AI workflows for policy organizations.

Organizations that research and argue for changes in public policy.

Who does this work

  • Policy director
  • Policy analyst
  • Communications director

9 workflow templates for government ready to adapt, and 47 workflows identified across the industry.

Updated

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Examples of the workflows identified across the industry
  1. Prepare a press pitchIllustrative
  2. Prepare the restricted gift rollforwardIllustrative
  3. Analyse a team's training needsIllustrative
  4. Announce a decided change to the people it affectsIllustrative
  5. Assemble the evidence for a project delivery options appraisalIllustrative

Workflow templates for government

These are written for government as a whole and apply across the industry, policy organizations included.

Academic calendar checkWhile year, term and session dates are being assembled, your registrar gets a draft calendar with every registration window tied to its term, and every conflicting, missing or out-of-bounds date listed as a question. Nothing is published or changed.Workflow templateBid or no-bid and RFP response planBefore anyone starts on a response, your bid manager sees every requirement in the request checked against your own evidence, your bid criteria tested and the buyer questions ready. A named person decides whether to bid; then a dated plan says who does what by when.Workflow templateCitation and quotation checkBefore a draft is filed or relied on, the associate or paralegal has one worksheet: every citation, quotation and record cite counted, then set against the sources supplied, and every good-law check left for the lawyer. No result calls anything confirmed; each says only what was compared. Prepares work for a lawyer. Not legal advice.Workflow templateLearning system access reviewAt term end or after staff change roles, the system owner lays the learning system's user and access exports beside current staff, class assignments and the approved role matrix. Departed users, changed roles and dormant accounts come back as questions for the data owners. Nothing is changed.Workflow templateOnline class setup packetThe learning-platform administrator receives one complete request for an approved class: course name, section, room, responsible teacher, the people who can be invited and every roster exception, drawn from the approved details and the roster export.Workflow templateProgram outcome mapBefore an evaluation, the program and evaluation leads get one map linking each activity to the outcome it is meant to serve, with proposed measures, data sources, assumptions and the questions the evidence cannot yet answer. It claims no impact.Workflow templateResearch summary briefAn executive handed a pile of reports, articles or papers gets one brief: what each source found, where the sources agree and disagree, the limits of each, and exact quotations cited to the page. Built only from the documents supplied. What it means for the business stays the reader's call.Workflow templateTeaching tool vendor data questionsBefore a school or college adopts a teaching tool that would handle student or staff information, the privacy or procurement lead gets a scoped question pack on data flows, access, retention and subprocessors, with each supplied vendor document mapped to the questions and the gaps listed.Workflow templateVolunteer shift optionsA volunteer lead gets draft shift options once an event's availability replies are in: each role's needs set against who volunteered, the requirements on record and the shifts already confirmed, with every uncovered position shown. The lead checks and confirms; nothing is assigned or sent.Workflow template

Workflows identified across government

Identified for the industry as a whole, so they apply to policy organizations as well. Marked illustrative: an example of the work, identified, with no workflow template yet.

