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Briefings

Creation, editing and publication of briefings

Updated over a month ago

Your briefings at a glance

Briefing documents are crucial for keeping team members on the same page and ensuring that all information for communication events is centrally accessible and up-to-date. The overview page offers easy navigation and shows the current status of all briefings, making it easier to update and coordinate. Here you can create and manage briefings and add additional information such as tags and responsible users. This promotes clear organization and defines responsibilities within the team.

Examples of briefings:

  • Board briefing: Relevant topics, current status, strategic importance, recommendations for action and resource requirements.

  • Campaign briefing: Objectives, target group, key messages, channels used, budget and campaign success criteria.

  • Topic briefing: Consistent understanding of the topic, key messages, target groups and communication plan.

  • Project briefing: Project objectives, scope, team, schedule, resource requirements and success criteria.

  • Crisis briefing: overview of the crisis, affected areas, communication strategy, emergency plan and responsibilities.

How do I create a briefing?

1. Open Brief

Navigate to the overview page. This page provides a clear overview of all briefings created and their current status (draft and published). The overview page lists all existing briefings and allows you to quickly find the one you are looking for. The sort and filter function helps you to sort the displayed briefings according to specific criteria and only display the relevant documents. Click on the briefing you want to view or edit. Once the briefing has been opened, you can read through the content and make changes if necessary. This facilitates continuous updating and collaboration within the team.

2. Create briefing

Click on the Create briefing button on the overview page. A text editor will open where you can insert a title, add a summary and write the briefing. Use this editor to present all the important information clearly and precisely.

  • Add tags to make it easier to filter the briefing later

  • Define a responsible user who is responsible for the briefing.

  • Automatically translate the created briefing into another language using the plus symbol

  • Use the strengths of the AI by highlighting selected lines of text and transforming them directly in the text editor

3. Publish briefing

Once all the information has been entered, you can publish the briefing. If it is not published, it is automatically saved as a draft. Both published briefings and drafts are visible to team members.


Use the chat to improve the quality of your briefings

When you open a briefing, you have the option of using the chat function to optimize the content. You can choose whether you want to ask the AI certain questions or interact directly with an assistant.

The chat can be used for the following use cases:

  • Idea generation and brainstorming

  • Research and information gathering

  • Text creation and optimization

  • Answering user questions

  • Translations and language variants


Transform information into documents

Once you have published a briefing, the next step is to create a collection.

The briefing is automatically saved as context information in the collection. The AI automatically extracts the relevant data from the analyzed briefing information that you need for your documents.

Within the collection, documents like newsletters, press releases, or social media posts can be generated from contextual information in just a few clicks. These outputs can include essential facts, figures, quotes, and other key details relevant to the article. The AI refines the content to match the desired tone and style while accommodating any specific requirements or preferences noted in the contextual information. Through these steps, the AI ensures each output format effectively utilizes the provided context.

💡 Tips

  • Ensure that all relevant information in the briefing is clear and structured. Use tags to sort the content thematically and make it easily accessible for other team members.

  • Use the briefing area to update documents on an ongoing basis. This ensures that the entire team is always working with the latest information. Continuous maintenance keeps briefings up to date and helps to keep projects on track.

  • Encourage team members to use the briefing area as a central platform for collaboration. By sharing briefings with relevant people and teams, new ideas and valuable feedback can be gathered.

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