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Create a Briefing Book

Learn how to run a Word Briefing Book

Updated over 6 months ago

You can generate a Briefing Book from multiple locations in ARchitect:

Option 1: From the Influencers Tab

  1. Click on the Influencers tab in the top navigation bar.

  2. Select Briefing Book from the dropdown menu.

3. Choose an Influencer or an Influencer Group:

  • Use the blue ‘Add Filters’ button to filter by group.

  • Or, type the influencer’s name in the search field to select them individually.

Option 2: From an Influencer Profile

  1. Navigate to an Influencer Profile.

  2. Click the Create Briefing Book button in the upper right corner.

Customizing Your Briefing Book

No matter where you start, you’ll be taken to the Influencer Reports page, where you can:

  • Select Word Briefing Book as your report type.

  • Choose a template that fits your needs.

  • Customize data points within each section of the book.

If a template does not include a certain section, no worries—it will simply be left out of the final document.

Running Your Briefing Book

  1. Click the Run Report button in the lower right corner.

  2. ARchitect will generate your report and download it as a Word document or Google Doc.

Need Help?

If you’d like assistance customizing your Word Briefing Book, reach out to Support via ARchie or email us at [email protected]. Our team will be happy to help!

ARchitect Tip: Use one of our available templates to get you started on one. If you need a customized template, contact our support team.

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