Knowledge

Policy library

Write policies in markdown, nest procedures under them, and give each one an owner, an effective date and a review-by date. Move them from Draft through review to Published, and an AI summary is written for each one. Ask chat whether something is allowed, and it answers from published policies and names the ones it used.

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Record types

What you capture in Policy library, as it looks when you create a record.

New policy

Workflows

Track your records through the following different statuses.

Policy libraryPolicy

  1. Draft
  2. In review
  3. Published
  4. Retired

See it in action

The views that come with Policy library, ready from day one.

Policy

Status Published
IDContentSummaryEffective dateReview byStatus
POLICY-3——22 Oct22 OctPublished
POLICY-7——20 Oct20 OctPublished

Illustrative sample data.

Ask it in plain English

Work with Policy library from Claude, ChatGPT or OnFlow's built-in chat. Try prompts like these.

Claudevia OnFlow MCP

 

Automations included

AI policy summary

Writes a concise summary into summary when a policy is created or its content is edited. Skips the AI call when content is empty.

only if Details content isnot emptyonly if the previous stepreturned somethingTriggerRecord createdTriggerRecord updatedAgentAI policy summaryActionwrite-summaryAI stepActionsave-summaryUpdate record

Make Policy library yours.

Start your free trial — this module is fully customizable from the moment you create it.

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