AI Succession Note Writer

WHAT IT DOES

The AI Succession Note Writer takes your employee details, role, performance notes, and potential successor candidates—and instantly returns a structured, professional succession note. The output is organised into five clear sections: a current role and performance summary (2-3 sentences) that provides context, 3 key strengths that highlight the employee's value, 3 development areas that need attention, a readiness assessment indicating whether the employee is ready now, ready in 1-2 years, or needs 2+ years, and a recommended succession timeline. This removes hours of manual writing and ensures your succession planning is consistent, data-driven, and actionable.

HOW TO USE

Open the agent inside BotSurf. Paste your OpenAI API key once (it stays locally in your browser). In the input box, paste your employee details, role, performance notes, and potential successor candidates. Press the "Write note" button. Within seconds, the agent returns your structured succession note. Copy it, share it with your HR team, or use it to inform your talent reviews and succession planning sessions.

WHAT IT SENDS

The agent sends exactly the text you paste into the input box—nothing more, nothing less. It does not access your browser history, files, emails, or any other data. It does not send any identifying metadata beyond the content you explicitly submit. The only external transmission is that text to the AI API. Usage logs record only the count of runs for billing purposes; they do not store, log, or transmit the content of your succession details or the generated note. Your data and the generated output remain solely on your device unless you choose to save or share them.

SUBSCRIPTION

$19.99/month with a 7-day free trial. Each subscription includes 100 runs per month (one run = one succession note from your employee and role details). Unused runs do not roll over. You can cancel anytime from your account settings—no questions asked, no long-term commitment.

THE PANEL

This agent runs inside BotSurf's draggable, resizable panel. Drag it anywhere on your screen. Snap it to the left or right edge for a clean workspace. Collapse it to a minimal title bar when not in use. Press Escape to close the panel instantly. It stays persistent across tabs so you can manage talent reviews and generate succession notes without losing context.

PLEASE NOTE

AI-generated succession notes are probabilistic, not factual guarantees. The agent may mis-assess readiness, suggest inappropriate development areas, or miss critical context about the employee's potential. Always review any succession note for accuracy, context, and alignment with your organisation's talent strategy before using it in formal reviews. This tool is general HR guidance only—not professional legal, compliance, or talent management advice. In regulated sectors, treat this as a starting point only—not as a verified succession plan. The final responsibility for accuracy, fairness, and talent decisions lies with you.