Teamspective AI Masterclass: Manager Workflows

Master AI-powered manager workflows for leadership and HR. In this hands-on session of @teamspective7036's AI Masterclass webinar series, Customer Success Manager & HR Advisor Jukka Kujala unveils Lea, Teamspective's new leadership enablement agent, and walks through two end-to-end manager workflows: turning employee engagement results into team action, and running a full quarterly performance cycle. Built for HR leaders, people analytics professionals, and anyone scaling leadership AI inside Slack, Microsoft Teams, or Claude. Key moments: 0:02 Intro & agenda 1:05 The AI transformation in leadership and manager work 1:31 Gartner research: 45% of managers say AI met expectations 2:02 Why broad AI adoption beats single-use chatbot work 2:43 Productivity gains compound when you build end-to-end workflows 4:15 Why focused, in-tool AI delivers more value than scattered tools 4:45 Four categories of AI in Teamspective: Writer, Analyst, Coach, Assistant 6:22 Meet Lea, the leadership enablement agent for every manager 7:00 Lea's three core principles: personal context, workflow-native, unified agent 7:34 Using Lea inside Slack, Teams, ChatGPT, Copilot, or Claude 8:44 Live Demo 1: Engagement insight-to-action workflow 9:37 Workflow overview: from survey results to team action 12:31 Tour of the modules Lea operates: engagement, discussions, tasks 13:00 Step 1: Generating team-specific engagement insights with one prompt 14:10 Step 2: Manager actions and team actions suggested by Lea 15:31 Step 3: Drafting a team acknowledgment message 16:44 Step 4: Building a team workshop agenda automatically 18:15 Step 5: Booking the team meeting and saving the agenda as a discussion note 19:20 Step 6: Using a meeting transcript to save notes and auto-assign tasks 21:15 Step 7: Drafting a follow-up pulse survey to track improvement 22:49 Pro tip: always run a fact-checker prompt at the end of a workflow 24:00 Advanced: generating engagement insights in Claude via the AI connector (MCP) 25:08 Example output: cross-source executive engagement report 26:04 Live Demo 2: Quarterly performance management workflow 27:06 Workflow overview: goal-setting, progress tracking, retrospective 29:17 Setting goals, creating tasks, and booking 1:1s in a single prompt 30:57 Manager prep: individual briefings for each direct report 31:32 Updating review documents and assigning goals from a 1:1 transcript 33:43 Drafting and quality-checking formal performance feedback with Lea 35:09 Advanced: quarterly manager review prep using Claude + Teamspective MCP 36:11 Roadmap: AI context customization, expanded tooling, H2 automations What this session covers: 1) Meet Lea, the leadership enablement agent A personal AI agent for every manager that knows the team, the role, and the company's ways of working. Available natively in Slack, Microsoft Teams, and via MCP in Claude, ChatGPT, and Copilot. 2) Engagement workflow from insight to action Analyze team engagement results, generate manager and team actions, draft team communication, build a workshop agenda, book the meeting, document decisions from a transcript, and schedule a follow-up pulse, all from one AI chat. 3) Quarterly performance management workflow Kick off goal-setting, prep for 1:1s with auto-generated briefings, update review documents from meeting transcripts, draft quality-checked feedback, and assign goals as tracked tasks with deadlines. 4) AI fact-checking for HR workflows End every workflow with a fact-checker prompt to verify what Lea actually completed before sharing outputs or moving on. 5) Advanced workflows with Claude and the AI connector (MCP) Combine Teamspective people data with CRM, Slack, and other context sources in Claude to generate executive-grade engagement reports and quarterly review prep out of a single prompt. 6) Roadmap Expanded AI context customization per employee group, continuously expanding Lea tooling, and HR and manager workflow automations in H2. Who this is for: HR and people teams running engagement surveys and performance cycles People analytics professionals automating reporting and action workflows HRBPs supporting managers with team action planning and reviews Managers and team leads looking to cut admin work and focus on leading people HR leaders rolling out leadership AI, AI agents, and MCP connectors with Claude, Copilot, or ChatGPT Teamspective is the leadership enablement platform that connects employee feedback, AI analysis, and prescriptive guidance into one continuous workflow, from insight to action. Learn more at teamspective.com