AI Trustee Report Drafter

WHAT IT DOES

The AI Trustee Report Drafter is an intelligent agent that transforms your trustee details into a clear, professional report. Provide the trust name, report period, financial summary, key activities, and recommendations, and the agent returns a complete report featuring a trust overview, a clear financial summary, key activities, and recommendations. This tool helps trustees communicate trust performance and decisions effectively to beneficiaries and stakeholders.

HOW TO USE

Open the agent in BotSurf. Paste your API key once during setup (it is stored locally and never transmitted). Then simply describe your trustee report in plain language — include the trust name, report period, financial summary, key activities, and recommendations. Press the run button, and the agent generates your professional report instantly. No templates to fill out, no formatting to wrestle with.

WHAT IT SENDS

The agent sends exactly the text you type into the input box — nothing more, nothing less. It does not access your files, browser history, clipboard, or any system data. It does not transmit your API key or any persistent identifiers. The agent processes your request through the AI provider's API using only the text you provide. Usage is logged solely for billing purposes (counting runs) and does not include the content of your requests or responses. Content is not stored, shared, or used for model training. The agent sends your text only when you press the run button; it does not automatically send data on page load or at any other time.

SUBSCRIPTION

This agent is available for $19.99 per month. New subscribers receive a 7-day free trial with full access to all features. Each subscription includes 100 runs per month — enough for multiple reports or revisions. Unused runs do not roll over. You may cancel your subscription at any time through your BotSurf account settings, and your access will continue until the end of the current billing period.

THE PANEL

The agent runs inside a draggable, resizable panel that stays on top of your other windows. Drag the title bar to reposition it. Snap the panel to any edge of your screen for a clean workspace. Collapse it to a minimal bar when you need more room. Press Escape to close the panel instantly. Your session and settings persist across page reloads.

PLEASE NOTE

AI-generated content can contain errors, omissions, or inaccuracies. This agent is a drafting assistant, not a trustee, financial advisor, or legal professional. Trustee reports have significant legal and fiduciary implications. Always review and verify all financial data, activities, and recommendations with qualified professionals before distribution. This tool does not guarantee fiduciary compliance or regulatory accuracy. For regulated sectors (legal, financial, or compliance), this agent does not provide professional advice. Consult qualified professionals for advice tailored to your specific situation. Use at your own risk.