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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.

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How to schedule and manage your feed

1

Open Briefs and start a new Brief

Log in and click Create a Brief from the Briefs dashboard to begin.
Starting a new Brief from the Briefs dashboard
2

Run now or schedule

After configuring your Brief, click Run Now to generate it immediately, or set it to run on a recurring schedule.
Clicking Run Now or choosing a scheduled run for the Brief
3

Set time granularity

Choose your preferred cadence — daily, weekly, or otherwise. The Brief will use this setting for every subsequent run.
Selecting time granularity for the Brief schedule
4

Read your Brief in the Feed

Once processed, the Brief lands in your Feed — a newsletter-style stream of highlights grouped by date.
A completed Brief appearing in the Briefs feed grouped by date
5

Customize your feed

Click Customize to filter by time period or intent. Follow the intents that matter and unfollow the rest — unfollowing only clears your view, it doesn’t remove anyone else’s access.
Using Customize to filter the Briefs feed by time period and intent
6

View Brief history

Use the History tab to look up and reference any previous Brief run.
Opening the History tab to view past Brief runs
7

Save as a draft

Save any Brief as a Draft before running it — useful for reviewing or editing the intent before it goes live.
Saving a Brief as a Draft for review before running

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What’s next

Reading a Brief

Navigate the narrative, hero metric, citations, and drill-through.

Creating a Brief

Write your intent and set up a repeatable report.

Briefs overview

Back to the Briefs feature overview.