Check a draft against outreach policy and consent requirements

A policy checklist giving pass, fail or unclear per item, with the draft location and clause.

Choose one of two approaches. The steps for that option appear below.

Choose an option above. On a phone, swipe the tabs left or right to see all options →

Gemini Notebook: cites the policy clauses; the draft stays out

Only the policy goes into the notebook. Gemini Notebook lists requirements with clauses; you check the draft by hand.

  1. You

    Collect policy and draft

  2. Gemini Notebook

    List requirements

  3. You

    Check and sign off

  1. Collect the policy and the draft

    Use: You

    Have ready: the company outreach policy and the outreach draft. Name the designated policy reviewer and keep the draft out of any tool.

    Check

    Check your organisation allows uploading the policy before you do; do not send, publish or upload the draft.

  2. List the policy requirements with clauses

    Use: Gemini Notebook

    Add the policy as a source and ask for each requirement as a checkable question with the clause cited.

    Details

    What to paste into the tool

    List each requirement in the policy as a checkable question and cite the clause. Do not add requirements the policy does not state.

  3. Check the draft and sign off

    Use: You

    Check the draft against each item, write pass, fail or unclear with location and clause, then sign off passes and decide unclear items.

    Check

    Write unclear where the policy or draft does not settle it; you own the final call.

Before you paste into any AI tool, remove any confidential information. Put it back at the end.

Tools in this workflow

Final check

Every policy item gets a verdict with a draft location.

Unclear items are escalated.

Every verdict cites the policy clause.

Check the result against your original inputs. Approve it before sharing or acting.

What still needs checking
  • Who the designated policy reviewer is must be confirmed by the user.

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