Policy updates
Publishes the revised version from the approved source, retires the copy before it, and records who has read the version that is actually current.
No ready-made setup for this job yet.
Describe the job in a sentence, the way you would brief a colleague: when it should happen, what to check, and what to hand you. That sentence is the automation.
The job, and what good looks like.
What breaks: the current policy version lives in one shared drive, and the version people actually read is whichever copy a manager forwarded six months ago. The compliance lead emails every department chasing acknowledgments because the acknowledgment record was never kept, and headcount changes mean the covered list is stale before the campaign even starts. What the workflow does: it publishes the revised policy from the approved source, retires the previous version instead of leaving it in place, and lists everyone the policy covers from the system of record rather than from a list someone last edited. Each person receives the change with the sections that changed to them, and their acknowledgment is recorded against that version with a date. Staff who have not acknowledged are listed weekly to their manager instead of to a shared inbox nobody owns. A policy with no acknowledgment from the whole covered group escalates to the compliance lead rather than being treated as done. What a person still approves: the compliance lead approves the revised wording before publication, and the business owner decides whether a late acknowledgment is a real gap.
When it is handled
- Retired versions withdrawn, not just ignored
- Covered staff list read from the system
- Each acknowledgment tied to a version
- Outstanding acknowledgments listed weekly
Works with tools like
- Hyperion
- LawToolBox
- OneTrust
- Vanta
You stay in charge.
At every step.
It compares and flags. Every legal call stays yours.
- It never signs or advises
It quotes deviations against your playbook. Accepting, signing and advising stay with a lawyer.
- Every flag shows its source
Each deviation quotes the clause it is about, every step is recorded, and a file change can be put back.
- Confidential stays contained
Each automation reaches only the folders you connect for it, and a local model keeps processing on your machine.
Before you download.
- Where does it run?
- On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
- How does it connect to our CRM and other tools?
- Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
- Does it run when my computer is asleep?
- It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
- How does my team use it?
- Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
- Do I need anyone technical to set it up?
- No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.
Already have tools for this? Here is the difference.
Contract management systems
Storing signed contracts and running approval routes.
Their rules can't read new paper against your playbook or explain a deviation in plain words.
Flowchart automation tools
Moving records between apps.
Clause-level judgment does not fit into branches, and every exception becomes another one to maintain.
AI chat assistants
Summarizing a contract when you paste it in.
Nothing happens until someone asks, and the playbook lives in a chat instead of a document you control.
AUTOMATE.md
Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.
Start with one job.
Make it your own.
macOS — coming soon- 1
Get the app
It runs on your computer, next to your files.
- 2
Add the automation
Paste the instructions into the app, or save them as a file next to your work.
- 3
Try it, then turn it on
Run it once and check the result. It only runs on its own once you switch it on.