AI agents, skills, and apps for policies and procedures projects

We have developed these tools primarily to support larger policies and procedures documentation projects. For suitable projects, we can use or develop tools to evaluate document quality, map dependencies and identify priority improvements.

Cherryleaf are procedures writing and training specialists. This means we can show you how you can build apps for creating and managing your policies and procedures, either as part of a policies and procedures project, or as part of a policies and procedures training course for your company.

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Policy and procedures audit tool

We've developed a free policy and procedures audit tool

The policy and procedures audit tool is a specialised web application we’ve designed to help teams systematically assess, prioritise, and improve their internal policy and procedures documents.

Managers responsible for policy governance, compliance or enablement, can add policies or procedures, and then rate them against key quality criteria such as accuracy, usability, and accessibility.

For each document, the tool calculates an overall quality score, visualises the assessment in a radar chart for an at-a-glance profile, and generates a ranked “Priority Update Queue” to highlight which documents require the most immediate attention.

It also provides actionable suggestions for improvement based on the provided scores, streamlining the process of documentation governance and enhancement. The priority list can be exported to a CSV file for easy sharing and reporting. The list can be also used for scheduling improvements to the documents.

Evaluating policies and procedures with AI personas

We have developed a free tool for evaluating policy and procedure documents from the users’ perspective. This is an important issue because some organisations spend considerable time creating policies that might not be working for their intended audiences.

Screenshot from our policy and procedure document persona evaluation tool

The tool helps policy and procedure writers, and UX researchers, evaluate policies and procedures from different user perspectives. By defining user personas with varying levels of expertise, backgrounds and preferences, it enables you to simulate how different staff members (and the public) would interact with your documentation.

See: Evaluating policies and procedures with AI personas

Policy and procedures dependency mapping app

Managing complex documents is a constant challenge for many organisations. A change in one manual can often affect several other policies. To solve this, Cherryleaf has developed an app that helps teams track these vital links.

The tool is designed to be simple and intuitive. Users can upload files directly to the platform. It supports standard formats, such as PDF and DOCX files. The app also handles digital content. You can provide a URL for any online documentation site. The engine will then analyse the text to find connections. The mapper focuses on two main types of relationships: dependencies and conflicts. Each result shows the source, the target, and a short description of the relationship, presented in a clear list.

The image shows a clean, modern web interface for 'Policy & Procedure Mapper'. On the left, a sidebar allows users to upload PDF files or enter URLs for online documentation. A large blue 'Analyze Dependencies' button sits at the bottom of this section. The main content area displays a table of analysis results. Entries are categorized with colored badges: blue for 'Dependency' and light red for 'Conflict'. The entries detail relationships between different volumes of 'RULES, POLICIES AND PROCEDURES MANUAL' and legal documents like the 'Constitution of Guyana'. One entry highlights a conflict where a manual section refers to the wrong chapter for contracting guidance, demonstrating the tool's ability to find internal cross-referencing errors.

See: Building a policy and procedures dependency mapping app

Policy audit simulator

The Policy Audit Simulator is an AI-driven app that simulates an audit of policy and procedure documents.

screenshot of an policy audit simulator app

Pack of general writing skills.md files

We have developed a set of eleven portable, company-neutral SKILL.md files for technical writing and documentation-focused AI assistants.

The skills files should work for both Claude and Codex as Agent Skills, with a couple of installation differences.

Procedure to training content converter

The Procedure To Training Content Converter creates training content from policies and procedures documents.

screenshot of a procedure to training content converter app

Delivery formats

Audit and report option

We analyse an agreed number of pages for a fixed price. You receive a findings report, plus an optional debrief.

We’d be happy to run a small sample through it first, so you could see the type of results.

Audit plus consultancy option

  1. Analyse your content
  2. Deliver a findings report, with detailed classification and gap analysis, plus an optional debrief
  3. Deliver strategic recommendations for your migration

Apps deployed as a custom provision

Deploy the apps on a secure cloud service as a custom provision. Clients get login credentials for a specific timeframe or content quota.

Build your own version

We show how to create some of these and similar apps on our “Managing and maintaining policy and procedure documents with AI“.

Contact us

Ready to get started?

Email:

info@cherryleaf.com

We’re happy to discuss your specific needs via Microsoft Teams, Zoom, GoToMeeting, or your preferred video conferencing platform.

 

Contact us