Creating a Brief
Write your intent in plain English and set up a repeatable agentic report in seconds.
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.
How to create a Brief
Click New brief
Open Briefs from the left sidebar and click New brief to open the creation page.
Name your brief
Enter a short, descriptive Name - this becomes the report headline in your feed and email.
Select a dataset
Choose the dataset you want the Brief to track. A brief's dataset is fixed once it is created, so watching a different dataset later means creating a new brief.
Write the standing question
In The standing question, type what you want to track in plain language - the KPI, the time window, the comparison or threshold that makes a run worth reading, and any focus areas. Keep it to one question. The prompt is the interface; no extra config needed.
Save and run now
A Before you can save checklist confirms you've added a name, a dataset, and a question of at least a sentence. Then click Save and run now to generate the report immediately, or Save as draft to hold it back for review. The Brief appears in your feed, ready to run now or on a schedule.
Keep your dates relative - "the prior day" or "the past week" - so a scheduled Brief always rolls forward without edits.