Policy Templates

Start with a template and customize for your needs

Popular Templates

Hiring Approval

Require founder approval for all new hires

"All new hires require founder approval"

New Hire Onboarding

Auto-trigger onboarding workflow for new hires

"When employee starts, send welcome email, then assign security training after 1 day"

Expense Approval

Require approval for expenses above a threshold

"Expenses over $500 require manager approval"

Invoice Gate

Require approval for large invoices before sending

"Invoices over $10,000 need CFO approval"

Production Access

Gate production system access with approval

"Production access requires engineering lead approval"

New Vendor Approval

Require finance sign-off for new vendors

"New vendors require finance approval and W-9 before first payment"

Discount Approval

Require approval for large discounts

"Discounts over 20% require sales lead approval"

Deploy Approval

Require approval for production deploys

"Production deploys require tech lead approval"

All Templates

People

3

Hiring Approval

Require founder approval for all new hires

Offer Letter Gate

Require approval for offers above market rate

New Hire Onboarding

Auto-trigger onboarding workflow for new hires

Finance

3

Expense Approval

Require approval for expenses above a threshold

Invoice Gate

Require approval for large invoices before sending

Payment Reminder

Automatically send reminders before due date

Security

3

Production Access

Gate production system access with approval

Contractor Security

Extra security review for contractor access

API Key Alert

Notify security when new API keys are created

Procurement

3

New Vendor Approval

Require finance sign-off for new vendors

Contract Review

Legal review for contracts above threshold

Subscription Limit

Block subscriptions above monthly limit

Sales

3

Discount Approval

Require approval for large discounts

Enterprise Terms

Default terms for enterprise customers

Churn Alert

Notify when customer shows churn signals

Engineering

2

Deploy Approval

Require approval for production deploys

Incident Escalation

Auto-escalate unresolved incidents

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