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Create Business Agreements and Policies with AI.
Creating business agreements and policies can be a grueling and expensive undertaking that most small businesses never get ahead of.
You keep hearing that AI can help you with this, but you have no idea where to start, or how to get an AI tool to understand the specific needs of your business.
This collection of AI workflows is exactly what you’ve been looking for.
What is an AI workflow?
Simply put, a prompt is great for quick Q&A. A workflow takes advantage of the huge token window (how much info you can give an AI tool) to generate step by step guidance that creates custom outcomes and solutions. Instead of generic answers, you get solutions specific to your need.
These business workflows are built on expert guidance and experience
We’ve combined small business and legal guidance from multiple expert sources on top of years of experience to engineer copy-and-paste workflows that walk you through creating agreements and policies that are specific to your business.
- Each workflow is designed to walk you through creating agreements and policies that are specific to your business.
- Workflows can be copied and pasted into any popular AI prompt window including ChatGPT, ClaudeAI, Perplexity, Gemini and more.
Whereas our “25 AI Business Workflows for Entrepreneurs” is a collection of essential business processes, this 14-Business Agreement and Policies workflows focuses on the most commonly needed legal agreements needed by small businesses, freelancers, and startup founders.
- Built for busy entrepreneurs — proven plug and play workflows so you don’t have to start from scratch
- Covers the most commonly needed business legal needs — from HR to IP to compliance
- Ready to use, right out of the box — no advanced technical skills required.
The workflows:
You get a library of AI workflows to create the most commonly needed legal docs and agreements:
- LLC Operating Agreement
- Employee Handbook
- Employment Offer Letter
- Non-Compete Agreement Workflow
- Data Processing Agreement (DPA – GDPR Compliance)
- Website Accessibility Statement (ADA Compliance)
- Disclaimers for Content Creators, Coaches & Consultants
- Supplier Agreement (for Vendors & Wholesalers)
- Licensing Agreement (for Your Intellectual Property)
- Influencer Collaboration Agreement
- Affiliate Program Terms & Conditions
- Product Liability Waiver (Health, Beauty, Fitness Products)
- Client Intake Form (for Service-Based Businesses)
- Partnership Dissolution Agreement
Disclaimer: AI tools are not lawyers or accountants. Always review content with a qualified professional before using it for legal or financial decisions.
What's in the kit:
14 Business Agreement and Policies AI Workflows
🎊 Free Bonus!
- ChatGPT Power User Shortcuts Guide (PDF)
- Using AI Workflows (Usage tricks and tips) (PDF)
- How to create usable forms for free (PDF)
Grab this ready-to-use workflow kit and take the stress out of creating business agreements and policies—just copy-and-paste into your favorite AI tool and follow along.
This kit gives you 14 ready-to-use AI workflows that take advantage of today’s large token windows to create complete workflows that result in a full solution— no tech experience required.
Here’s how to get the most out of it:
Step 1: Choose Your AI Tool
You’ll need a free or paid account with a tool like:
- ChatGPT – great for writing, brainstorming, and business docs
- Claude AI – ideal for thoughtful, in-depth responses
- Perplexity AI – amazing for research and sourcing real-time data
- Gemini (by Google) – smart, conversational, and integrated with Google tools
Pro tip: To avoid usage limits on free tiers, you may want to consider a paid account.
Step 2: Copy
Each prompt is an entire workflow designed to guide the AI to construct a custom solution that is specific to your business and it’s needs.
Just copy it.
Step 3: Paste
Paste your workflow into the prompt window and hit enter. Many of the workflows ask specific questions about your business so that the AI can craft it’s outcome just for your situation and need.
Not perfect the first time? No worries!
- Simply identify what’s missing or incorrect and ask the AI to rework it with the new information.
Step 4: Build Your Business Kit
Each prompt creates something valuable — a document, a strategy, a plan. Organize your work in a central folder so you’re not starting from scratch next time.
Pro Tips for Best Results:
- Save your favorites – keep your best prompts and AI results in Google Docs, Notion or whatever you prefer.
- Use your own data – The first few prompts in this guide help you develop customer profiles, target audience, and other prompts teach you to personalize outputs. These will come in handy to fine tune future tasks.
- Don’t overthink it – the prompts do the heavy lifting!
Important Reminder: AI is a smart assistant — not a legal or financial advisor. Always review contracts or policies with a professional. Never upload sensitive personal or business data to public AI tools.
That’s it! You’re ready to rock and roll, and save yourself hours of time.
Here’s a sample workflow to try on your own for free.
Simply copy and paste it into your AI tool’s prompt window and follow along.
15. Create a client intake form
This workflow helps you create a Client Intake Form that collects essential information from new clients before beginning a service engagement. It captures client goals, preferences,
relevant background, and any legal or operational disclaimers you need them to acknowledge, creating a professional first impression and protecting your business.
The prompt
You are a client experience and operations consultant with expertise in onboarding forms for service-based businesses.
Your task is to help me create a complete Client Intake Form that I can send to new clients or embed on my website. Please guide me through the following questions one at a time. After gathering my answers, generate a form with clearly labeled fields, grouped into logical sections.
- What is your business name and what kind of services do you provide?
- What is the purpose of this form? (e.g., general intake, onboarding, service prep)
- What basic contact info do you want to collect? (e.g., name, email, phone, address)
- What project or service-specific questions should be included? (e.g., goals, timeline, budget,
pain points) - Do you need to collect information about previous service providers, platforms, or tools the
client has used? - Should the form include scheduling preferences, availability, or preferred communication
method? - Are there any required disclaimers, policies, or terms you want the client to acknowledge
before proceeding? - Do you want the form to include file upload fields? (e.g., inspiration documents, contracts,
brand assets) - Should the form include a digital signature or checkbox to confirm understanding/consent?
- Will this be used as a Google Form, Typeform, web embed, PDF, or printed document?
Once complete, generate a clearly structured Client Intake Form that includes:
- Intro or welcome message
- Contact and business info
- Service-specific questions
- Expectations, goals, or customization preferences
- Scheduling or availability preferences
- Consent, terms acknowledgment, and liability disclaimer (if needed)
- Signature or agreement checkbox section
The tone should be professional but welcoming, with logical flow and accessible language.
Usage tips:
- Ideal for coaches, consultants, designers, agencies, therapists, wellness providers, and any service-based business.
- Customize this form by service type, or create multiple versions for different client
segments. - Use an online form builder (Google Forms, Jotform, Typeform) to make it easy to submit and manage.
- Include links to your Privacy Policy, Terms of Service, and cancellation policy.
- Keep responses organized in a CRM or folder system to simplify onboarding and
documentation.
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