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Review AI summaries

Review an AI-generated overview of a completed performance review or a submitted survey response. flair AI creates the summary when the performance review is completed, or when a participant submits their survey response.

Who can use this?

HR teams and Managers on completed performance review and survey pages in Salesforce at organizations whose subscription includes flair AI for HR.

Open a performance review summary​

  1. Open the completed performance review.
  2. Select the employee whose review you want to inspect.
  3. Find AI Summary.
  4. Expand the section to read the summary.

The summary is two or three short paragraphs, written in the language of the answers. It covers the most important feedback, any critical issues or concerns, and the overall sentiment.

Open a survey summary​

  1. Open the completed survey and click the Participants tab.
  2. Click the participant whose response you want to review.
  3. In the panel that opens, find AI Summary above the participant's answers.
  4. Expand the section to read the summarized response.

As with performance reviews, the summary is two or three short paragraphs in the language of the answers, covering the most important feedback, any critical issues or concerns, and the overall sentiment.

A survey participant's panel with the AI Summary section expanded above the answers

Verify an AI summary​

  1. Read the summary to identify themes and areas that need closer review.
  2. Compare its claims with the original responses for full context and nuance.
  3. Before you plan a follow-up or make a decision, confirm important findings in the source material.
  4. When comparing teams or time periods, check that the underlying assessments use a comparable scope.
warning

AI summaries can contain errors or miss nuance. They supplement the original review or survey responses and do not replace human judgment.