← Back to list

Connecting a Compliance Review Assistant into Your Team

Simplify compliance review steps and focus on performance.

Joel LimJoel Lim

Staying compliant with regulations like the GDPR can be a daunting task. Every piece of content, whether it's an email, a social media post, or an ad, needs to align with stringent legal standards, making the process quite cumbersome.

This blog post will guide you through building a custom AI designed to efficiently check the compliance of marketing materials, eliminating the need for manual searches through extensive legal documents.

Join us as we share insights and steps involved in integrating AI into compliance checks, making workflows much more manageable.

1. Prepare Compliance Guidelines

Prepare PDF files of compliance guidelines that are relevant to your industry and business. This might include regulations such as GDPR, CCPA(https://oag.ca.gov/privacy/ccpa), or industry-specific standards.

2. Create an Assistant using PlugBear

In PlugBear, you can set up an custom AI assistant. Navigate to the "LLM Apps" page, and click the "Add app" button. Once you're on the app creation page, fill in the name and system prompt for your assistant.

Here's an example prompt you might use:

  • As a Marketing Compliance Specialist on the Marketing team, you are responsible for determining whether a particular creative or ad copy is compliant with the EU's GDPR. Your answers should be concise and clear. You should answer within your knowledge and understanding of the regulations, and if you don't know the exact information, be honest and say you don't know. You should also be concise by pointing out exactly what is wrong. Your answers should always include an exact reference to which section of the regulations you are referring to.

After filling out the prompt, Upload the PDF files of the compliance guidelines you prepared. This will allow the AI to reference the guidelines when checking your marketing materials.

3. Connecting the Assistant with Your Tools

Now, you can connect your Compliance Review Assistant to the channel you want, such as Slack, Microsoft Teams, or HubSpot. Activate workspace and connect the assistant. With PlugBear, you can easily integrate the Assistant and start using it right away.

Try It Now

Join PlugBear now and empower your team to achieve more with less! If you need help, don't hesitate to book a demo.