Brief Generator
A form submission becomes a formatted, branded client brief ready for review before the intake call ends.
Tool-interchange map · every layer is swappable
What it does
A client fills in a Typeform. Thirty seconds later, Claude has turned their raw answers into a structured brief with sections for objectives, deliverables, audience, timeline, and success metrics. The draft goes to a Slack thread for internal review. Once approved, it goes to the client as a Google Doc or PDF.
The intake form is the variable. The prompt is trained on the specific voice and structure your agency uses for briefs. The output is not a generic summary, it is a document that looks like it came from your account team.
Live at Buttermilk as the client brief workflow. Lock and Quay use a variant for venue booking briefs.
Default tool stack
Sample prompts
Time + scope
2 to 3 days
To ship
Fixed
Pricing model
Included
Source JSON
14 days
Tweak window
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View →Ready to ship this?
The audit takes 30 minutes.
The first template ships in days.
Book a call. I review your stack, confirm the fit, and we start the same week.