1
Choose or build your template
Start from one of DeskChime's pre-built monthly review templates. Or describe your team's context and AI generates the questions. One template, reused every month questions refresh automatically.
Monthly Reviews That Run Themselves.
Set your review cadence once. AI generates the right questions for each role. The system sends, collects, and surfaces patterns every month, automatically. You read results, not reminders.
Why Most Monthly Reviews Don't Happen
It's not that managers don't want to run monthly reviews. It's that running them manually is a full day's work creating the form, sending it out, chasing responses, reading each one, and synthesizing the findings. Nobody has a full day for that every month.
Creating the form takes too long
You open Google Forms, copy last month's questions, realize they're not right for this month's context, spend 45 minutes editing, and wonder if it's worth it. It is. You just don't have the bandwidth.
Chasing responses is the job
Send the form. Follow up with the people who didn't fill it in. Send another reminder. By the time you have 80% response rate, the insights are already a week stale and often outdated, losing relevance for decision making.
The analysis lives in a spreadsheet nobody reads
You compile responses, make a summary, share it with team. One person reads it. Next month same. Nothing changes because nothing connects review to actual work.
How To Run A Monthly Review On Autopilot Monthly Review
One setup session. Then the system handles it every month.
2
Set the schedule
Configure the cadence: monthly, quarterly, or custom. Set the send date, the reminder schedule, and the close date. The system handles distribution, reminders, and collection without you touching it again.
3
AI surfaces the patterns
Once responses are in, AI identifies common themes, outliers, and sentiment shifts. You see a pattern view not 12 individual responses to read. What changed since last month is highlighted automatically.
4
Connected to 1-on-1s and goals
Findings from the monthly review surface in the next 1-on-1 agenda automatically. If a pattern suggests a goal needs adjusting, it links directly. The review produces action not just data.
Everything You Need For A Monthly Review That Works
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AI-generated questions
Describe your team's role and context. AI writes tailored review questions. You approve, edit, or accept — no blank- page problem.
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Pre-built templates
360-degree reviews, pulse checks, new hire check-ins, monthly team health. Choose and customize, or use as-is.
Explore Templates
Automated distribution
Questions go out on schedule. Reminders follow automatically. Response rate tracking without chasing anyone manually.
Explore Feedback
Pattern surfacing
AI identifies themes, sentiment shifts, and outliers across all responses. You read findings — not raw data.
Explore AI
Anonymous or attributed
Participants choose whether responses are attributed. External reviewers can respond without a DeskChime account.
Explore Feedback
Connected to goals and 1-on-1s
Review findings surface in next 1-on-1 agendas. Goal adjustments suggested when patterns indicate blockers.
Explore Goals
What Monthly Reviews Produce When They Run Consistently
Numbers from the teams that use it every day.
12x
More feedback cycles per year than annual reviews
5 min
Average manager time per cycle after setup
Zero%
Reminders sent manually
1
Setup session to run all future cycles
Common Monthly Review Workflows
Monthly team health pulse
AI generates team health questions from role context
System sends on the 1st of each month
Responses collected and analyzed automatically
Pattern view shared with team lead not raw responses
Best for: All Teams
Quarterly performance review cycle
Request peer feedback via structured Templates
Review goal completion with team Insights dashboard
Conduct manager 1-on-1 with AI- generated summary
Set next quarterly goals and follow- ups
Best for: All Teams
New hire 60-day check-in
Automated 30-day pulse — "How is onboarding going?"
60-day structured review with manager and peers
AI surfaces early blockers or misalignment signals
Goals adjusted based on review findings
Best for: HR & People Teams
Why Deskchime?
Cadence
Never leave a meeting without knowing who owns what. Even in-person.
Accountability
Record, dictate, or type. Whatever the input every commitment has an owner and a reminder.
Visibility
See every follow-up, who owns it, and whether it's done across your whole team in one view.
Ask us
Frequently Asked Questions
Can we customize the questions for different teams or roles?
Yes. You can create different templates for teams — each with role-specific questions. AI can generate a draft from a plain-language description of the role.
What if only half the team responds?
DeskChime sends automatic reminders on the schedule you set. You can see the real-time response rate without chasing anyone individually. You set the close date when it passes, the cycle completes with whatever responses came in.
Can team members see each other's responses?
By default, responses are private — only the cycle creator and designated reviewers can see them. You can configure shared results if appropriate for your team culture.
Can external people (clients, contractors) fill in reviews?
Yes. External participants can respond via a link without a DeskChime account. Useful for 360-degree reviews that include external stakeholders.
How is this different from running a Google Form ?
Google Forms collects responses. DeskChime runs the whole cycle: generates questions, sends on schedule, sends reminders, surfaces patterns, connects findings to goals and 1-on-1 agendas, and repeats automatically. No manual step needed after setup.
Does DeskChime connect reviews to goals?
Speaker identification in recordings, deeper Recall.ai integration, and a reporting module with CSV export are coming. We post updates on the Changelog page.
Why Deskchime?
Yes. You can create different templates for teams — each with role-specific questions. AI can generate a draft from a plain-language description of the role.
DeskChime sends automatic reminders on the schedule you set. You can see the real-time response rate without chasing anyone individually. You set the close date when it passes, the cycle completes with whatever responses came in.
By default, responses are private — only the cycle creator and designated reviewers can see them. You can configure shared results if appropriate for your team culture.
Yes. External participants can respond via a link without a DeskChime account. Useful for 360-degree reviews that include external stakeholders.
Google Forms collects responses. DeskChime runs the whole cycle: generates questions, sends on schedule, sends reminders, surfaces patterns, connects findings to goals and 1-on-1 agendas, and repeats automatically. No manual step needed after setup.
Speaker identification in recordings, deeper Recall.ai integration, and a reporting module with CSV export are coming. We post updates on the Changelog page.
Cadence
Never leave a meeting without knowing who owns what. Even in-person.
Accountability
Record, dictate, or type. Whatever the input every commitment has an owner and a reminder.
Visibility
See every follow-up, who owns it, and whether it's done across your whole team in one view.
Ask us