AI Third-Party Due Diligence Summary Drafter

WHAT IT DOES

This AI agent helps you create clear, structured summaries of third-party due diligence. Given a third-party name, due diligence scope, key risk areas, findings summary, and recommended actions, it identifies the five most important summary priorities for communicating due diligence results to stakeholders. For each priority, it provides a one-sentence rationale explaining why that aspect matters and a draft subject line for the corresponding communication. Perfect for compliance teams, risk managers, procurement professionals, and legal departments managing third-party risk, vendor due diligence, and stakeholder communications.

HOW TO USE

Open the agent in BotSurf's panel interface. Enter your third-party name—this could be Global Logistics Inc. or Tech Solutions Partners. Describe the due diligence scope, including areas assessed and methodologies used. List the key risk areas, one per line, such as financial stability, regulatory compliance, reputation risk, or operational controls. Provide a findings summary describing key observations and conclusions from the due diligence. Then list the recommended actions, one per line, such as enhanced monitoring required, contractual safeguards, or regular compliance reviews. Press the "Draft due diligence summary" button. Within seconds, the agent returns a structured third-party due diligence summary highlighting the five most critical priorities, each with a clear rationale and a ready-to-use subject line for emails, executive briefings, or stakeholder communications. You can also click "Use page selection" to pull findings from the current page if they are already documented.

WHAT IT SENDS

When you press "Draft due diligence summary", the agent sends exactly the third-party name, scope, risk areas, findings, and recommended actions you entered. No other data—no browser history, no cookies, no page content beyond what you explicitly provide—is transmitted. Usage logs record only the fact that a run occurred for billing purposes, never the content of your due diligence or compliance details. All processing occurs through BotSurf's secure bridge; your due diligence information is not stored or used for training.

SUBSCRIPTION

$19.99/month with a 7-day free trial. Each subscription includes 100 runs per month—sufficient for multiple due diligence summary sessions across your organization. Unused runs do not roll over. Cancel anytime from your account settings; no long-term commitment. The free trial gives you full access to the agent's capabilities for seven days, with a limit of 100 runs during that period.

THE PANEL

The agent runs in a draggable, resizable panel that snaps to the edges of your browser window. Collapse it to a small bubble when you need screen space. Press Escape to close the panel. Position and state persist across sessions when you are logged in.

PLEASE NOTE

AI can be wrong. This tool provides general information and summary suggestions, not professional legal or compliance advice. Always review and validate due diligence summaries with your compliance team, legal counsel, and relevant stakeholders. The agent is designed to accelerate your workflow, not to replace human judgment in risk management decisions.