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AI agent for compliance analysts

Policy Review Cycle Agent

All policies reviewed on time with current content

ComplianceEducationManagementLegal
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Policy Review Cycle Agent: what goes in, what the agent does and what you get

What it does

Policies go stale between reviews and end up citing repealed rules, old systems or roles that no longer exist. This agent runs the policy review calendar. Each month it lists policies due for review and checks each one for outdated references to laws, roles, systems and other policies. It compares the policy to recent rule changes and incidents linked to it. It drafts suggested edits with reasons and sends them to the policy owner. It tracks responses and escalates when a review date has passed. When a revision comes back, it checks that each issue was fixed. If any remain, it returns them to the owner. The compliance officer and policy committee approve changes, and approved policies get new review dates. Edge case: a policy refers to a role renamed in a reorganization, so the agent updates the reference.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Monthly review list 2 USES A TOOL Load due policies 3 DOES Check references, rules and incidents 4 USES A TOOL Draft edits and send to owners 5 CHECKS THE RESULT Did the revision fix each issue? If not: return remaining issues to the owner. Back tostep 4. 6 YOU APPROVE Committee approves policy 7 RESULT Policy published with new review date
Read the steps as a list
  1. Monthly review list
  2. Load due policies
  3. Check references, rules and incidents
  4. Draft edits and send to owners
  5. Did the revision fix each issue?If not: return remaining issues to the owner. Back to step 4.
  6. Committee approves policyThe agent waits here for your OK.
  7. Policy published with new review date

How it decides

It flags outdated references and gaps from rule changes and incidents.

  • Review date passed: escalate
  • Reference to repealed rule: must fix
  • Incident linked to policy: review content

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Review cycle length
  • Checks to run
  • Escalation rules
  • Edit format

What keeps you in control

It always asks you first

  • Publishing policies

Hard limits

  • Never publishes policies
  • Never removes requirements without approval

It stops when

  • Done: policy approved
  • Stop: owner not assigned

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn the September cycle, 8 policies were due. The agent found 23 outdated references, including a repealed rule and two renamed roles, and sent edits to the owners. The revision check failed for the records policy, which still cited the old document system. The agent returned it with the line marked, the owner fixed it, and the committee approved all eight.

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