Your handbook is a 60-page PDF nobody reads, so the same five questions land on your desk every week. Taskade Genesis converts your handbook and policy documents into a searchable employee handbook knowledge base with an AI assistant that answers staff questions from your own files. Made for the small-business owner, clinic operator, or franchise manager who needs every employee to find the rule without asking. The Team Wiki Portal is live on this page — try it, then clone and own it in one click.
Taskade Genesis reads your handbook, breaks it into topics — PTO, conduct, safety, benefits — and builds a clean knowledge base where every section has an owner and a review date. The embedded agent answers from your policies only and cites the exact section, so an employee gets the current, correct answer instead of an outdated screenshot from a group chat.
What's Included
- Organized handbook sections: Every policy parsed into its own searchable record, grouped by area with an owner attached.
- AI Agent: Answers staff questions from your handbook — "how many PTO days do I have?", "what's the dress code?", "who approves expenses?" — and points to the source section.
- Connected projects backbone: Links each policy to its owner, related procedures, and the team it applies to so updates ripple cleanly.
- Multiple project views: A List for the policy tree, a Table by review date and owner, a Board by status — current, due, overdue.
- Automation: Reminds owners when a policy is due for review and notifies the team when a major section changes — no calendar babysitting.
How To Use
- Clone this portal into your workspace — live in about 10 seconds, no IT ticket.
- Upload your handbook and policy PDFs; the agent organizes them into searchable sections.
- Set review reminders with automation triggers so policies never quietly go stale.
- Add GenesisAuth client logins on any plan, and a custom domain on Business+, for a branded portal staff sign into directly.
- Send one link to the whole company and watch the repeat questions stop landing on you.
Explore the Community Gallery for more handbook and portal builds, or see related converters: docs to onboarding wiki, docs to policy hub.