Plans, Briefs & Calendar
Plans, Briefs & Calendar

The Brief — your numbers, emailed

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The Brief is a built-in workflow on Workflows › Briefs. It runs in three steps: the Analytics review reads every connection's latest numbers against their usual range, your plan's goals and tasks, and your paid campaigns; it writes the brief; and it emails it (and posts it to Slack when that is on). It runs on Magister's side, so it does not need a hosted agent.

Schedule — the same Schedule button every workflow has. The Brief is off until you turn it on, and Weekly starts on Mondays at 9:00 AM on your clock. Turning it off pauses it and keeps the time. Scheduling needs a paid plan; anyone can press Run now.

Run now — opens a chat that shows each step and then the result: what moved, the tasks it proposed, who it was sent to and the credits the run used. The Analytics review has its own Run now too, which reviews without emailing.

Every brief — Workflows › Briefs lists every brief, newest first, saying whether it was emailed and, if not, why. Open one to read it as it was sent, or open the chat it ran in. Each brief and its email are also kept in Library › Workflow results › Brief.