Digital Agency Tools Docs

Brief, research and questions

Three panes take a discovery from raw notes to a meeting plan: a structured brief, background research and the questions to ask.

A discovery page with the raw input on the left and the Structured brief, Research and Question prep panes on the right
Raw input on the left. Brief, research and questions on the right.

How to

  1. Open the discovery from Projects → Discover.
  2. In 1. Structured brief, click Extract with AI. Check the summary and brief, edit them, then click Save brief.
  3. In 2. Research, click Draft research. Check every fact, then click Save research.
  4. In 3. Question prep, click Generate questions.
  5. Take the page into your meeting and type each answer under its question.
  6. When the brief is right, click Mark brief ready.

1. Structured brief

Extract with AI reads the raw input and fills two boxes: a short Summary, and the brief itself in Brief JSON (goals, deliverables, unknowns…).

The extracted brief is stored as soon as it arrives, and the discovery moves to Researched. Edit either box and click Save brief to keep your changes.

The deliverables list matters most. It becomes the scope when you create a proposal.

What the brief holds

{
  "goals": [...],
  "deliverables": [...],
  "audience": "...",
  "deadlines": "...",
  "budget_signals": "...",
  "constraints": [...],
  "unknowns": [...],
  "summary": "..."
}

2. Research

Draft research writes background notes on the client's company, their industry, likely competitors and things worth considering. It works from the summary, or from the raw input if there is no summary yet.

The pane is labelled (AI draft — verify) for a reason. AI can be confidently wrong about a real business. Treat these notes as a starting point and check them before you rely on them.

Research covers

the company
the industry
likely competitors
things to consider

3. Question prep

Generate questions writes 8 to 15 questions aimed at the gaps and unknowns in the brief. Each has a line on why it matters. The discovery moves to Questions ready.

Each question has an answer box. Type the client's answer during the call. It is saved when you click or tab out of the box. To add your own question, type it in Add an ad-hoc question and click Add.

Clicking Generate questions again replaces every question in the list, including your ad-hoc questions and any answers you have typed. Generate once, before the meeting.

When the AI buttons are greyed out

The three AI buttons show AI not configured when you hover over them. That means no AI provider is set up for your workspace. You can still type the brief, research and questions yourself. See When AI buttons are switched off.

Related

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