Build structured intake templates with 30+ field types — text, dropdown, file upload, date pickers, budgets, and more. Start from a ready-made library spanning paid media, creative, print, web, email, and direct response, define required fields, capture offer and compliance details, and organize sections with drag-and-drop.
Go far beyond simple text fields. Brief templates support rich text, dropdowns, multi-select, file uploads, date pickers, number inputs, currency fields, URL inputs, email fields, checkboxes, radio groups, sliders, color pickers, and many more. Each field type has validation rules, placeholder text, and help descriptions that guide clients and team members through the brief creation process.
Arrange fields in the exact order that makes sense for your workflow. Group related fields into collapsible sections — creative requirements, budget details, timeline, target audience. Reorder entire sections or individual fields with drag-and-drop. Templates stay organized even as you add dozens of fields across multiple categories.
Mark fields as required to ensure you always capture critical information, or leave them optional for nice-to-have details. The brief submission form enforces required fields before allowing submission, preventing incomplete briefs from entering your workflow. Optional fields expand on hover to keep the form clean.
Start from a ready-made library that spans every channel your team briefs — paid media (search, social, performance-max, and inventory-feed campaigns), creative and design, print and out-of-home, web and landing pages, email, and SMS/MMS. Each template captures the unique information that workflow needs. Duplicate existing templates to create variations without starting from scratch. Templates are versioned so in-progress briefs continue using the version they started with.
Campaign and creative templates capture the offer and its legal fine print as structured fields, so the deal, pricing, and required disclaimers travel with every brief — and the disclaimer becomes mandatory the moment a price is entered. An accountability layer records the owner responsible for delivery and the sign-off required before anything goes live, giving every brief a clear chain of who proposed it, who confirmed compliance, and who must approve. The same structured fields make briefs readable by the review automation and AI assistants that route and act on them.