Guides

Guides are the bulk of these docs. Each page answers a specific “how do I…” question and is written to be read on its own, in any order. They’re grouped below roughly in the order you meet them — set up your workspace, get your evidence in, run the analysis, automate the repetitive parts, and bring your team along.

If you’re brand new, start with the Quick start and then come back here once you have a project set up.

Setup

• Setting up a project — Scope your compliance work into a project; internal vs. external; pick the frameworks in play.
• Project profile & context — Give agents the context they need, including “Fill with AI”.
• Working with frameworks — How ISO and other standards are structured, how to enable them, and the catalogue.

Documents & evidence

• Managing documents and evidence — Upload, import, organise, and version your evidence.
• Discovering your documentation — Use Discover to inventory what you have and find the gaps. (Beta)
• Drafting & revising documents with AI — Draft and improve documents with every change staged for review.
• Document & checklist templates — Reuse pre-built documents and checklists across projects.

Gap analysis

• Running a gap analysis — The four stages: Plan, Analyze, Review, Act.

Automation

• Building custom agents — The conversational agent builder, capabilities, and deliveries.
• Automating agents with triggers & schedules — Run an agent on a schedule, a document event, or an inbound email.
• Agent outputs — canvases & the agent database — What an agent produces and what it remembers.
• Skills, rules & memories — The reusable building blocks that shape agent behaviour.
• Calendar feeds — Subscribe to a Regnora calendar from your own calendar app.

Collaboration & administration

• Collaborating with your team — Discussion, comments, and review flows.
• Members, roles & permissions — Organisation members, project teams, guests, and roles.
• Organisation settings & security — Org profile, MFA, single sign-on, and API keys.