1. Start from the Briefing Books landing page
This replaces the old influencer-reports page. From here you can see all your saved briefings — with name, linked interaction, creator, interaction type and date, and included influencers — search existing briefings, reopen one to keep editing, download a finished one, or start a new one. A briefing that's still generating will show a Generating status; the download link appears once it's ready.
2. Create a briefing in three steps
Name it and link an interaction. Give your briefing a title and choose the future meeting it's for. If that meeting isn't logged yet, you can create it inline without leaving the flow.
Select influencers. Choose the analyst(s) you're meeting with, individually or by group (1–20 total). You can trim your list before moving on.
Refine with AI. Answer a few quick questions — what the meeting is for, which topics or narrative matter, who's attending from your side — and click Generate Briefing Book to build your draft.
3. Review your briefing's components
Once generated, your briefing includes:
Auto-populated for you:
Meeting — date/time, attendees, interaction type, and topic from the linked interaction
Analyst Profile — name, firm, title, and an AI-enhanced bio for each analyst
Relationship History — your last 5 interactions with each analyst
Prior Opinions / Sentiment Log — a sentiment-tagged log of the analyst's most recent 5 comments about your company
Recent Publications — the analyst's 5 most relevant recent research pieces
Yours to write:
Meeting Objectives — what you want to accomplish
Topics & Talking Points — key topics and supporting points
Anticipated Questions & Suggested Responses — questions you expect and how to answer them
4. Edit, save, and export
Edit any section right where it lives — each has its own embedded text editor. Your changes save automatically as you go. When you're ready, download the finished briefing as a Word (.docx) file to share with your executive.