Create a smart brief
A brief is used to define the goals, audience, messaging, and key milestones for a campaign or initiative. From the Briefs page, you can create a smart brief manually or use the built-in AI Assistant to generate text and build a timeline based on your input.
Alternatively, you can generate a brief using Brand Assistant.
To create a smart brief:
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In the navigation menu, click Strategy. Then, in the left sidebar, select Briefs.
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On the Briefs page, click Create brief to start a new smart brief.
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On the brief details page, to edit the default name (New Creative Brief), click it at the top of the page, type a new name, and press Enter.
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Fill in the required fields for the brief. You can use the buttons on the toolbar to format text if needed.
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Optionally, for fields that support AI, use the AI Assistant to generate text:
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Click the AI Assistant icon
on the toolbar. -
Enter a prompt describing what you want.
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Click Send
to generate a draft. -
If needed, refine the prompt and regenerate until satisfied.
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When you're happy with it, click Accept to insert the AI-generated text into the field.
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Optionally, for the Timeline field, use AI to build the timeline:
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Click
AI Suggestions. AI will generate milestones based on the brief content. -
Review the suggestions and regenerate or delete if needed.
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Click Accept to insert the timeline into the field.
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To upload media items to support the brief, click
Upload. -
Click Save.
Next steps
After saving the brief, you can:
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Create and assign to-do tasks to those working on the brief.
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Add reviewers to provide feedback or comment on the brief.
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Convert the brief into a campaign when you're ready to launch.