Create a smart brief

Create a brief from the Briefs page

To create a smart brief from the Briefs page:

1. In the navigation menu, click Strategy.
2. In the left sidebar, select Briefs.
3. On the Briefs page, click Create brief.
4. In the Create brief dialog, select a brief type, then click Create brief.
5. To rename the brief, click its default name at the top of the page, enter a new name, and press Enter.
6. Complete the required fields. Depending on the field type, you can optionally use the following:
   • Rich text fields - use the toolbar to format text.
   • Fields with AI Assistant, use AI to generate text:
     • Click the AI Assistant icon on the toolbar.
     • Enter a prompt describing the content you want to generate.
     • Click Send .
     • Refine the generated draft, then refine the prompt and regenerate it if needed.
     • Click Accept to insert the content.
   • Timeline field - use AI to generate milestones:
     • Click AI Suggestions.
     • Review the generated suggestions.
     • Regenerate or remove suggestions as needed.
     • Click Accept to insert the timeline.
7. To upload supporting media, click Upload.
8. Click Save.

The new brief is added to the Briefs page. You can then link it to one or more campaigns as needed.

Create a brief from the Briefs tab

To create a smart brief from a campaign's Briefs tab:

1. In the navigation menu, click Strategy.
2. In the left sidebar, select Campaigns.
3. On the Campaigns page, select the campaign for which you want to create a brief.
4. On the campaign's Overview page, click the Briefs tab.
5. Click Add brief, then select Create manually.
6. In the Create brief dialog, select a brief type, then click Create brief.
7. To rename the brief, click its default name at the top of the page, enter a new name, and press Enter.
8. Complete the required fields. Depending on the field type, you can optionally use the following:
   • Rich text fields - use the toolbar to format text.
   • Fields with AI Assistant, use AI to generate text:
     • Click the AI Assistant icon on the toolbar.
     • Enter a prompt describing the content you want to generate.
     • Click Send .
     • Refine the generated draft, then refine the prompt and regenerate it if needed.
     • Click Accept to insert the content.
   • Timeline field - use AI to generate milestones:
     • Click AI Suggestions.
     • Review the generated suggestions.
     • Regenerate or remove suggestions as needed.
     • Click Accept to insert the timeline.
9. To upload supporting media, click Upload.
10. Click Save.

The new brief is added to the Briefs page and appears on the campaign's Briefs tab.

Next steps

After saving the brief, you can also:

• Create and assign to-do tasks to those working on the brief.
• Add reviewers to provide feedback or comment on the brief.
• Link the brief to a campaign.
• Convert the brief into a campaign when you're ready to launch.