Policy Update Notification
An example workflow to send a policy update notification
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Notify recipients of updates to company policies or documentation changes.
- Terms update
- Privacy policy update
- Internal policy change
Fields your team can fill in
To
Add recipients
Cc
Add recipients
Bcc
Add recipients
Subject
Policy Update - Action Required
Hello,
This is a notice that our policy_linkpolicy_name has been updated, effective effective_date.
Please review the updated policy and reach out with any questions or concerns.
Best regards,
me::full_name
me::job_title
Workflow context
When to use this workflow
Use this workflow when employees or stakeholders need to be notified that a company policy has been updated and should be reviewed.
What this replaces
This replaces one-off policy update emails, manually pasting policy links, and inconsistent effective date language.
Why teams standardize this email
Policy updates should be clear and easy to act on. A workflow helps HR teams send consistent notices with the right link, date, and contact information.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the policy update notification email in Outlook
- Prompts for policy name, policy link, effective date, sender name, and sender job title
- Adds the approved action-required subject line
- Keeps review instructions consistent
- Leaves the draft editable before sending
FAQ
Does Toggles manage policy acknowledgments?
No. Toggles prepares the notification email. Acknowledgment tracking stays in your HR or compliance system.
Can the policy link be customized?
Yes. The workflow includes a policy link variable.
Is this automatically sent to all employees?
No. Toggles is not a mass email system. It prepares user-initiated Outlook drafts.
Part of a starter pack
Explore the Executive Starter Pack
Give leaders and executive assistants a faster way to prepare structured updates, meeting recaps, approvals, announcements, and document requests in Outlook.
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.