One new-brief wizard
Choose a creative, strategic or flash brief with its length, industry and audience, start from a template or blank, then compose.
Creative and strategic briefs
In , a short guided intake, a client's request or a recorded kickoff call becomes a complete creative, strategic or flash brief. It reviews the draft for vague claims, routes it for sign-off and hands the approved brief on to the rest of your team.
- Who uses it
- Strategists, account directors and creative directors at agencies and in-house teams; clients send requests and approve briefs on a link.
- What it replaces
- A shared folder of document templates and a senior strategist as the only quality gate.
How a team uses it
- 1Start a briefPick a client, a brief type and a template, or receive the client's own request through an intake link.
- 2Bring in the callRecord or upload the kickoff call, an RFP or brand guidelines, and drop the insights it finds into brief fields.
- 3Draft and reviewAI drafts every section from your answers and the client's brand kit, then names any field that is vague or unsupported.
- 4ApproveThe brief moves through its approval steps with threaded comments and a version history on the same page.
- 5Share with the clientThe client comments, rates and approves in a portal under your brand, or receives a PDF, a Word file or a deck.
- 6Hand it onTurn the approved brief into a project, a moodboard or the campaigns you will report on.
Writing the brief
One guided path from a blank page to a full draft, in English or Spanish.
AI draft by section
AI writes the whole brief from your intake; regenerate any one section on its own, with optional competitive research.
Start from the call
Record the kickoff call in the browser or upload audio, an RFP or guidelines. Insights arrive with the quote behind them, ready to drop into a field.
Prefill from client knowledge
With , one click fills audience, positioning and voice from the client's shared profile. Each field names its source and anything you wrote is kept.
Follows the brand kit
Drafts, concepts and suggestions follow the client's brand kit: colours with their roles, type, logo, rules, voice and guardrails.
Grounded in recent results
With , a switch grounds the draft in the client's best and weakest campaigns of the last 90 days and what earlier briefs delivered.
Brief assistant
A chat assistant beside the brief answers questions and can fill fields while you watch.
Review and approval
Coach review
On request, the review names the exact field that is vague or unsupported and offers a rewrite for each. It advises; it never blocks saving.
Completeness score
Every save scores the brief against a rubric and names the next missing section.
Approvals, comments and versions
A status track and approval chain, threaded comments with mentions, and a version history you can restore from.
Compliance and success checks
On request, a success estimate and a brand, legal and accessibility check of the brief. Both are advisory.
From brief to output
Audience personas
Generate structured personas from the brief's own context and the client's profile, and regenerate any section.
Tensions, outputs and concepts
Read the strategic tensions in a brief, turn it into a one-pager, channel brief or team handoff, and generate concepts with a copy kit.
Client decksClient sees
Generate a deck from the brief: problem, insight, proposition, a slide per concept, mandatories and timeline. Present it in the browser or download it as a wide-format PDF.
Export and presentClient sees
PDF, Word or Markdown in your agency's accent and the client's brand kit, plus a full-screen present mode.
Clients and requests
Client intake linkClient sees
A client sends a request in a few lines (need, objective, audience, budget, timing) on a branded form, and it arrives as a draft brief.
Brief portalClient sees
The client comments section by section, rates the brief and approves or asks for changes, under your brand and with no account.
Client record and brand system
Each client keeps its values, markets, competitors and the rules people set for the brand. AI can suggest a rule; a person decides.
Team and setup
House templates
Admins define the agency's own templates with starting text and hints for key sections, and set a default.
Library and views
See every brief as cards, a table or a board by stage, with saved views, owners, due dates and approval status.
Performance page
Time to approval, first-time approval rate and completeness across the team's briefs, by client, template and industry.
Project tools and chat
Push an approved brief into Asana, monday.com, ClickUp or Notion, or post its summary to Slack or Microsoft Teams. A person always clicks.
What your client sees
- Intake link
- A short request form, optionally in the client's own branding, that becomes a draft brief.
- Brief portal
- One brief to comment on, rate and approve, under the agency's brand.
- Brief PDF and deck
- Exports in the agency's accent and the client's brand kit, and a deck presented in the browser or as a PDF.
- Summary email
- A short email summary of the brief.
AI and people
Where AI helps
- Drafting each section
- Pulling insights from a recorded call
- Naming vague or unsupported fields
- Audience personas
- Concepts and client decks
- Suggesting brand rules
What people decide
People write the strategy, accept or reject every suggestion, approve the brief and decide what goes to the client or to another tool.
Connects with
A new brief can be prefilled from what the client has shared in , and approved briefs can be kept there as client knowledge.
An approved brief becomes a project or a deal in .
A brief starts a board with its notes, the client's colours and first sketches, and locked directions guide concepts.
A brief sets up its campaigns and goals in , and recent results ground the next brief.
Research and content concepts from can start or inform a brief.
The client's brand kit, kept in or Hub, guides every draft.
Questions teams ask
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