AI Employee Relations Case Note Summarizer

WHAT IT DOES

AI Employee Relations Case Note Summarizer helps you create concise, professional summaries of employee relations cases for HR documentation and reporting. You provide details about the case—case type, parties involved, key events, actions taken and outcomes, current status, and any other relevant context—and the agent generates a complete case note summary. The output includes a case overview, key timeline of events, actions taken and outcomes, current status, and recommended next steps. Whether you're documenting a performance issue, conduct investigation, grievance, or other employee relations matter, this agent ensures your case notes are clear, objective, and professionally structured.

HOW TO USE

Open the agent in BotSurf and paste your API key once—the host handles key storage securely via BGAI.setKey, so you never manage it yourself. Enter your case details in the input box: case type, parties involved, key events with dates, actions taken, current status, and recommended next steps. Click "Summarize case notes" to generate a concise, professional summary. You can also use the "Use page selection" button to pull in text from the current page—select relevant content and it will be inserted automatically. Review the draft, copy it with one click, and save it to your HR documentation.

WHAT IT SENDS

When you click "Summarize case notes," the agent sends only the text you have typed or pasted into the input field (or selected via "Use page selection") to the BGAI.generate bridge. No other data—such as browsing history, system information, or user identifiers—is collected or transmitted. Usage logs record only the count of runs for billing purposes; the content of your queries is not stored or retained. The request is truncated to BGAI.maxInput (6000 characters) before sending, and the model output is rendered locally with textContent—never innerHTML—for security.

SUBSCRIPTION

This agent is available for $19.99/month with a 7-day free trial. Each subscription includes 100 runs per month—enough for summarizing multiple employee relations cases. Unused runs do not roll over. You can cancel anytime through your BotSurf account settings, and you will not be billed further after cancellation. The free trial allows you to test the agent with your own case data.

THE PANEL

The agent runs as a panel in BotSurf, with a sticky header displaying the title, a message banner for status updates, and two cards—one for input and one for output. The panel is fully draggable, resizable, and supports snap-to-grid positioning. Press Escape to close the panel at any time. Panel position preferences can be saved using BGAI.setState for persistence across sessions.

PLEASE NOTE

This agent provides general HR guidance based on the information you provide. AI can produce incorrect, incomplete, or inappropriate summaries. Always review and verify all case details before finalizing. This is not professional legal or regulatory advice. Use at your own discretion.