Document how your business runs — and prove people follow it
15
features
3
automations out of the box
1 panel
replaces sop tools
Every plan
free forever included
Overview
SOPs & Policies in one page.
Write the procedure once, version it, assign it, and keep proof that people have read it.
“The result
Consistent execution, faster onboarding and audit-ready compliance records.
Key capabilities
- SOP library with categories, owners and versions
- Block editor with templates
- Assignments to people, teams, departments or roles
- Acknowledgement tracking and compliance reports
- Review and expiry schedule
- Full audit trail
What it covers
Replaces
SOP & policy management tools
Best for
Process owners · Managers · Employees · Compliance & audit
From start to finish
- 1Write
- 2Assign
- 3Acknowledge
- 4Review
Why teams use it
What SOPs & Policies gives you that separate tools don't.
It replaces sop & policy management tools — as one panel inside the same platform, on the same login and the same data.
One current way of working — versioned and owned
Prove who has read and acknowledged each procedure
Faster onboarding with assigned procedures
Reviews never lapse — reminders go out automatically
Who uses it
One panel, the right view for everyone.
People see and do only what their role allows, so each person gets a screen that fits their job.
Process owners
Create and maintain procedures with versions and review dates.
Managers
Assign procedures to people, teams or departments.
Employees
Read what is assigned and acknowledge it.
Compliance & audit
Check acknowledgement and review reports.
How it works
From start to finish, step by step.
Write the procedure once, version it, assign it, and keep proof that people have read it.
- 1
Step 01
Write
Use the block editor or a template; every change creates a new version.
- 2
Step 02
Assign
Assign to people, teams, departments or roles.
- 3
Step 03
Acknowledge
People read and acknowledge; overdue acknowledgements escalate.
- 4
Step 04
Review
Review and expiry schedules remind owners before a procedure goes stale.
15 features
Every SOPs & Policies feature, explained.
Grouped the way the panel's own menu groups them. All of it is included in every plan.
Library
5 featuresSOP library
Procedures with categories, owners and versions
New SOP
Block editor with templates
My SOPs
Procedures you own
Assigned SOPs
What you must read and acknowledge
Version history
Every revision kept
Structure
3 featuresDepartments
Procedures per department
Categories
Organise the library
Templates
Start from a block template
Compliance
7 featuresAssignments
To people, teams, departments or roles
Acknowledgement tracking
Know who has read what
Compliance reports
Overdue and complete, at a glance
Review & expiry schedule
Reminders before a review is due
Feedback
Staff comment on procedures
Reports & analytics
Usage and compliance trends
Settings & audit trail
Rules, permissions and full history
Runs automatically
SOPs & Policies works while you don't.
These happen on their own — notifications, reminders and hand-offs to other panels. Every run is logged, and you can pause any workflow.
Notify assignees of new or updated procedures
Escalate overdue acknowledgements
Remind owners before a review is due
Build your own in Workspace → Automations.
Connected panels
Nothing is re-typed. Everything is connected.
SOPs & Policies shares one database with every other panel, so work moves between teams on its own.
Screens
SOPs & Policies, exactly as your team sees it.
Real, full-resolution screens of the live product, captured in a demo workspace with sample data.
Run SOPs & Policies — and every other panel — free.
Every panel and every feature is included in every plan, starting free forever for one person.
FAQs
Questions, answered.
Still deciding? These are the things people ask before they start.
What can I ask the AI?
Anything about your business data in plain language — for example overdue invoices, leads by source, who is on leave or which projects are late. It answers with text, a table or a chart and shows how it calculated the answer.
Can the AI change my data?
No. Questions are answered with read-only queries, and the AI only uses data the person asking is allowed to see.
Do I need to write code to automate things?
No. Workflows are built from a trigger, optional conditions and actions on a settings screen, starting from ready-made templates.
Can I build an AI assistant on my own documents?
Yes. Create a bot with your instructions and knowledge files, choose who can use it, and track its usage and cost.
Can AI answer my website visitors?
Yes. The website chatbot answers from a knowledge base you control, and Conversation AI adds voice. Every conversation is logged for review.