OCT(OneClick Template) AI-Generated Task Templates (NDAs, Logs, Agendas) via OCS Context

Context & Problem Statement Currently, when users are assigned a task like "Prepare Management Review Agenda" or "Maintain Deletion Logs," they are left to create these documents from scratch. This causes friction and delays.

We need to provide starting templates for common compliance tasks. Instead of static, one-size-fits-all files, we will leverage our OCS engine. By adding a "Generate Template" button to tasks, OCS can combine the specific requirements of the task with the organization's unique ISMS profile to instantly generate a highly tailored, draft-ready template.

Acceptance Criteria (AC)

  • Task UI Integration: Add a "Generate Template with AI" button (or similar Call To Action) on the Task Detail pane.

  • Contextual Prompting (Backend): When clicked, trigger an OCS prompt that injects two key pieces of context:

    1. The specific Task metadata (Name, Description, Control framework).

    2. The Organization's ISMS data (to ensure the tone, scope, and specific technologies match the company profile).

  • Generation Output: Display the OCS-generated template in an in-app rich text or markdown editor.

  • Editing & Saving: Allow the user to edit the generated template directly in the platform and save it as "Draft Evidence" or immediately attach it to the task to mark it as complete.

  • Supported Task Types: Ensure the prompt handles a wide variety of template requests gracefully, including but not limited to:

    • Employee Onboarding/Offboarding Checklists

    • NDAs

    • Data Deletion Logs

    • Security Testing/Pen-Test Records

    • Management Review Agendas

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Upvoters
Status

In Review

Board
💡

Feature Request

Date

3 months ago

Author

Shreya Yadav

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