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What is a brief?

When you add an opportunity to your plan, the platform automatically generates a production brief for each step of that action. Briefs are designed to be used directly - handed to a content team, used to prep a client conversation, or exported as a Word document.
  • Generation typically takes under a minute. While it’s being prepared, you’ll see “Preparing brief…” in the interface.

Brief structure

Every brief follows the same six-section format:
SectionWhat it contains
Context & reasoningThe action label, a 3-sentence explanation of the gap, and the team responsible
Thematic briefingWhy this thematic is strategic, the anchor prompt, secondary prompts, and shared intent
Content angleRecommended angle, linked queries, format, personas, core keywords, and title options
Production structureChannel-specific guidelines - script, copy, ad copy, or page structure depending on the channel
Execution planStep-by-step plan with timing or structure
GEO checklistPriority-ranked optimisation checks (Critical / High / Medium)

One action, multiple briefs

Each action is broken into sequential briefs - usually 1 to 4 depending on the channel. Complete them in order, since later briefs often build on the output of earlier ones.\ For example, a YouTube action might have:
  1. A video content creation brief (what to produce and why)
  2. A YouTube configuration brief (how to optimise the metadata once it’s live)

Before you add to plan

If you try to open a brief before adding the opportunity to your plan, you’ll see a message: “This brief hasn’t been generated yet. Add this action to your plan first - it only takes a minute.”\ NB : Briefs are only generated on demand, when you confirm an action. This keeps generation focused on what you’re actually working on.\

How to use a brief

Once generated, briefs can be edited, copy to the clipboard or exported as a .docx file for sharing with clients or agency teams..