In this page
Why attend this course?
Who should attend?
What will I learn?
About us
Topics covered
Delivery format
Pricing and how to book
Workshops and consultancy options
Contact us
This course enables policy and procedures teams to use AI to manage maintain their documents more effectively.
It focuses on ways to use AI for the repetitive, time-consuming tasks that bog down policy teams.
The course includes:
- Interactive lectures and demonstrations
- Hands-on labs where you build real AI agents
- Group discussions with peers facing similar challenges
- Practical exercises using your own policy scenarios
- Capstone project tailored to your organisation’s needs
This is an instructor-led course, delivered via Microsoft Teams. Participants will learn through lectures, demos, exercises, and group discussions.
It complements our policies and procedures writing training course.
Why attend this course?
Policy teams are drowning in demands:
- Regulatory changes accelerating across every sector
- Pressure to update policies faster without sacrificing quality
- Stakeholders demanding clarity on “what’s changed”
- Hours wasted chasing reviewers and tracking versions
- Inconsistent terminology across policy documents
- No visibility into which policies employees actually read or understand
This course shows you how you can use AI agents and apps to solve these problems.
Who should attend
This course is for anyone responsible for policies, procedures, and compliance documentation:
- Policy managers and policy enablement leads
- Compliance officers and risk managers
- Quality Assurance managers
- Governance and Internal audit teams
- Operations managers overseeing SOPs
- Legal operations professionals
- Procedures writers
- Internal communications teams managing policy rollouts
What will I learn?
By the end of this course, you’ll be able to:
- Build custom AI agents tailored to your policy and procedure management challenges
- Design an AI adoption roadmap for your team with clear ROI metrics
- Carry out AI-powered content audits
- Use AI to analyse existing policies for inconsistencies, redundancies, and outdated information
- Evaluate policies and procedures with AI personas
- Simulate different user personas navigating documentation sites to measure success rates and identify issues
- Streamline compliance checks
- Use AI to cross-reference policies with regulatory databases to flag potential non-compliance.
- Automate repetitive tasks like formatting, version tracking, and impact analysis
- Ensure consistency across your entire policy library with AI-powered terminology management
- Communicate changes effectively with AI-generated summaries and impact assessments
Prerequisites
- Experience of procedure writing projects
- A Google user account
- A ChatGPT user account
We’ll be using the free versions of the platforms.
Gallery of apps
About us
Cherryleaf has many years experience in writing and editing policies and procedures documents for clients such as Affidea, Almabani, Clearscore, NHS, Samaritans, Shropshire Fire and Rescue Service, Walsall Council, and a number of rapidly growing companies.
We also have experience of teaching AI skills within organisations.
Topics covered
Understanding AI for policy management
- The difference between AI agents, automation tools, and workflow agents
- Where AI adds the most value in the policy lifecycle
- Ethical and legal considerations when using AI for governance documents
Building your first AI agents
We’ve built over 20 AI agents for documentation and policy management. You’ll learn how to build your own, including:
Research and planning
- Policy gap analysis agent
- Compare your current policies against regulatory requirements or industry standards
- Stakeholder impact analyser
- Predict which departments and roles are affected by policy changes
- Policy generator
- Create first drafts based on regulatory requirements and organisational context
- Plain language translator
- Convert complex legal or technical language into clear, accessible policy text
- Tribal knowledge capture agent – identifies, captures, and codifies informal knowledge
- Process flowchart generator
- Audits of existing content
- Use AI to analyse existing policies for inconsistencies, redundancies, and outdated information.