Analyse a team's training needsSets what each role must be able to do against current ability, ranks the shortfalls and plans the training to arrange first.Illustrative · not built yet
Announce a decided change to the people it affectsPrepares the briefing order and a message for each affected group of staff, customers, students or residents: the change, its effective date, talking points, likely questions and the help contact.Illustrative · not built yet
Assemble the evidence for a project delivery options appraisalAligns supplied option studies, cost assumptions, risk allocation and advisor reports into one briefing so a sponsor can compare ways to deliver a project.Illustrative · not built yet
Brief an escalated or transferred case for the next deskGives the specialist, manager or receiving office one brief on a case: impact, dated timeline, evidence, actions already taken, open questions and any decision needed.Illustrative · not built yet
Brief an item coming to a meeting for decisionPrepares the background, documents, options and the decision requested for each item on an upcoming meeting's agenda.Illustrative · not built yet
Chase open and overdue actionsPulls scattered actions into one register with owners, due dates and status questions, so overdue commitments get a conversation.Illustrative · not built yet
Check a new intake is complete and hand it onHolds a new application, referral, inquiry, claim, change request or offer against its required-items checklist, names each missing item and who supplies it, drafts the request and hands one complete packet to the person who acts.Illustrative · not built yet
Check a proposal against earlier decisionsCompares a new proposal with the decisions and commitments already on record and lists the conflicts and questions for whoever chairs the meeting.Illustrative · not built yet
Check remaining budget after open commitmentsGives a department a budget schedule separating recorded spending, open purchase orders and proposed requests, so it can see what is still available.Illustrative · not built yet
Check the records returned when a supplier or system is retiredLists the datasets, documents, formats, counts and logs that must come back when a hosted service ends, with verification steps and open retention questions.Illustrative · not built yet
Compare supplier quotes on the same basisSets competing quotes or proposals side by side on scope, exclusions, lead time and full cost, with the questions that settle each gap, so the buyer can shortlist.Illustrative · not built yet
Draft a business continuity planMaps the activities that cannot stop for long, their tolerable downtime, dependencies, fallbacks, recovery order and named deputies.Illustrative · not built yet
Show all 45 workflows
Draft a customer reply from approved answersDrafts a reply to a customer message in the company's voice, with every statement and promise traced to approved answers and the facts still to confirm listed.Illustrative · not built yet
Draft a progress report for a funderA draft report to a funder or sponsor pairing agreed deliverables with activity evidence, spending and next steps.Illustrative · not built yet
Explain budget-versus-actual variancesGives budget owners and the finance lead a budget-to-actual bridge by line, service or cost owner, with drivers, usage context, unallocated costs and questions where support is missing.Illustrative · not built yet
Find the gaps in the help centreRanks the articles the help centre is missing or that fall short, from the period's tickets and unanswered searches.Illustrative · not built yet
Map community needs against local resourcesA source-linked map of reported needs, existing services and community assets, with coverage questions, for service planning.Illustrative · not built yet
Match a supplier invoice to the order and receiptGives the payables reviewer an invoice comparison against the order or agreement and the delivery evidence, with price, quantity, duplicate and approval exceptions.Illustrative · not built yet
Plan a campaign's audience, channels and budgetGives the campaign owner a plan with objective, audience, channel choices, budget options, measurement needs and assumptions.Illustrative · not built yet
Plan a new employee's onboardingBuilds a role-specific first week and first months for a new hire: reading, introductions, shadowing, practice, access requests and check-ins.Illustrative · not built yet
Prepare a drill or tabletop exerciseGives the plan owner one exercise brief for an emergency drill, a security or privacy tabletop or a continuity rehearsal: the approved invented scenario, roles, decisions to rehearse, what observers record and the debrief questions.Illustrative · not built yet
Prepare shift and roster options for expected demandSets each role's need by period against confirmed availability and offers roster options with uncovered periods and labour-cost assumptions.Illustrative · not built yet
Prepare the cross-team program decision briefA program brief of changed commitments, shared dependencies, overdue work and the decisions due across several teams.Illustrative · not built yet
Review an incident or operational failureAfter a service outage, security incident or process failure, sets out a sourced timeline across the affected systems, separates confirmed facts from competing explanations, and lists the remaining backlog and corrective actions.Illustrative · not built yet
Review records retention exceptions due for a decisionGives the records owner a queue of exceptions to the retention schedule that are expiring, each with its records, reason, approval, review date and any hold.Illustrative · not built yet
Review user access against current rolesCompares a system's account and permission export with current staff, assignments and the approved role matrix, raising departed users, changed roles and dormant accounts for an owner decision.Illustrative · not built yet
Score supplier performance for the reviewScores each supplier or carrier (by lane where relevant) from the business's own delivery, quality, service and cost records against agreed targets, with the evidence and the points to raise at the review.Illustrative · not built yet
Synthesize research and feedback into themes for a decisionA decision brief of themes, contradictions and quieter or minority views from interviews, feedback or consultation responses, each linked to its source, for a product, program or planning decision.Illustrative · not built yet
Check training and credential records against requirements and expiry datesMatches each role's required training or credentials to the records held, showing missing evidence and what expires soon, for the training owner.Illustrative · not built yet
Complete a form from verified informationFills an approved form from verified records and lists the fields still awaiting confirmed answers.Illustrative · not built yet
Draft the newsletter roundup of selected storiesA draft digest grouped by beat with a short summary, source line and link for each approved story, flagging duplicates and corrections.Illustrative · not built yet
Find catalog records that break searchLists duplicate identifiers, inconsistent titles, missing dates and broken links in a catalog export so assets can be found again.Illustrative · not built yet
Find gaps in equipment service recordsCompares the equipment register with service history and the approved maintenance schedule to show missing service reports, repeated work and overdue reviews.Illustrative · not built yet
Find work only one person can cover and plan cross-trainingMaps critical tasks to the people who can do them, shows single-person dependencies and proposes cross-training.Illustrative · not built yet
Map records to the retention scheduleGives the records owner a matrix linking record categories or stores to their approved retention periods, triggers, holds and owners, with conflicts and missing decisions.Illustrative · not built yet
Map stakeholders and decision rightsA map of everyone a project affects, the accountable owner for each key decision, missing decision makers and the communication plan.Illustrative · not built yet
Plan a business tripGives the traveller one plan for a trip: dates, travel and hotel options with prices, a day-by-day timetable, cost against policy and bookings still to make.Illustrative · not built yet
Pre-check expense claims before approvalLists claim lines with missing receipts, payment method or coding issues, and flags reimbursable against billable items for the approver.Illustrative · not built yet
Prepare a reading brief for a new regulatory noticeGives the internal reviewers a sourced brief of a new regulatory order or proposed rule: issuing authority, dates, affected topics and open questions.Illustrative · not built yet
Reconcile cash accounts to the ledgerGives the accountant a reconciliation of bank or cash records to the ledger with matched pairs, aged open items and entries to prepare.Illustrative · not built yet
Trace a clause through the agreement and its amendmentsA dated history of one provision across the base agreement and every amendment, with references, for counsel.Illustrative · not built yet
Track loaned IT equipment and its returnKeeps the register of laptops, phones and accessories on loan with who has them and when they are due, and drafts reminders for overdue items.Illustrative · not built yet
Translate an article for another marketA translation draft that keeps meaning, evidence and structure, with terminology and locale questions.Illustrative · not built yet
Triage an inboxSorts a batch of messages into what needs a reply today, what can wait and what belongs to someone else, with draft replies or routing notes.Illustrative · not built yet
Work the insurance claim denial listGives the billing team a denial work list sorted by deadline and amount, with stated reasons, missing support and follow-up tasks.Illustrative · not built yet

The workflows identified for policy organizations

Marked illustrative: an example of the work, identified, with no workflow template yet.

Prepare a press pitchA new report is pitched to policy reporters and opinion editors around its newest finding, with the authors available to explain it.Illustrative · not built yet
Prepare the restricted gift rollforwardFoundation grants restricted to one research program are tracked from receipt through the staff time and publication costs coded against them.Illustrative · not built yet

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Where to go next

All of governmentEvery area of the industry, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

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