Choose one of three approaches. The steps for that option appear below.
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Gemini Notebook builds the evidence register and drafts discussion questions. The manager and employee check and finish.
Choose excerpts
Build the register
Check the register
Draft questions
Check and finish
Use: You
Have ready: the self-review, agreed goals and work examples.
Check only material authorised for this purpose and audience goes to the tool.
Use: Gemini Notebook
In a notebook, add the excerpts and ask for agreements, disagreements and evidence gaps, quoting each work-example location. Keep citation markers.
What to paste into the tool
Task: Draft agreement, discrepancy and missing-evidence register with work-example references. Separate agreements, disagreements and evidence gaps in the self-reflection against agreed goals, quoting the work-example location for each row; open a private notebook, add only the cleared excerpts, ask in source chat and copy the returned text with its citation markers. Keep ratings, compensation and promotion decisions outside this preparation. Keep source markers and explicit gaps; return text for private human review without taking external actions.
Use: You
Check each row against the originals; correct mismatches, keep dates and unresolved entries.
Check the manager and employee accept the register before drafting.
Use: Gemini Notebook
Paste the checked table into the source chat and ask for discussion questions. Keep differing accounts and put gaps in a separate agenda section.
What to paste into the tool
Task: Draft discussion agenda with evidence-linked questions and an unresolved-items section. Turn the checked register into discussion questions; preserve differing accounts and keep gaps in a separate agenda section; paste the newly cleared table into source chat and copy the draft response for local editing. Keep ratings, compensation and promotion decisions outside this preparation. Keep source markers and explicit gaps; return text for private human review without taking external actions.
Use: You
Accept or reject each edit, compare every question with the self-review, goals and examples, correct unsupported wording and record open disagreements locally.
Check each point traces to submitted evidence; keep source references, dates and unresolved facts. Do not infer protected traits, ratings, pay or promotion, or invent missing evidence. Release the review agenda as preparation only after both owners confirm its disposition.
You map the evidence locally. Coda drafts discussion questions in one pass. You assemble the final agenda.
Map the evidence
Draft questions
Check and finish
Use: You
Have ready: the self-review, agreed goals and manager-confirmed examples. Enter agreements, discrepancies and missing evidence in a local worksheet; check each location.
Check only material authorised for this purpose and audience goes to the tool.
Use: Coda
Open the AI chat in a Coda document, paste only the worksheet and ask for discussion questions, keeping differing accounts and gaps separate.
What to paste into the tool
Task: Draft discussion agenda with evidence-linked questions and an unresolved-items section. Turn the minimized worksheet into discussion questions; preserve differing accounts and keep gaps in a separate agenda section; open Docs AI chat in a private document and paste only the cleared worksheet. Keep ratings, compensation and promotion decisions outside this preparation. Keep source markers and explicit gaps; return text for private human review without taking external actions.
Use: You
Accept or reject each edit, compare every question with the self-review, goals and examples, correct unsupported wording and record open disagreements locally.
Check each point traces to submitted evidence; keep source references, dates and unresolved facts. Do not infer protected traits, ratings, pay or promotion, or invent missing evidence. Release the review agenda as preparation only after both owners confirm its disposition.
Gemini Notebook drafts evidence-linked questions. Grammarly only suggests phrasing on the checked agenda. You keep every decision.
Map the evidence
Draft questions
Check the questions
Suggest wording
Check and finish
Use: You
Have ready: the self-review, agreed goals and manager-confirmed examples. Enter agreements, discrepancies and missing evidence in a local worksheet; check each location.
Check only material authorised for this purpose and audience goes to the tool.
Use: Gemini Notebook
Add the worksheet sections and source passages as notebook sources and ask for discussion questions that cite the evidence, keeping disagreements as questions, not ratings.
What to paste into the tool
Task: draft review discussion questions from my notebook sources. Have ready: the cleared, worksheet sections and source passages with reference markers intact. 1. Add them as notebook sources. 2. Ask for draft discussion questions linked to the evidence, with disagreements kept as questions and a separate unresolved-items section. 3. Keep ratings, compensation and promotion decisions out of the draft. Then check each question against the authorized source material before any wording pass.
Use: You
Check the drafted agenda against the locally held evidence, correct unsupported wording and record open disagreements locally.
Check the manager and employee can trace each point to evidence. No protected-trait, rating, pay or promotion inference.
Use: Grammarly
Open a Grammarly Docs document, paste only the checked passages and use Paraphraser for wording alternatives. Keep facts, quotes, source markers and open-state labels.
What to paste into the tool
Task: Suggested agenda wording changes with original paragraph IDs and stated meaning changes. Open a private Grammarly Docs document, paste only the cleared review discussion passages and use Paraphraser to request wording alternatives while preserving factual values, quoted text, source markers and unresolved-state labels. Keep ratings, compensation and promotion decisions outside this preparation. Keep source markers and explicit gaps; return text for private human review without taking external actions.
Use: You
Accept or reject each edit, compare every question with the self-review, goals and examples, correct unsupported wording and record open disagreements locally.
Check each point traces to submitted evidence; keep source references, dates and unresolved facts. Do not infer protected traits, ratings, pay or promotion, or invent missing evidence. Release the review agenda as preparation only after both owners confirm its disposition.
Best when: You want questions drafted from your own evidence.
What it does: Gemini Notebook builds and drafts; the owners check and finish.
Strong at: Answers are grounded in your sources with citations.
Limit: Sources are capped at 500,000 words or 200 MB each.
Free plan: Yes
Best when: You want to build the evidence map yourself.
What it does: You map the evidence; Coda drafts the questions.
Strong at: AI assistant and AI columns inside one document.
Limit: Needs internet to open a doc.
Free plan: Yes, limited (1 GB attachments per doc)
Best when: You want questions drafted from evidence, then polished.
What it does: Gemini Notebook drafts; Grammarly rephrases; you decide.
Strong at: Grammarly suggests rewrites and tone fixes.
Limit: Paragraph-level rewrites work in six named languages only.
Free plan: Gemini Notebook: limited; Grammarly: 100 AI prompts monthly
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Manager and employee can trace each discussion point to submitted evidence.
Keep ratings, compensation and promotion decisions outside this preparation.
Keep review discussion evidence locations, dates and unresolved items visible in the review copy.
Check the result against your original inputs. Approve it before sharing or acting.