- Evaluate policies and procedures with AI personas
- Simulate different user personas navigating documentation sites to measure success rates and identify issues
Review and approval
- Review assignment agent
- Intelligently route policies to the right SMEs and approvers based on content and expertise
- Comment consolidation agent
- Synthesise feedback from multiple reviewers into actionable revision lists
- Compliance validation agent
- Check policies against regulatory checklists and internal standards
Quality and consistency
- Terminology management agent
- Ensure consistent use of terms across your entire policy library
- Style guide compliance checker
- Validate policies against your organisation’s writing standards
- Cross-reference validator
- Identify broken or missing references between related policies
- Testing agent
- Identify any gaps, ambiguities, or impractical steps in a procedure
Communication and training
- “What’s changed?” summary generator
- Create clear change summaries for policy updates
- Audience adaptation agent
- Tailor policy communication for different departments or seniority levels
- Training material generator
- Create training content from policies and procedures documents
- Interactive policy assistants
Governance and analytics
- Policy lifecycle tracker
- Monitors review dates, ownership, and approval status across your library
- Audit trail generator
- Create comprehensive documentation of policy changes for compliance purposes
- Version comparison agent
- Highlight differences between policy versions with impact assessment
- Gap analysis agent
- Identify the discrepancies between current documentation, actual practices, and external requirements.
- Audit-ready reports and mapping
- Audit simulator
Risk management
- Privacy and security scanner
- Detect accidental disclosure of sensitive information
- Conflict detector
- Identify contradictions between related policies
- Obsolescence alert agent
- Flag outdated references, superseded regulations, or expired guidance
Creating practical applications
- Change management and adoption
- Addressing team resistance to AI tools
- Ensuring human oversight and accountability
- Introducing AI agents gradually and building confidence
- Measuring success and demonstrating ROI
Build custom tools your team can use immediately:
- Policy quality assessment dashboard – Rate and prioritise policy improvement needs
- Stakeholder update automation – Generate monthly compliance reports and policy update summaries
Build your AI agent stack
Create an “AI Agent Stack Blueprint” for your organisation
- Prioritise which agents to deploy first based on your biggest pain points
- Assign roles and responsibilities for agent oversight
- Align agent deployment with policy review cycles and governance processes
- Design measurement frameworks to demonstrate value
- Plan for iteration and continuous improvement
Note: This is subject to change.
Delivery format
This is an instructor‑led course delivered online.
The course is delivered over two 3-hour sessions via Microsoft Teams. These are normally delivered 0930-1230, on consecutive days.
We can also deliver this course as a virtual classroom course for teams within organisations using other platforms.
Pricing and dates
Corporate/Enterprise training
Bespoke pricing is available for private sessions for up to 12 participants
- Dedicated session for your organisation only
- Customisable content to your industry/documentation needs
- Can include your company’s documentation examples
- Flexible scheduling
- Optional follow-up consultation session
Contact us to discuss this option.
Workshops and consultancy options
We offer several ways to work with us, depending on your needs and timeline
Private training and implementation support
For organisations that are ready to fully integrate AI, we offer consultancy services to guide your strategy, implementation, and change management. It bridges the “knowing-doing” gap.
This typically comprises training, plus:
- 30/60/90-day Slack/Teams support to help you implement the solutions
- 1-hour follow-up coaching calls
- Access to our agent template library
Private workshops
We can provide workshops, focused on quick wins. A workshop format allows delegates to bring their own real-world challenges and work through solutions using AI in a guided, hands-on environment. This approach is useful for rapid skill‑building and prototyping.
Done-with-you consultancy
This typically comprises:
- Discovery workshop
- Custom agent stack design
- Building and deploying 5-10 priority agents
- Training your team to maintain/expand
- 6-month support retainer
Still deciding?
Book a free 30 minute AI agent strategy session.
We’ll review your current policy management processes, demonstrate relevant agents from our library, and recommend the best approach for your situation, whether that’s a workshop, training, or consultancy.
No obligation. No sales pressure. Just practical advice on how AI can solve your specific challenges.
Contact us to discuss this option.
Contact us
Email:
info@cherryleaf.com
You also can talk to us via Microsoft Teams, Zoom, GoToMeeting, or another video conferencing platform of your choice. Email us if you’d like to arrange a date and time for a video call.