Catchups

One-to-ones with sentiment analysis, connected actions and more.

Easily track every catchup with your team, capture the discussion through notes, AI transcripts and by connecting to Key Themes.

Log a Catchup

Select the team and member, pick a date and record how the conversation went with sentiment.
Write freeform notes or paste a transcript to keep a full record of the discussion.
Switch between tabs for Summary, Actions, Key Themes, Transcript and Targets all in one place.

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Details

Team *

Team Member *

Date *

SummaryActionsKey ThemesTranscriptTargets

Sentiment *

😡😢😐😊😄

Notes

Discussed upcoming sprint priorities and workload distribution. Alex raised concerns about timeline for the API migration project.

Agreed to review the migration plan together on Thursday and loop in DevOps early.

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Track Actions

Add actions directly from a catchup so nothing gets lost after the conversation.
AI-suggested actions are generated from your notes and transcript to save you time.
Mark actions complete or delete them as you work through your follow-ups.

Catchup Details

Alex Chen · Engineering

SummaryActionsKey ThemesTranscriptTargets

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AI Suggested Actions

Follow up on timeline concerns+ Add

Book Thursday review session+ Add

Review API migration plan with DevOps

Share sprint retrospective notes

Set up pairing session for onboarding

Your Catchup History

All your catchups are grouped by month so you can quickly browse recent conversations.
See the sentiment, team member and action count at a glance for every catchup.
Click into any catchup to review or update the details.

February 2025

3 catchups

😊

Alex Chen

•Product

20 Feb 20252 actions

😐

Sam Jones

•Engineering

18 Feb 20251 action

😄

Jordan Lee

•Design

15 Feb 2025

Never Miss a Catchup

Set a catchup cadence for each team member (weekly, fortnightly, monthly) in Teams.
The Overdue view shows which catchups are due or overdue so you can stay on track.
Jump straight into logging a catchup from the recommendations list with one click.

Catchups due

2 members to catch up with

Set a catchup cadence for each team member in Teams to get these reminders. Click a row to log one.

SJ
Sam Jones
Overdue
Engineering · Weekly · Last 3 Feb 2025
17 days overdue
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JL
Jordan Lee
Due soon
Design · Fortnightly · Last 10 Feb 2025
Due in 5 days
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