Overview

Policy and compliance changes never stop — but manually tracking every update and relaying it to your team is a full-time job on its own. With Younet's TasksCloud Orchestrator (Marona), that entire workflow becomes hands-off. Marona continuously watches your policy sources, detects changes the moment they happen, and instantly broadcasts a clear summary to your entire organization through Email, WhatsApp, Telegram, Slack, your CRM, or any of the 8,000+ platforms Younet integrates with.

This guide walks you through building that automation from scratch — in under 10 minutes.

Prerequisites

Make sure the following are ready before you start:

• ✅ An active Younet profile at portal.younet.ai
• ✅ At least one AI Agent that has been created and trained on your business context
• ✅ Access to the TasksCloud / Orchestration dashboard (available on any Marona subscription plan)
• ✅ A list of the policy sources you want tracked (public URLs, internal documents, cloud folders, or database APIs)

Step 1: Open the TasksCloud Orchestrator

1. Sign in to your workspace at portal.younet.ai
2. From the left-side navigation menu, click "TasksCloud"
3. You'll land on the TasksCloud board — the mission control for every automated AI task in your workspace
4. At the bottom of the board you'll see the Orchestration input bar. This is where you describe your automation to Marona in plain, everyday language — no code required

Step 2: Tell Marona Which Policies to Track (and Where to Find Them)

In the Orchestration input bar, describe exactly which policies to monitor and where they live online. The more precise you are, the more accurately Marona and your AI Agent will pull the right information.

📌 Example prompts you can copy:

"Track our HR handbook at [your-company-website.com/policies/hr], our GDPR data privacy notice at [your-company-website.com/policies/gdpr], and the OSHA workplace safety regulations at [osha.gov/regulations]. Watch these pages for any wording or structural changes."

"Keep an eye on the compliance documents in this Google Drive folder [link] as well as the ISO 27001 guidelines published at [iso.org/iso-27001]."

💡 Common sources Marona can monitor:

Behind the scenes, Marona uses the Link Content Scraper and Web Search tools to visit each source on schedule and detect any modifications to the content.

Step 3: Choose How Often Marona Should Check

Next, tell Marona how frequently you want each source checked. Pick a cadence that matches the sensitivity of the policy — regulatory sources usually need more frequent monitoring than internal documents.

🕐 Recommended monitoring cadences:

✍️ A complete cadence instruction looks like this:

"Every Monday at 8:00 AM, review each of the policy URLs I've listed. If anything has changed, summarize what's new in plain English and notify the team."

Step 4: Decide Who Gets Notified — and Where

Once Marona detects a change, it needs to know who to alert and on which channels. You can mix and match as many delivery methods as you'd like.

📣 Notification channel examples:

✍️ Full multi-channel example:

"When a policy update is detected, email a summary to all@company.com, post an alert in the #compliance Slack channel, ping the HR WhatsApp group, and create a Legal review task in our CRM."

Step 5: Assign the Right AI Agent

Marona doesn't run the notifications itself — it delegates the work to one of your AI Agents. That agent must have every connector required to reach the channels you specified in Step 4.

🔍 How to assign an agent:

1. In the same Orchestration prompt, name the agent that should handle the task. For example:
   "Use my 'Compliance Notifier Agent' to run these checks and send the updates."
2. Marona will automatically confirm whether that agent has the required connectors installed. If any are missing, you'll need to activate them first — instructions are in the next step.

Step 6: Activate the Connectors Your Agent Needs

If your chosen agent doesn't yet have Slack, WhatsApp, Telegram, CRM, or any other required integration, here's how to add them:

➕ Adding connectors:

1. Open a chat window with the AI Agent you plan to use
2. Click the arrow icon inside the chat input bar
3. Choose "Connected Apps" (also referred to as Connectors)
4. Browse the library of 8,000+ ready-made integrations, or add one of your own
5. Select the platform you need — Slack, WhatsApp Business, Telegram, HubSpot, Salesforce, and so on
6. Complete the authentication / sign-in flow to grant your agent permission
7. Once authorized, the connector is instantly available to that agent inside any TasksCloud workflow

🔌 Need something custom? Add your own connector:

• Inside Connected Apps, click "Create Custom Tool"
• Provide your own API endpoint and credentials (REST, webhook, etc.)
• Or attach a custom MCP (Model Context Protocol) server for deeper integrations
• Perfect for proprietary CRMs, internal notification systems, or niche compliance tools

💡 Pro Tip: Every channel you listed in Step 4 must have a working connector on the same agent. If you want Marona to notify both Slack and WhatsApp, make sure both are authenticated on the agent you assigned.

Step 7: Submit the Complete Automation

Now that your agent is fully connected, head back to the TasksCloud Orchestration input bar and submit your full instruction to Marona. Here's a real-world example combining everything from the previous steps:

📝 Ready-to-use prompt:

"Every Monday at 8:00 AM, have my 'Compliance Notifier Agent' scan the following URLs for any policy updates:

• https://yourcompany.com/policies/hr
• https://yourcompany.com/policies/data-privacy
• https://osha.gov/regulations

If any changes are detected, summarize what changed in clear, plain language, then:

• Email a digest to all@company.com and legal@company.com
• Post the summary to the #compliance-updates Slack channel
• Notify the HR WhatsApp group
• Create a review task in HubSpot CRM assigned to the Legal team

If no changes are detected, take no action."

Step 8: Track Everything on the TasksCloud Board

Once submitted, your automation appears as a card on the TasksCloud board and progresses through these stages:

You can edit, pause, or cancel any task at any time directly from the board.

Workflow at a Glance

💡 Best Practices

• Be specific. Provide exact URLs and describe the type of changes that matter — wording tweaks, new sections, added regulations, etc.
• Do a dry run. Trigger the automation manually the first time to confirm every notification lands in the right inbox and channel
• Distribute the load. If your notifications span many platforms, split them across multiple agents — each with its own set of connectors
• Review quarterly. Audit your source URLs and recipient lists every few months to keep everything current
• Feed the Brain. Upload your internal policy documents to your agent's Brain so it can produce richer, more context-aware change summaries

Need Help?

Stuck on connector setup or want help crafting the perfect automation prompt? Our team is one message away.

📧 Email: support@younet.ai
📞 Phone: +1 (866) 327-7774
🌐 Support Center: support.younet.ai