Turn your scattered policy documents into a searchable policy hub with owners, review dates, and an AI assistant that answers compliance questions from your own files — in minutes. The Onboarding Guide Portal is live on this page: use it as a starting point, then clone and own it in one click. Staff stop guessing the rules — they ask and get the current, cited answer.
Taskade Genesis reads your policies, groups them by area — HR, security, finance, operations — and builds a hub where each policy carries an owner, a last-reviewed date, and full-text search. The Relationship field links policies to their responsible team, related procedures, and linked training articles — a connected compliance system, not a folder of separate PDFs. Seven project views give you every perspective: a List for the policy tree, a Table register by owner and review date, a Board by review status (current, due for review, overdue).
The embedded AI agents with 33 built-in tools answer compliance questions grounded in your policies — they cite the governing document and section, flag gaps between policy and practice, and generate review summaries for audits. Built-in automations alert owners when review dates approach, track acknowledgment completions, and sync updates through 100+ bidirectional integrations: pull policy files from Google Drive, push review reminders via Slack or email.
On Business plans, add GenesisAuth client logins and a custom domain for a branded compliance portal accessible to contractors, auditors, or clients with scoped access. Browse the Community Gallery or generate a policy hub from a prompt.
Workspace DNA — Memory (your policies) → Intelligence (agents that answer and audit) → Execution (automations that keep review dates from slipping) — is the difference between a compliance portal and a static document dump.
Common questions
How does the AI assistant handle policy questions it can't find an answer to?
The agent cites which policy it's drawing from and flags when a question falls outside the current knowledge base — so you know where documentation gaps exist, rather than receiving a made-up answer.
Can I control who sees which policies?
Yes. GenesisAuth App-Users client logins (Business+) scope each user to their relevant policy areas. An external auditor sees the security and compliance section; an employee sees HR policies only.
How do review reminders work?
Built-in automations check each policy's last-reviewed date against your review cycle and fire reminders to the owner. You set the cadence — monthly, quarterly, annually — per policy area.
Explore policy and SOP templates, compliance automation guides, and related converters: docs to AI knowledge assistant, folder to team wiki.