AI Policy Builder — Loopvisory

01 / THE COMPANY

Tell us about the company.

Company name

Company size

Under 25 25 to 100 100 to 500 More than 500

02 / WHERE AI IS USED

Where is AI being used today?

Choose everything that applies. This shapes the acceptable use section.

Uses

Writing and communication Coding and engineering Customer-facing: chat, support, sales Data analysis and reporting Agents and automations Not yet, we're planning

03 / TOOLS

Which tools are in use or approved?

Each one gets its own guidance in the policy. Skip this if there are none yet; the policy will say how tools get approved.

Tools

ChatGPT Claude Microsoft Copilot Google Gemini GitHub Copilot or other coding assistants Internal or custom tools Other

04 / DATA

What sensitive data could AI touch?

This sets the data handling rules and the classification matrix.

Data

Customer personal data Financial or payment data Health or other regulated data Source code and intellectual property Employee and HR data None of these

05 / GUARDRAILS

Three guardrail choices.

Human review of AI output that leaves the company

Always For customer-facing content only At the author's discretion

Autonomous actions: AI acting without a person in the loop

Not allowed Allowed with approval Allowed within defined limits

Who owns the policy

Owner or CEO IT lead Operations lead Legal or compliance lead

06 / REVIEW

Ready to generate.

Check your answers. Edit anything, then generate.

Your logo optional

PNG or JPEG up to 2 MB. It goes on the cover of the PDF and the Word file, which are white, so use a version that reads on a light background. It stays in your browser and is only sent when you download or email the policy.