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Playbook: Turn rough notes into a polished product brief

A four-step playbook for turning scattered notes into a structured, reviewable product brief with the Brand Agent.

Playbook: Turn rough notes into a polished product brief

Goal: A structured, reviewable product brief from scattered inputs.

  1. New campaign — e.g. "Product Brief — [Feature]".
  2. Add the materialImport Markdown or New Document to drop in notes, transcripts, customer quotes, and competitor references, then Add to campaign.
  3. Set the goalChat with agent and type:
    i

    "Turn these notes into a product brief. Include the problem, the audience, the solution, key features, positioning, and open questions. Flag anything that's missing."

  4. Let the Brand Agent work — it synthesizes your notes into a clean brief as a Workspace document, with positioning aligned to your brand. Review its Proposals in Agent Info, then open the document and edit directly.
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Related categories:Brand AgentWorkspacePlaybook

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