Support Portal

English (United States) Deutsch Français 日本語

We Enable, You Inspire

Discover

    Using Briefings

    Avatar
    Christiana Nimtz
     
    Beta
     
    Activation
     
    Editor

    Briefings streamline the content creation process by ensuring you have all the essential information you need from the beginning. Create briefings and assign them to users that are responsible for the content creation. Once you assign a user to a briefing, they will receive an email notification and a link to the briefing in the Studio.

    The overview page lists all briefings. To easily find the briefing you are looking for, you can sort the list by Last Updated or Deadline.

    Briefings can be assigned to more than one user to help ensure seamless collaboration. You can also add other assignees to a briefing on which you were assigned.

    Users must have a valid email address linked to their account to receive an email notification with the access link to the briefing.

    Creating a Briefing

    1. In the Studio, navigate to Planning > Briefings > Create Briefing
      Create_Briefing.png

      The Briefing editor opens.

    2. Under Subject, provide a title for the briefing.
      Briefings_Required_Information.png
    3. Under Target Audience, enter one or more audiences.
    4. Under Purpose, enter the reason for the communication.
    5. Optionally, under Content Type, provide the format of content needed.
      Briefings_Content_Details.png
    6. Optionally, under Languages, select one or more languages for the content.

      The Language dropdown contains all the content languages available for your organization.

    7. Optionally, under Tone, provide the tone for the content.
    8. Optionally, under Attachments, click Browse Files to add files.
      Additional_Information_Briefing.png
    9. Optionally, under Additional Information, add more information.
    10. Click Save.

    You have created a briefing. You can now assign it to one or more users.

    Assigning a Briefing

    Briefings can be assigned to one or more users to help ensure seamless collaboration.

    Users must have a valid email address linked to their account to receive an email notification with the access link to the briefing.

    1. Under Deadline, provide an end date for the communication.
      Briefings_Assignment.png
    2. Under Assign to, search for or select a user to assign the briefing to.
    3. Click Save.

    You have assigned a briefing. The assigned users have received an email with a link to the briefing. They can now create content using the information provided in the briefing.

    Editing a Briefing

    You can edit all briefings that you created or that were assigned to you by the creator.

    1. In the Studio, navigate to Planning > Briefings
    2. Navigate to the briefing you want to edit.
    3. Click the three dots to open the menu.
    4. Click Edit Briefing.
      Briefing Edit Briefing.png

      The Briefing editor opens.

    5. Edit any section of the briefing.
    6. Click Save.

    You have edited a briefing.

    Deleting a Briefing

    1. In the Studio, navigate to Planning > Briefings
    2. Navigate to the briefing you want to delete.
    3. Click the three dots to open the menu.
    4. Click Delete Briefing.
      Briefing Delete Briefing.png

      The Delete Briefing? dialog opens.

    5. Click Delete.

    You have deleted a briefing.

    Creating a News Post From a Briefing

    You can create posts from any briefing, not only the ones you created or were assigned to.

    You can create news or update posts from briefings. However, you cannot create media posts from briefings.

    1. In the Studio, navigate to Planning > Briefings > the briefing you want to create a post from.
    2. Click the briefing title to open it.
    3. In the Create Post widget, click Create.
      Briefing_Create_Post_Without_AI.png
    4. Under Channel, select a channel.
      Briefng_Create_Post_Without_AI_Dialog.png

      The dialog expands to show either the Title or Description fields, depending on the channel type you selected.

    5. Enter one of the following:
      Title: Enter a title for the article post.
      Description: Enter a description to provide context for the update post.
      Briefings_Create_Post_Page.png
    6. Click Create.
      The content editor opens.

    You have created a post and assigned it to a briefing. In the individual news post, you can view the briefing.

     
    ai

    You can generate news posts from briefings using AI. The AI uses the information added to the briefing, such as text and files, to create the post. If the briefing includes multiple languages, the generated news post has a tab for each language. If the feature is not available for your platform, contact Staffbase Support or your Customer Success Manager to activate it.

    1. In the Studio, navigate to Planning > Briefings > the briefing you want to create a post from.

    2. Click the briefing title to open it.

    3. In the Create Post widget, click Generate with AI.

      Briefing_Create_Post_AI.png
    4. Under Channel, select a channel.
      Briefng_Create_Post_Without_AI_Channel.png

      The dialog expands to show either the Title or Description, and additionally the Campaign fields, depending on the channel type you selected.

    5. Optionally, enter a title or description, and select a campaign.

      Briefng_Create_Post_With_AI_Dialog.png
    6. Click Generate.
      The AI-generated news post opens in the content editor.

    You have generated a news post. A note at the top of the post shows that it has been generated with AI. Staffbase recommends carefully reviewing the article to ensure accuracy.

    Viewing a Briefing During News Post Creation

    1. In the Studio, navigate to Content > News > a news channel.
    2. Click the title of a news post with an assigned briefing.
      The content editor opens.
    3. Navigate to the Briefing tab.
      News post with Briefing.png

      The briefing appears.

    You have opened the assigned briefing from within a news post. You can leave the briefing open while creating the news post.

    News posts that have not been assigned a briefing display a link to Briefings in the Briefing tab. However, you can only assign a briefing to a post before it has been created.

    News post without Briefing.png

    Related articles

    Comments

    0 comments

    Please sign in to leave a comment.

    Articles in this section