AI Tool for Collecting Stakeholder Feedback
Your AI agent reaches out to every department, gathers feedback after a system rollout, and delivers clear summaries—no more chasing emails or lost responses.
You spend hours as a business analyst digging through Outlook threads, Slack messages, and Excel sheets just to compile feedback from team leads. Tracking who responded and what issues remain open is a nightmare, especially during busy implementation cycles. Important concerns get buried, and you’re left piecing together incomplete information under tight deadlines.
An AI agent that gathers, summarizes, and tracks stakeholder feedback on new systems for business analysts in financial services.
What this replaces
The hidden cost
What this is really costing you
In financial services, business analysts are often stuck pulling post-implementation feedback from dozens of stakeholders using Outlook, Teams, and shared Excel files. Each department head sends input in a different format, making it a headache to consolidate and prioritize concerns. The manual process leads to confusion, missed issues, and delays in resolving system problems. Instead of focusing on analysis, analysts are stuck in administrative busywork.
Time wasted
2 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$4,700/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep relying on manual feedback collection, critical system issues may go unresolved, leading to failed audits or regulatory fines. Teams lose trust in the process, and system adoption stalls, putting project timelines and compliance at risk.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
2 hrs/week
of manual work
With your AI agent
20 min/week
agent-handled
You save
$3,915/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Coordinating Post-Implementation Review
You ask your agent to collect feedback from all department heads after a new payroll system rollout.
Identifying Bottlenecks
You ask your agent to summarize recurring complaints from staff about a recently updated workflow.
Tracking Progress on System Fixes
You ask your agent to generate a status update on which reported issues have been addressed.
Preparing for Stakeholder Meetings
You ask your agent to draft follow-up questions for teams whose feedback was unclear or incomplete.
How to hire your agent
Connect your tools
Link your project management, documentation, and communication platforms used for system rollouts and feedback collection.
Tell your agent what you need
Type: 'Collect and summarize feedback from all team leads on the new expense reporting procedure. Highlight any recurring concerns and suggest follow-up questions.'
Agent gets it done
Receive a consolidated feedback report, a summary of top concerns, a list of unresolved issues, and draft follow-up questions—all ready to share with stakeholders.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Gather Stakeholder Input
Pulls structured feedback from department heads via Microsoft Teams and Outlook, then compiles all responses into a single summary file.
Highlight Recurring Issues
Analyzes collected comments and flags repeated concerns or questions, presenting them in a concise summary for quick review.
Track Open Items
Maintains a live list of unresolved feedback in Google Sheets, assigning each item to the responsible manager for follow-up.
Create Status Summaries
Drafts weekly progress updates showing which issues are closed and which require action, ready to share in your next project meeting.
Draft Follow-Up Questions
Reviews ambiguous or incomplete feedback and generates targeted follow-up prompts for each stakeholder.
AI Agent FAQ
No, the agent is designed to gather input only from users within your organization who have Microsoft 365 or Google Workspace accounts. External collection is not supported.
The agent integrates with Outlook, Microsoft Teams, and Google Sheets via secure API connections. For other systems like Jira or Salesforce, you can export and import data as needed.
All feedback is encrypted in transit using TLS 1.3 and stored temporarily on secure, region-specific servers. Only authorized users with corporate credentials can access the data.
Yes, you can edit the feedback prompts and report templates to match your organization's review process. The agent supports custom question sets and summary formats.
Absolutely. The agent is purpose-built to gather, organize, and track feedback from all relevant stakeholders after a new system or procedure is launched, reducing manual effort for business analysts.
Related tasks
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