Getting Started with Brief

Welcome to Brief. This guide walks you through setting up your account, configuring your preferences, and getting the most out of the platform from day one.

Prerequisites

Before you begin, make sure you have the following:

• An active Brief enterprise subscription
• Admin access to your organization's Brief workspace
• Access to the email accounts and data sources you want to connect

Step 1: Create Your Account

Visit app.trybrief.ai and sign in with your organization's SSO provider. Your admin will have already configured the workspace, so you should see your organization's dashboard after signing in.

Step 2: Configure Your Profile

Set up your executive profile to help Brief personalize your briefings:

1. Navigate to Settings > Profile
2. Add your role and areas of responsibility
3. Select your industry focus areas
4. Set your preferred briefing schedule

Step 3: Connect Data Sources

Brief works best when connected to your existing tools:

• Email -- Connect your email to let Brief surface important messages
• Calendar -- Sync your calendar for meeting-aware briefings
• News & Market Data -- Configure industry and competitor monitoring

Step 4: Customize Your Briefings

Fine-tune what appears in your daily briefings:

Priority Topics

Define the topics and themes most important to your role. Brief uses these to rank and filter content.

Notification Preferences

Configure when and how you want to be notified:

Step 5: Review Your First Briefing

After setup, Brief will generate your first briefing within 24 hours. Review it and provide feedback using the thumbs up/down buttons to help Brief learn your preferences.

Next Steps

• Explore the Brief Dashboard to see real-time intelligence
• Invite other executives in your organization
• Review our advanced configuration options for power users

If you need help at any point, contact our support team at support@brief.ai.