Support

Use AI to draft a policy

admin Last updated 26 April 2026

The platform’s AI assistant can take a master policy template and adapt it to fit your organisation, your industry, and the way you talk about things, in about the time it takes to grab a coffee.

How it works

You pick a master template (or paste in your own policy text), give the AI some context about your organisation, and it produces a customised version ready for your review and edit. The AI uses Claude (the same family of models that powers the in-platform Ask YHRTK assistant) and stays grounded in your input.

Customise a master template

  1. From the policy library, pick the master template you want to start from (e.g. “Code of Conduct”).
  2. Click AI assist (or the equivalent on the policy editor).
  3. Provide context the AI needs:
    • Your business type and industry
    • Tone preferences (e.g. warm and direct, formal and legal)
    • Any specific things to mention or avoid
  4. Run the assistant. The AI writes a draft into the editor.
  5. Read it carefully. The AI is a starting point, not a final document. Adjust anything it has misunderstood, and add things it doesn’t know about (your specific systems, procedures, contacts).

What the AI is good at

  • Adapting language and tone to suit your organisation
  • Filling in template placeholders consistently
  • Producing a clean structure (headings, sections, lists)
  • Suggesting what a policy of this type should typically cover

What the AI is NOT a substitute for

  • Legal review. AI drafted policies are not legal advice. Have your usual legal advisor review anything that creates obligations or risks for the business or your employees.
  • Knowledge of your specific operations. The AI doesn’t know your sites, your tools, or your procedures. You need to add those.
  • Industry-specific compliance. If your industry has specific regulatory requirements (mining, aged care, healthcare, finance), the AI can write a generic policy but won’t catch every local obligation.

Editing afterwards

Everything the AI writes is yours to edit. You’re not locked into its draft. The editor is a normal rich text editor: change anything, add sections, remove sections, rewrite paragraphs.

Generating an infographic version

If you’d like a visual summary of the policy (sections, cards, timeline, or Q&A style layout), the AI can produce one alongside the text version. Useful for posters, intranet tiles, or shared with staff alongside the full policy.