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Guides and answers for setting up Brief, connecting your tools, and getting the most out of it.
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How to sign in, what happens during your first sync, when your first briefing arrives, and how to invite teammates.
Set when your briefing arrives, put Brief on your phone through WhatsApp, and connect Slack, Microsoft Teams, Zoom and every other channel your work runs through. About ten minutes.
A map of every Brief surface, including the ones that do the most work and are the easiest to miss.
Brief reads your brief aloud and holds a spoken conversation. Turning voice on, choosing how Brief sounds, and telling it how to talk to you.
The four capability areas: briefings, the Knowledge Graph, chat and agent actions, and search across everything you connect.
How to reach the Brief team and what to include so we can help quickly.
Signing in
Using Brief
Make the daily brief shorter, quieter, and better timed. The delivery controls, the type filters, and what dismissing an item actually does.
A standing question Brief answers on a schedule, around your meetings, or when a message arrives. How to set one up, and what agents cannot do yet.
Turn this morning's brief into a focus list for someone on your team, and get it to them as a Slack DM or in whichever channel they actually read. A five-step chat sequence.
What a CEO hands to Brief across a working week, from the morning brief to the board meeting, with what you delegated at the center.
What a chief of staff hands to Brief across a week: the Monday agenda, the tracker checked against what people said, and the Friday update.
What a COO hands to Brief across a week: a morning read on every project, supplier changes as they land, and decisions checked against what happened.
What a sales leader hands to Brief across a week: deal promises read against the CRM, research before a call, and the Friday report in one prompt.
What you owe other people and what they owe you, read out of your mail and meetings. How the page splits the two, what Done and Dismiss actually do, and why a commitment is not a task.
Brief keeps a record of the decisions in your work and the questions still waiting on an answer. What lands on each page, the three ways a question gets closed, and why one can leave the list without anyone closing it.
Brief drafts on its own, and by default sends nothing you have not approved, whether that is an email, a Slack message or a Teams reply. The three trust levels, the full action list with its default, and how to change one.
The three briefing types Brief produces, when each one arrives, and where you can read it.
The difference between a skill and an agent, the named skills you can invoke, and prompts that show what to ask.
How to videos
A minute video tour through the app: the Today page, the person card that pulls interaction history, open commitments, and upcoming meetings into one view, and the Meetings page with prep already in place. The fastest way to see where everything sits.
A short video tour introducing Brief chat. Before every meeting there is context to reconstruct. Ask Brief handles it in chat: ask who you are meeting with, get open threads, commitments, and relationship history back, then follow the answer straight through to that person's detail page.
Action items get buried in email and chat. Brief reads your communications, recognizes the commitments, and suggests tasks. Accept one and it syncs to Slack Lists, Todoist, Google Tasks, or Microsoft To Do.
See the possibilities of Brief Chat. This longer look shows it prepping a high-stakes meeting: surfacing a buried commitment, connecting threads, and drafting a reply in your voice. Sending waits for your approval, unless you have set that action to run on its own.
Watch how to build a Brief agent. This video has Brief build your weekly status report from what closed and what slipped, then run it as an agent every Friday on its own, rescheduled just by asking.
In this video we review the Brief memory mechanism for setting rules: how to teach Brief a few things, watch a rule reshape a real meeting prep, then hand memory to an agent that preps you every morning on its own.
In this video, we add Brief to Claude as a custom MCP connector, then ask in Claude what moved overnight and what to work on next, then close a commitment out from inside the assistant without opening Brief.
Brief reads your email and your calendar. It does not read the spreadsheet that actually runs the process. In this video we build the bridge that gets it there, and Brief opens a document it has never seen.
Every interface shift started with somebody deciding the screen was optional. Voice is the one that finally reaches the hours executives actually have. In this video, Clint stops typing.
If you live in Slack, your brief should find you there. In this one-minute video, Clint sets up the new Brief app in Slack, gets his daily brief as a direct message, and asks about it in the thread.
System Settings
The seven groups on the Briefing & Actions screen, including whether new tasks land in Brief, Slack Lists or Todoist when you do not say, and the voice print that makes Brief's drafts sound like you.
The Connections screen itself: reading an account card, what each permission row means, adding Slack or a second account, choosing which calendars Brief reads, the Zoom setting your meeting transcripts depend on, and what a card is telling you when it turns red.
Two things live on the Developer screen: a chat mode that shows you the assistant's reasoning and every tool call, and personal access tokens for reaching your own Brief data programmatically.
What Brief leaves out of your briefings, what it never processes, the switch that lets you send a single example back to us, the wildcard syntax the exclude list accepts, and how to end a session on a device you no longer have.
The Account screen: the details Brief uses to know who you are, the light and dark setting, signing out of one device, and deleting the account for good.
The Plan screen: what each subscription state means and which date to look at, plus sending, tracking, and revoking the invites that bring your colleagues into Brief.
Connections and data sources
Every system Brief syncs from, Slack, Microsoft Teams and Zoom among them, what it takes from each one, and the minimum set worth connecting.
Why archiving beats deleting, how Brief builds your contact map, choosing which calendars Brief reads, and what happens when a sync service strips your attendee list.
Link your phone once and Brief runs in WhatsApp. Briefings arrive there, and you can chat with Brief from anywhere without opening a browser.
Connect Slack once and Brief works in both directions. It reads the channels, DMs and threads you are part of, you can DM Brief to ask about your work, and your daily briefing can come to you in Slack as a DM.
Brief reaches your email, calendar and chat in Slack and Microsoft Teams directly. Composio reaches everything else. Connect it once and Brief can work with Google Drive, OneDrive, Notion, HubSpot, Zoho and the rest of your stack.
Reach your Brief context from the AI assistant you already use. Setup steps for ChatGPT web, ChatGPT desktop, and Claude.
Privacy and your data
How Brief protects executive context: the architecture, and where the agreements carry the specifics. Your originals stay in Gmail, Outlook, Zoom and the rest.
How to list your data through an AI assistant, and exactly what happens when you delete your account. Your originals in Gmail, Outlook, Zoom and the rest stay where they are.
Two ways to delete your Brief account — from the app, or by email — and what is removed when you confirm.