If you’re responsible for inspections, corrective actions, incident logging, and keeping policies updated, you already know how time-consuming policy reviews can be. Reading through long documents, checking them against regulations, and documenting every gap takes valuable hours away from the floor.

That’s why we built the Policy Review Workflow inside SoterAI—to automate document reviews and give you clear, defensible outputs you can use right away.

Policy reviews are a recurring task with high stakes:

• Audits and reviews demand evidence that documents are compliant and current.
• Corrective actions need to be tracked and closed out with clear ownership.
• Monthly reporting requires accurate summaries and citations for leadership.

Doing this manually is repetitive and error-prone. With SoterAI, some users are saving up to 93% of their time on policy reviews—freeing them up to focus on higher-value tasks like inspections, coaching, and preparing for audits.

The workflow lives under the “Documentation” group in SoterAI. Just select the regulation you’re working with (for example, OSHA), upload your policy, and click Use now.

From there, SoterAI guides you step by step:

1. Upload your document – Drop in the policy or procedure you want reviewed.
2. Automated analysis – SoterAI checks against regulatory standards, flags compliance gaps, and links directly to citations.
3. Canvas mode output – Results are presented in a smart editor (like Word + AI) where you can review findings, verify sources, and add context.
4. Export or publish – Download as PDF or DOCX for managers and auditors, or publish directly into your SoterAI knowledge base.

SoterAI categorizes results in three simple ways:

• ✅ Compliant sections – already aligned with regulations.
• ⚠️ Clear gaps – missing elements that must be addressed.
• 🟡 Partial gaps – areas needing clarification or updates.

Each flagged item links you directly to the source: OSHA’s eCFR language or the exact sentence in your document. That means less time searching, more time fixing.

The Policy Review workflow is more than a time-saver. It enables you to:

• Close actions faster – Generate corrective actions and checklists instantly.
• Stay audit-ready – Keep an organized record of reviews in SoterAI.
• Show measurable impact – Export branded evidence packs to highlight improvements.

Next time you’re asked to update a policy or prepare a compliance pack, run it through SoterAI first. You’ll save time, reduce stress, and have the confidence that your documents are backed by clear, traceable citations.