DigiTeam Labs
MODULE · CREATIO · COMPLIANCE

Compliant content drafting in Creatio

Drafts client communications in wording compliance has already approved; high-risk pieces stop at compliance.

Used in these recipes

Solution

The agent drafts each piece from your approved wording library and checks it against your rules. Low-risk pieces go out with an approval trail; high-risk pieces go to a compliance review queue with a deadline. When a rule changes, the library is updated. Works with Creatio approvals and your email and campaign tools, such as Outlook, Gmail, Mailchimp, Marketo or dotdigital.

The model

Drafts the piece from the approved wording library.

Code

Checks the draft against your rules, decides low or high risk, and keeps the approval trail.

A practitioner

Compliance reviews high-risk pieces in their queue and approves new wording.

On Creatio, we build it with: AI Studio agent · approvals · email and campaign tools — see Creatio's built-in AI agents

Reference architecture

High-risk content stops at compliance; the rest goes out in approved words

Compliant content drafting · Creatio · reference architecture

SystemsCreatio + yours
Modeljudges
Codedecides
Practitionerapproves
approved wordinglow riskhigh riskapprovednew wordingre-review
Content request campaign · letter · reply Creatio
Wording library kept by compliance DigiTeam
Draft from approved wording Creatio agent
Compliance check terms · disclaimers · risk DigiTeam
Sent from Creatio with its approval trail Creatio
Compliance review queue with its own SLA CreatioDigiTeam
Rule change watch flags content it touches DigiTeam
  1. Systems · Creatio + yours Content request campaign · letter · reply Creatio
    • → Draft
  2. Practitioner · approves Wording library kept by compliance DigiTeam
    • → Draft approved wording
  3. Model · judges Draft from approved wording Creatio agent
    • → Compliance check
  4. Code · decides Compliance check terms · disclaimers · risk DigiTeam
    • → Sent from Creatio low risk
    • → Compliance review high risk
  5. Systems · Creatio + yours Sent from Creatio with its approval trail Creatio
  6. Practitioner · approves Compliance review queue with its own SLA CreatioDigiTeam
    • → Sent from Creatio approved
    • → Wording library new wording
  7. Code · decides Rule change watch flags content it touches DigiTeam
    • → Compliance review re-review
  • Creatio
  • Creatio agent
  • Marketplace
  • DigiTeam

Key deliverables

  • Wording library: the phrases, disclaimers and templates compliance has approved.
  • Drafting agent in Creatio AI Studio, writing only from the library.
  • Compliance check as a Creatio business process, with a risk level per piece.
  • Review queue for high-risk pieces, with a deadline.
  • Approval trail for every piece that goes out.
  • Rule change watch: when a rule changes, the affected wording is flagged.

Results

4 days to approve, down from 3 weeks.

Asked for by 3 teams, delivered for 2.

Results come from this module as we've delivered it, across platforms. Your Creatio version is adapted to your setup.

PILOT

Start with one type of message.

One type of client message, live in your Creatio, with a fixed scope. The wording library, the rules and who approves are settled before we build.

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