One-to-one meetings often suffer from recency bias—managers and employees tend to discuss only what happened in the last 48 hours, forgetting the bigger picture of the quarter or year.

In this lesson, we will explore how to use Cascade’s AI reporting to create a focused One-to-One Report that helps you run data-driven performance discussions.

The Setup: Filtering for the Individual

The key to this report is, once again, scoping. Instead of filtering by a project or a department, we are going to filter by a person.

1. Build the Foundation (The Scope)

• Add an Initiatives Table: Filter this table so the Owner or Collaborator is the specific employee (e.g., "Olivia Murphy").
• Add a KPI Widget: Filter to show only the metrics owned by that employee.

By doing this, you are telling the AI: "Ignore the rest of the company. Only look at what Olivia is doing."

2. The AI Configuration: Accomplishments vs. Challenges

Instead of a generic summary, we want to structure the conversation around growth and performance. We can do this by using two simple Custom Prompts side-by-side.

Widget A: The Highlight Reel

• Prompt: "Based on goals owned by [Employee Name], summarize their key accomplishments this [Time Period]."
• Result: The AI scans for completed milestones, targets met, and positive updates to create a "Wins" list.

Widget B: The Growth Areas

• Prompt: "Based on goals owned by [Employee Name], summarize the main challenges faced this [Time Period]."
• Result: The AI identifies overdue items, red KPIs, and blockers mentioned in updates.

The Workflow: From Preparation to Review

This isn't just a static report; it can be the center of your management cadence.

Before the Meeting (The Input)

Create a cadence where the employee updates their goals and adds commentary before the one-to-one.

• Why? Tapestry (the AI engine) reads these qualitative updates. If the employee writes a note about why a project is hard, the AI will pick that up and include it in the "Challenges" summary.

During the Meeting (The Discussion)

Use the report to guide the agenda.

• Start with the Accomplishments widget to celebrate wins.
• Move to the Challenges widget to discuss support and unblocking.

After the Meeting (The Output)

Because these summaries are data-backed, they act as a perfect draft for formal HR processes.

• Performance Reviews: Copy and paste the AI summaries directly into your official performance review documents.
• PDF Export: Export the report as a PDF to keep a record of the discussion.

Summary

• Person-Centric Scope: Filter your data tables by "Owner" to focus the AI on a single individual.
• Combat Recency Bias: Let the AI look back over the whole quarter/year to surface wins you might have forgotten.
• Two-Sided View: Use separate prompts for "Accomplishments" and "Challenges" to create a balanced conversation structure.