Automatically review and route legal policy submissions

AI reviews submitted policies, checks compliance, and routes approvals to Slack, Gmail, and Google Sheets automatically.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues.

Pattern: Parallel Split (2) ยท Synchronisation (3)

flowchart TD trig>"policy document submitted"]:::trig s0["extract and analyze document"]:::task s1["determine compliance decision"]:::task s2[("log outcome in sheets")]:::store trig --> s0 s0 --> s1 gx{"+ who needs to be notified"}:::gate s1 --> gx p00["send gmail notification"]:::task gx -->|"email stakeholders"| p00 p10["send slack notification"]:::task gx -->|"message stakeholders"| p10 jn{"+ both notified"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"policy decision recorded and shared"/]:::out pay{{"faster approvals with audit trail"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetEvery pathWaits for allResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsEmail AutomationMessaging & NotificationsDocument Processing & OCRSpreadsheet & Database OpsSurvey & FeedbackSecurity & Compliance
Connects
OpenAIGmailSlackGoogle Sheets

The problem it solves

Reviewing a new legal or compliance policy means reading dense documents, deciding if they meet regulations, and then chasing down the right people for sign-off. Doing this by hand for every submission is slow and easy to lose track of.

Who it fits

A legal, compliance, or policy team that reviews and approves internal policy documents.

How it works

  1. Someone submits a policy document through a form.
  2. The document is extracted and analyzed by AI for content, compliance, and a plain-English summary.
  3. Based on the result, notifications go out by Gmail and Slack to the right stakeholders.
  4. The outcome is logged in Google Sheets across policy records, approvals, compliance, and an audit trail.
What you get

Policies reviewed and routed for approval

You get every submitted policy checked for compliance, summarized in plain English, and routed to the right people for approval automatically.

What you get

An approval decision, stakeholder notifications, and a complete audit trail in Google Sheets.

What you need

An OpenAI account, a Gmail account, a Slack workspace, and a Google Sheets account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook