“Let’s roll out the vendor checklist to three city teams by 30 September.”
Conversations · Projects · Evidence · Growth
From conversations to clear progress.
Bring selected Slack conversations and authorized Gmail messages into one inbox—connecting everyday updates to a clear record of work and growth. Microsoft Teams is coming later.
Slack: live · Gmail: limited early access · Teams: planned
- Clear priorities
- Visible contribution
- A path to your next role
A better year-end conversationProjects, outcomes and the next step — together.
Where the work starts
The next project is already in the conversation.
Retainly OS’s core direction: detect new projects and updates across Slack, Microsoft Teams and email, then connect them to the right project and person.
A clear record of work, built from the places your team already works.
Vendor onboarding checklist
- 01Spot the new project
Turn the request into a proposed project, owner and deadline.
- 02Match the next update
Link progress and blockers to the existing project.
- 03Keep the evidence
Retain the source and contributor for a review with context.
Illustrative workflow with fictional conversations. Slack, Microsoft Teams and email connectors are planned for this deployment; team projects and reviews are live with manual updates. Company admin authorisation will be required to connect sources.
Where the work comes together
From scattered work to a year you can show.
A conversation is the starting point. The project record brings the owner, progress, blockers and evidence together—so employees can show their contribution and managers can see what moved.
Illustrative trail with fictional people and project updates.
Projects hold the plan
Each project has an owner, a measurable outcome, a status and a due date. Everyone sees what is moving and what is blocked.
Updates hold the evidence
Progress and blockers are posted as updates, attributed to their author and visible to the team, so contribution has context.
Growth maps set the path
Current role, target role, the agreed criteria and one concrete next action, written together. Employee and manager review the criteria against the recorded work to spot gaps.
Managers write human reviews
A consistent four-part rubric, cited evidence and a next development step. People decide; Retainly OS keeps the record.
Built for both sides of the review
Prepared employees. Clear-eyed managers.
For employeesKnow where you stand before anyone asks.
Agree on goals and role criteria with your manager, then record outcomes as they happen. The year builds itself.
- Attributable outcomes. Every update you post is tied to a project and to you.
- Growth gaps, early. Review the agreed criteria against your recorded work with your manager, and see what still needs evidence.
- Your reviews, in one place. Read what was written about your work and the agreed next step.
For managersSee ownership, blockers and impact in context.
Contribution with its evidence attached, across the whole year, so the review is a structured conversation, not a reconstruction.
- One rubric for everyone. Impact, execution, collaboration and growth on the same 1–4 scale.
- Evidence before score. Reviews cite observed work on a specific project.
- Humans make the call. Retainly OS records the review. Promotion decisions stay with people and policy.
Led the checklist rollout to three city teams; adoption evidence attached. Next: own the Q4 vendor retro.
The annual evidence journey
A review you prepare for all year, not the week before.
Retainly OS follows the natural rhythm of a year. Nothing has to be remembered at the end, because it was recorded when it happened.
- Kick-off
Agree the goals
Employee and manager set goals and role criteria together, in writing.
- Every week
Record outcomes
Updates and blockers land on projects as they happen, attributed to their author.
- Each quarter
Spot the gaps
Employee and manager review the agreed criteria against the recorded work and decide together what needs attention.
- Mid-year
Review with context
Managers write structured reviews citing the record, with a next development step.
- Year end
Walk in prepared
Your saved projects, updates and reviews form your evidence record for the conversation.
Bring the record into the room.
Start with what happened. Talk about what it means. Leave with a next step you both understand.
- 01What made a difference?
Look at outcomes and the contribution behind them.
- 02Where is the next growth opportunity?
Review evidence against the role criteria you agreed.
- 03What do we do next?
Choose a concrete development step, together.
Retainly OS does not make or guarantee promotion decisions. It keeps the record clear and consistent so that the people responsible can decide well.
Sixty seconds
Watch how a scattered workday becomes a year you can show.
Motion explainer with narration and captions. All previews are illustrative; the annual summary and integrations shown are concepts on the roadmap.Download the MP4
What is live, what is planned
Honest about the roadmap.
Projects, updates, reviews, growth maps
Team workspaces with role-scoped access, project evidence, structured manager reviews and growth paths. Teammates join with a one-time invite code.
Connect Slack and Gmail
Selected public Slack channel messages and authorized Gmail conversations appear in your Inbox. Project names and saved conversation context suggest matches for review. Gmail has Google verification limits; Teams and automatic creation of new projects remain planned.
Assisted drafting with Claude
Help preparing updates and review drafts from the record, always reviewed and sent by a person. Shown in the explainer as a concept, not a live feature.
Get started
Make progress visible.
Start a free workspace for your team or join one with an invite code from your admin. No payment details needed.