Briefs

Scheduling, Feed & Subscriptions

Run Briefs on a cadence, manage your feed, and get insights delivered to your inbox automatically.

A Brief can run the moment you create it, or on a repeating schedule. Once it runs, results land in your feed and in your inbox - so insights come to you, not the other way around.

Everything about a Brief lives in Configure. Open a Brief and click Configure to reach four sections: Intent (name, dataset, and the standing question), Schedule (the cadence), Sharing (who can open it), and Publishing (Ready or Draft - whether finished runs reach followers' feeds). Configure autosaves, and edits apply from the next run onward. Following is separate and personal: it decides whether a Brief's runs land in your feed, and unfollowing only quiets your feed - it never changes anyone's access.


How to schedule and manage your feed

Run now or save as a draft

When you create a Brief, click Save and run now to generate the first report immediately, or Save as draft to hold it back. You can also open any Brief and click Run now to generate a fresh report on demand.

Clicking Run Now or choosing a scheduled run for the Brief

Set a schedule

Open the Brief, click Configure, and go to Schedule. Pick a cadence - Hourly, Daily, Weekly, Monthly, or Quarterly - and each run publishes automatically. Leave it Unscheduled to run only when someone runs it.

Selecting a cadence for the Brief schedule in Configure

Read your briefings in the feed

Once processed, the Brief lands in Your briefings - a newsletter-style stream of highlights grouped by date, newest first - and in your inbox.

A completed Brief appearing in the Briefs feed grouped by date

Customize your feed

Click Customize to open Customize feed, where you tune three things: which Briefs you follow, the Period to show, and the Datasets to include. Untick a brief to quiet it for the session, or toggle Following to add or remove it from your feed for good - unfollowing only clears your view, it doesn't remove anyone else's access.

Using Customize to filter the Briefs feed by briefs, period, and dataset

Review previous runs

Open any Brief and use Previous runs to look up and reference an earlier run.

Opening Previous runs to view past Brief runs

Control who sees finished runs

In Configure ▸ Publishing, set the Brief to Ready so every finished run reaches the feed of everyone following it, or Draft to keep runs visible only to people who can edit - useful while you review or refine the intent before it goes live.

Setting a Brief to Ready or Draft in Configure Publishing


What's next

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