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Creating a Brief starts with a simple idea — your intent. There are no complex forms; the time window, depth of analysis, and focus area all live inside your prompt. If you can describe it to an analyst, you can create a Brief.

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How to create a Brief

1

Click Create a Brief

Open Briefs from the left sidebar and click Create a Brief to open the creation panel.
Clicking Create a Brief to open the creation panel
2

Add a title

Enter a short, descriptive title — this becomes the report headline in your feed and email.
Entering a title for the Brief
3

Select a dataset

Choose the dataset you want the Brief to track.
Selecting a dataset for the Brief
4

Describe your request

Type what you want to track in plain language — include the KPI, time window, and any focus areas. The prompt is the interface; no extra config needed.
Typing a plain-language intent into the Brief creation panel
5

Review and save

Check the summary, then save. The Brief card appears in your feed, ready to run now or on a schedule.
Reviewing the Brief summary and clicking Save
Keep your dates relative — “the prior day” or “the past week” — so a scheduled Brief always rolls forward without edits.

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What’s next

Scheduling, Feed & Subscriptions

Set a cadence and have insights delivered to your inbox automatically.

Sharing & Permissions

Control who can view, run, or edit your Briefs.

Briefs overview

Back to the Briefs feature overview.