Y2 Elite workspaces are rolling out for teams
Y2Y2Docs
Information Operations

Create a Profile

Create an Information Operations profile with the current three-step Y2 editor.

Use the profile editor to define a recurring intelligence question, structure its reports, and configure how Y2 researches and schedules it.

Before you begin

Sign in, complete onboarding, and select the workspace that should own the profile. Profile capacity belongs to the active workspace; see Plans and limits.

Editor workflow

The editor validates each step before moving forward. On desktop, the report preview updates as you change the profile.

Create the profile

Open the editor

Open My Profiles, then select Create Profile. You can also open the new profile editor directly.

Complete Basic Information

Enter the fields shown in the first editor step:

Prop

Type

Write the topic as a monitoring objective rather than a category name:

Monitor newly disclosed ransomware campaigns affecting US healthcare providers,
including exploited vulnerabilities, named threat actors, and operational impact.

Current recursion limit

The editor may display a three-layer option, but report execution currently caps recursion at the root topic plus one child layer. Select the two-layer option for the deepest effective workflow.

Design the report structure

Choose a General, Finance, Technology, Security, or Custom template. Reorder, rename, add, or remove sections until the preview matches the decision the report should support.

Add Custom Instructions when the topic alone does not express the required emphasis, tone, comparison, or exclusions.

Separate confirmed exploitation from unverified reporting. Prioritize patient-care impact,
affected vendors, and mitigations with named owners or deadlines.

Changing a custom template

Switching from a custom section list to a preset replaces the custom sections after confirmation.

Configure schedule and research

In Advanced Configuration, review these settings:

Create and verify the profile

Select Create Feed. Y2 creates the profile as active, schedules its next run, creates the workspace's subscription record, and returns you to My Profiles.

Confirm that:

  • The profile appears in My Profiles.
  • Its name, topic, and cadence match the editor.
  • Its status is active.
  • The profile opens without an access or plan-limit error.

Review delivery after creation

Open the saved profile's delivery settings. New profile subscriptions use email when no other method is selected. Webhooks require Lite or higher; SMS requires Pro or Elite and a verified phone number.

Delivery preferences are tied to the subscription, so they become available after the profile exists.

Example configurations

name: Weekly Cyber Risk Brief
topic: >-
  Monitor ransomware campaigns affecting US healthcare providers, including exploited
  vulnerabilities, threat actors, and operational impact.
tags: [cyber, ransomware, healthcare]
template: Security
frequency: Weekly
researchLayers: 2
timeRange: Week

Troubleshooting

Next steps