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How to Summarize Employee Feedback with AI

Teamflect's AI turns multiple feedback entries into one summary. See how to run it, what data it reads, and why every summary still needs a human review.

Written by Denzel

What Is an AI Feedback Summary?

Summarizing feedback with AI means letting a model read several feedback entries at once and return the recurring themes in a few sentences. In Teamflect, the "Summarize with AI" button does this for the entries you select. A manager reviewing a team member, or anyone reviewing their own received feedback.

In this article, we’ll walk through two ways to use this feature.

Summarizing Feedback Received by an Employee

In many cases, employees receive feedback from multiple coworkers, managers, or direct reports, and it can be time-consuming for a manager or admin to review each entry in detail. The 'Summarize with AI' feature simplifies this process by providing a concise overview of all feedback, saving time and highlighting key insights at a glance.

Step 1: Open the Employee's Profile

You can find an employee in either of these ways:

  • My Team: Open My Team from the homepage, select the employee, and open their profile.

  • User Search: Use the search bar in the sidebar to find an employee. This option is available only when User Search is enabled in the Admin Center.

If User Search is turned off: Managers must find employee profiles through My Team.

Step 2: Select Summarize with AI

Scroll to the Feedback section of the employee's profile and click Summarize with AI.

If the button is not available, the feature may be disabled in your organization's AI settings, or the user's profile does not have an available feedback data. to be summarized.

Step 3: Choose Which Feedback to Include

Set the date range, filter by feedback template if needed, and select the feedback entries you want to include.

Click Summarize to generate the summary.

You can change the filters and generate another summary if needed.

Note: You can always go back and adjust the settings to ensure that everything's in the right place.

Always Review the Summary Before You Use It

An AI summary is a draft, not a record: read it against the original entries before you quote it in a review, a one-on-one, or any decision about someone's work.

  • The summary only covers what you selected. If the date range or the template filter left entries out, the themes shift with them. Open the filters again and confirm what was included before you rely on the result.

  • Check the summary against two or three original entries. Summaries smooth over outliers, and in feedback the outlier is often the most useful thing in the set.

  • Keep the original entries as the record. In a review, quote the person's own words; use the summary to find them, not to replace them.

  • A summary carries the balance of the feedback it read. It does not add slant on its own, and it does not remove slant that was already there.

Summarizing Feedback You’ve Received

If you want to better understand patterns in the feedback you’ve received, you can create a personal summary using the same tool.

Step 1: Feedback > Received

Open the Feedback module and click on the Received tab.

Select “Summarize with AI.”

Step 2: Adjust Date Range & Templates to Include

Choose the date range and entries you'd like to include.
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Step 3: Summarize

Click “Summarize” to generate your personalized summary.

Note: You can always go back and adjust the settings to ensure that everything's in the right place.

Use Cases for Summarizing Feedback with AI

  1. Identify recurring strengths and growth areas
    Understand common themes in feedback across time to guide your next steps.

  2. Prepare for upcoming 1:1 meetings or team check-ins
    Use summaries to quickly get up to speed on recent feedback before performance discussions.

  3. Gain visibility across distributed teams
    For managers overseeing remote or cross-functional teams, summaries help surface insights without reading every comment in detail.

What Data Does AI Use?

The summary is based on the feedback entries you select. The date range, template filters, and selected entries determine what the AI reads.

  • Teamflect uses OpenAI services hosted on Microsoft Azure.

  • Customer feedback is not used to train or fine-tune AI models.

  • AI services run in regional Azure data centers, and data is transmitted over HTTPS with TLS 1.3.

How AI Settings Affect This Feature

Two settings can affect your access to employee feedback summaries.

  • User Search is turned off: Managers cannot use the sidebar search bar to find employee profiles. They must open profiles through My Team instead.

  • The master AI toggle is turned off: The Summarize with AI button is hidden or unavailable for everyone. Other AI features are also disabled across the organization.

Frequently Asked Questions

Is Summarize with AI available on every subscription plan?

Yes. It is available on all subscription plans.

Can I edit the generated summary?

You cannot edit the summary directly in Teamflect. You can copy it and edit the copied text elsewhere.

Who can summarize employee feedback?

Admins and managers can summarize feedback received by employees. Users can also summarize their own received feedback.

Does the AI summarize all feedback automatically?

No. The summary uses the feedback entries you select. Check your date range, template filters, and selected entries before generating the summary.

Final Thoughts

Whether you're analyzing feedback as a manager or reviewing your own input, Teamflect’s Summarize with AI feature helps you work faster, stay informed, and focus on what matters. Try it out and see how much time it can save.

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