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Route Revised Policy Drafts
Prepare linked reviews and hold the policy handoff
Use this Agent instantly or customize it - no programming needed
- current policy draftcurrent policy draft
Your current draft includes its latest version and link to the earlier review.
- reviewed draft versionreviewed draft version
Your reviewed draft shows the wording behind the earlier decision.
- earlier policy reviewearlier policy review
Your earlier review shows its decision, status, and assigned reviewer.
- reviewer rulesreviewer rules
Your reviewer list and materiality rule say who must review a change.
Your policy draft library keeps the current policy draft and its reviewed version.
Your task management tool keeps the earlier decision and the next review request.
- manual reconciliation flagmanual reconciliation flag
Your team sees which draft needs its reviewed version or earlier review reconciled.
- held handoffheld handoff
Your policy draft stays on hold while a new review awaits a decision.
- reviewer choice requestreviewer choice request
Your compliance program manager sees that your rules do not name a clear reviewer.
- change summarychange summary
Your manager sees what changed, with links to both versions and required reviewers.
- pending reviewpending review
Your manager gets a pending task linked to the current draft and earlier decision.
- held handoffheld handoff
Your policy draft stays on hold while a new review awaits a decision.
This Agent checks a new policy draft version against its earlier review. It applies your reviewer list and materiality rule. It opens a linked review and holds the handoff.
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Google DriveUsed as:
- Policy draft library
Google Drive keeps the current policy draft and its reviewed version.
AirtableUsed as:
- Task management tool
Airtable keeps the earlier decision and the next review request.
monday.comUsed as:
- Task management tool
monday.com keeps the earlier decision and the next review request.
ClickUpUsed as:
- Task management tool
ClickUp keeps the earlier decision and the next review request.
Google ContactsUsed as:
- Policy draft library
Google Contacts keeps the current policy draft and its reviewed version.
Microsoft SharePointUsed as:
- Policy draft library
Microsoft SharePoint keeps the current policy draft and its reviewed version.
Microsoft Office 365Used as:
- Policy draft library
Microsoft Office 365 keeps the current policy draft and its reviewed version.
PodioUsed as:
- Policy draft library
Podio keeps the current policy draft and its reviewed version.
- Task management tool
Podio keeps the earlier decision and the next review request.
PipefyUsed as:
- Task management tool
Pipefy keeps the earlier decision and the next review request.
KintoneUsed as:
- Task management tool
Kintone keeps the earlier decision and the next review request.
Made for your industry
Route Revised Policy Drafts is made for businesses in these industries.
- Manufacturing
Send changed quality policies for review before an old sign-off guides work.
Show all Agents for the Manufacturing industry - Financial Services
Route revised compliance policies for fresh review before handoff.
Show all Agents for the Financial Services industry - Healthcare
Flag changed care policies for another review before staff use old approval.
Show all Agents for the Healthcare industry - Government
Hold revised agency policies for review when an earlier sign-off is stale.
Show all Agents for the Government industry
Made for your role
Route Revised Policy Drafts is made for people in these roles.
- Document Controller
Link revised policy drafts to new reviews before handoff.
Show all Agents for the Document Controller role - Compliance Program Manager
Prepare a new review when a signed-off policy draft changes.
Show all Agents for the Compliance Program Manager role
Made for your department
Route Revised Policy Drafts is made for people in these departments.
- Document Control
Link revised policy drafts to fresh reviews before handoff.
Show all Agents for the Document Control department - Compliance
Route changed policy terms to the required reviewers.
Show all Agents for the Compliance department
How Route Revised Policy Drafts works
5 steps, in order, on every run.
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Find the reviewed versionRead the current draft and its earlier reviewed version. Flag the draft for manual reconciliation if the reviewed version or old task is missing.
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Check the earlier decisionRead the linked review task and confirm its current status. Compare its earlier decision with the changed draft.
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Apply your review rulesApply your reviewer list and materiality rule to the changes. Ask your compliance program manager to choose if no reviewer is clear.
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Check for another changeReread the draft before writing a review request. Stop this run if another version has arrived.
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Open the linked reviewCreate a pending review linked to the current draft and earlier decision. Keep the handoff on hold for the required human reviewers.
How to Get Started
Connect the tools you already use, such as Google Drive, Airtable or monday.com.
10 tools
- Connect the reviewed policy draft location and identify the linked earlier review or decision field.
- Enter the policy reviewer list and materiality rule, authorized compliance program manager names, and the status that holds handoff pending review.
- Limit access to the policy draft and review destination to the responsible team.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Route Revised Policy Drafts:
You provide the reviewer list and materiality rule. If they leave a reviewer unclear, your compliance program manager chooses while the draft stays on hold.
Your compliance program manager gets a draft flagged for manual reconciliation. The Agent opens no fresh approval without the earlier record.
Your materiality rule determines when an unchanged approval can stand. Your compliance program manager still makes the final decision on the revised draft.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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