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07 · Discovery · Discovery

Briefing Drafts

Create AI-assisted drafts from records already stored in the workspace.

// brief

When the AI integration is configured, an authenticated reviewer can generate a briefing draft from stored research, mentions, source-risk records, stakeholders, strategy items, playbooks, and SERP records. Drafts remain review material, not verified conclusions.

// current use
  • Produce a first draft from an explicit set of case records
  • Show which record categories were included
  • Keep failed generations visible instead of reporting success
// capabilities and boundaries

What the current build does.

01
Executive, crisis, weekly, onboarding, and custom templates
02
Inputs drawn from the selected case workspace
03
Stored generation status, model label, and input counts
04
Editable prompt and saved markdown output