IDs to each practice option; suggest a way to discuss learning evidence; do not promise promotion, pay, reassignment or future access
Use: You
Read every proposed opportunity with the employee, remove unsupported interpretations and assemble the plan with accepted practice options and open questions.
Keep it as a discussion draft only. No employment decision or record update follows from it.
You build the worksheet; Taskade suggests practice options and drafts the plan. You and the employee select and approve.
Build the worksheet
Check the entries
Preview activities
Select activities
Draft the plan
Check and finish
Use: You
Have ready: the employee-stated goals. Build a local worksheet with goal ID, employee wording, desired learning and open questions; add no job requirements not supplied.
Keep the worksheet within the employee-manager preparation audience.
Use: You
Check each worksheet entry with the employee and recheck every cell before pasting into Taskade.
Only this worksheet goes into Taskade.
Use: Taskade
Open Projects then AI Project, paste only the worksheet, leave Agent Mode off, and ask for optional learning activities, not assignments.
What to paste into the tool
Task: Practice-option preview grouped by goal ID. Use only the worksheet; propose a small practice experiment per goal with discussion questions; label ideas as options; avoid assignees, deadlines, employment judgments and automations
Use: You
Compare each suggested activity with the worksheet and select the relevant ones with the employee. Write the plan locally.
Record open questions. Assign no tasks and create no commitments.
Use: Taskade
Paste the worksheet and the selected options into the same AI Project and ask for a draft discussion plan with open questions.
What to paste into the tool
Task: Draft development discussion plan with practice opportunities. Use only the worksheet and the selected options; pair each practice opportunity with its goal ID and the employee's wording; label the plan as a draft for discussion; record remaining questions; avoid assignees, deadlines, employment judgments and automations
Use: You
Read the draft plan with the employee, check it against the goals and record open questions. Keep it as a locally retained planning draft.
Leave unanswered choices visible. Keep employment actions outside this exercise.
Coda drafts the plan, then raises questions only and applies the changes you agree. You and the employee decide.
Build the worksheet
Draft the plan
Check the draft
Questions, then changes
Decide and finish
Use: You
Have ready: the employee-stated goals. Build a local worksheet with goal ID, employee wording, desired learning and open questions.
Keep the worksheet within the employee-manager preparation audience.
Use: Coda
Paste the goals worksheet into Coda and ask the AI assistant for a draft discussion plan with practice opportunities and uncertain assumptions.
What to paste into the tool
Task: Draft development discussion plan with practice opportunities. Use only the worksheet; pair each practice idea with its goal ID and the employee's wording; record uncertain assumptions and unanswered questions; do not infer personal motives or make employment promises
Use: You
Read the draft with the employee, remove any inferred motivation and employment promises, and check each practice idea against the stated goals.
Check only the cleaned draft goes back to Coda.
Use: Coda
Highlight the draft, choose AI then a custom prompt, and ask only for questions about unclear practice descriptions. A second prompt applies agreed changes.
What to paste into the tool
Task: Questions about unclear practice descriptions. Read only the draft; return questions about missing learning context and unclear practice descriptions; tie each question to the supplied paragraph; do not infer personal motives or resolve unanswered career choices Task: Corrected development discussion plan. Apply only the agreed changes to the cleaned draft; keep unanswered choices visible; do not add commitments, assignees or deadlines
Use: You
Check each question, discard irrelevant ones and agree changes with the employee. Ask Coda to apply them, then approve the plan together.
Check the corrected plan matches the agreed changes and nothing else changed. Leave unanswered choices visible; no employment action.
Best when: You want mapping and drafting in one document, with a correction break.
What it does: Coda maps and drafts; you and the employee correct and decide.
Strong at: AI assistant, tables and AI columns in one document.
Limit: Needs internet to open a doc; free attachments 1 GB per doc.
Free plan: Yes, limited (1 GB attachments per doc)
Best when: You want to build the goal map yourselves.
What it does: You map and choose; Taskade suggests options and drafts.
Strong at: Builds apps, AI agents and automations from one prompt.
Limit: Free plan has no monthly AI credits.
Free plan: Yes, limited (3 apps, no monthly AI credits)
Best when: You want a draft first, then critique by questions only.
What it does: Coda drafts and asks questions; you and the employee decide.
Strong at: AI assistant drafts and edits inside the same document.
Limit: Needs internet to open a doc.
Free plan: Yes, limited (1 GB attachments per doc)
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Employee goals remain voluntary discussion material.
No promotion, pay, job reassignment or inferred motivation is decided in these drafts.
Human-corrected goal tables receive a fresh privacy check before AI reuse.
Check the result against your original inputs. Approve it before sharing or acting.