How to use the Policy drafting canvas template

Start a board from it
Use this template opens a new Freero board with the Policy drafting canvas template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Policy drafting canvas”.
Follow the instruction on the board
“Write rules as short, plain sentences someone could check. Test the draft on three real situations before anyone signs it off.”
Fill in each part
- Why this policy The problem it solves, in one or two sentences.
- Who it covers Which people, roles or places?
- The rules What people must and must not do.
- Exceptions When the rules bend, and who decides.
- Owner and review Who owns it, who signs it off, and when is it checked again?
- How people will know Where it is published and how it is announced.
- Test cases Real situations the draft must answer.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Policy drafting canvas board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

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