SOPs & Policy Management
Controlled procedures with versions, assignments and acknowledgements.
Keep your processes and policies in one controlled library, make sure the right people read the current version, and prove they did.
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- 6
- Confidentiality levels
- Draft · Published · Active · Expired · A
- Lifecycle states
- Per person, per version
- Reads and sign-offs
SOPs & Policies
The Problem It Solves
A procedure only protects the company if the right people have read the latest version. Documents live in shared folders, old copies stay in circulation, and when a rule changes nobody can show who was told.
Several versions in circulation
Staff follow an out-of-date copy because they cannot tell which one is current.
No proof of reading
When something goes wrong, the company cannot show that the person was told.
Everyone sees everything
Confidential procedures are stored beside general ones.
Reviews forgotten
Policies that should be reviewed on a schedule quietly go stale.
Procedures read once, not followed
Long procedures are skimmed once and never worked through step by step.
Feedback with nowhere to go
Staff notice gaps but have no route to tell the owner.
Without it, and with it
The same everyday work, before and after.
Without it
Old copies of a policy keep circulating.
With it
Each SOP has a lifecycle and a version history, and any two versions can be compared side by side.
Without it
No one can show who was told.
With it
SOPs are assigned to people, reads and acknowledgements are tracked, and people are asked again when a new version is published.
Without it
Confidential and general documents sit together.
With it
Six confidentiality levels decide who may read each procedure.
Without it
Reviews are forgotten.
With it
Reminders go out before things expire, and reports show who has read what.
What it does
SOPs & Policies gives every procedure a lifecycle (draft, published, active, archived) and an owner, with version history you can compare side by side. Each SOP has a confidentiality level, a priority and an optional expiry date, and can be assigned to people who must acknowledge it.
When a new version is published, the people who acknowledged the old one are asked again. Reminders go out before things expire, and reports show who has read what.
Primary purpose
Make sure the right people read the current procedure and keep a record that they did.
Product tour
A preview of the interface with sample data. Select a screen, then hover or tap the markers.
Create your own automated workspace
Register your company and set up SOPs & Policies with the rest of the platform: one sign-in, shared roles and automations that connect your work.
Key features
What you can do with it, day to day.
Policy library
Write SOPs with rich content and attachments, organised by category and department.
Versions and compare
Publish new versions and compare any two side by side.
Six confidentiality levels
From internal to restricted, with each level deciding who may read it.
Assignments and acknowledgement
Assign SOPs to people, track reads and acknowledgements, and ask again on new versions.
Checklists
Add checklist items people tick off as they work through a procedure.
Templates
Start from a template for a consistent structure.
Compliance and reports
See compliance status and export reports to CSV or Excel.
Feedback
Staff can send feedback on a procedure to its owner.
AI capabilities
What the AI does in and around this product — concretely.
No AI of its own
SOPs & Policies has no built-in AI features. You can load policy documents into an AI Assistant so staff can ask questions about them.
Automation & workflows
How work moves from start to finish without hand-offs and re-typing.
Publish and acknowledge
A new version reaches the right people.
- 1
The author publishes a new version
- 2
People who acknowledged the old version are asked to acknowledge the new one
- 3
Pending people are reminded
- 4
Compliance reports update
Expiry and reminders
Scheduled upkeep.
- 1
A daily job checks expiry dates
- 2
A past-date SOP is marked expired
- 3
Owners and assignees receive reminders
Use cases
Real tasks, real roles.
Roll out a policy
Publish a new leave policy and assign it to every employee with a mandatory acknowledgement.
Controlled procedures
Keep a confidential finance procedure visible only to its owner and named people.
Review cycle
An owner receives a reminder as a procedure approaches its expiry.
Audit evidence
Export who acknowledged which version.
Supported business scenarios
- A company that needs staff to acknowledge policies
- A team that wants versioned operating procedures
- A regulated function that must limit who sees what
Benefits & business outcome
What changes for your business.
People work from the current procedure, and you have a record of who was told and who acknowledged it.
The current version, always
Readers open the active version; new versions trigger fresh acknowledgement.
Proof of communication
Acknowledgements are recorded per person and version.
Right audience only
Confidentiality levels keep sensitive procedures to the right people.
Nothing quietly expires
Expiry dates and reminders surface procedures that need review.
Who it's for
Operations, HR, compliance and quality leads who own procedures, and every employee who must follow them.
Departments
- Operations
- Human Resources
- Compliance & Quality
Typical users
- Process Owner
- HR Manager
- Department Head
- Employees
Works with
The other products and integration points it connects to.
Frequently asked questions
SOPs move from draft to published to active without a separate approval step. Authors and managers publish directly, within their permissions.
Request a demo
Ready to put SOPs & Policies to work?
Create your company workspace, or ask for a walkthrough with your own scenarios.
- Each company's data is kept separate from every other company's.
- One sign-in and one role model across every product.
- AI and automations that work across the products.