Playbook: Periodic refresh
Ongoing refresh workflows for “stale field” detection and doc requests.
How we're different
- Long-running orchestration (weeks/months).
- Policy-driven cadence and escalation.
- Evidence exports per refresh cycle.
Trust rule: AI drafts; humans decide for sensitive outcomes.
Required steps
- Identify stale fields by policy
- Request updated docs and attestations
- Route exceptions and non-responses
- Approval gate for escalations
- Export a refresh binder
Make refresh predictable
Turn refresh cycles into a workflow, not an inbox scramble.