Personal clarity. Organisational control.
For individuals, eight connected modules prepare the day across authorised email, calendars, meeting transcripts, files, contacts and opportunities. For organisations, the individual workspace becomes part of a governed system with role-based visibility, controlled data access, approved AI models, shared workflows and human approval. AI prepares. You decide.
Today
Start each day with priorities, meetings, risks and recommended actions compiled across your connected work and personal accounts, not reconstructed from memory.
- Morning Brief reviews authorised email, calendars, tasks, pipeline and contacts before you open anything.
- End-of-Day Summary closes the day with what moved, what’s open and what to prepare for tomorrow.
- Catch Me Up reconstructs 1–14 days of changes after leave or a disrupted week.
- Capacity signals show meetings, priority tasks and genuine focus time available.
- Recommended first action tells you where to start and why, reducing decision fatigue.
The opportunity is worth $12,000 and has had no activity for nine days.
Review the proposal draft. Estimated time: 12 minutes.
Tasks
Create, prioritise and complete work without losing where it came from or why it matters. Tasks connect to the email, meeting or conversation that created them.
- Create tasks from email, voice (NZ English) or AI conversations.
- “Prioritise my day” ranks work using deadlines, calendar context, pipeline value and priority.
- Source context stays attached — see the original email or conversation.
- Complex tasks can be broken into practical, reviewable subtasks.
- Offline capture — add tasks away from your desk, sync when connected.
Created from email · Due before 2pm
Created from inbox · $8,500 opportunity
15 days since last contact
Inbox
Gmail and Outlook accounts brought into one prioritised view. See what each message requires, which account received it and which identity will send the reply.
- Unified multi-account inbox with source badges and per-account filters.
- Thread summaries that show the key points without reading every message.
- Task and enquiry extraction — commitments become visible work.
- AI-drafted responses with full context, reviewed before sending.
- Deliberate send-from selection and the correct signature for each connected account.
Calendar
Google and Outlook calendars across connected accounts shown as one operating signal, not just a list of appointments. See preparation context, conflicts and genuine available focus time before saying yes to more.
- Google Calendar and Outlook Calendar events combined across connected accounts.
- Meeting preparation surfaces email history, pipeline status and open tasks per attendee.
- Schedule density, cross-calendar conflicts and focus-time detection across work and family.
- Timezone-aware scheduling for remote and distributed work.
- Capacity warnings when workload exceeds available time.
3 meetings · 90 min focus · 4 priority tasks
Transcripts
Bring authorised Notion meeting notes and Google Meet transcripts into Briefable. Each transcript becomes a searchable working record with a summary, decisions, potential action items and a dedicated space to ask follow-up questions.
- Notion meeting notes sync only when the user explicitly shares the meeting with Briefable.
- Google Meet transcripts are detected from the authorised Meet Recordings folder in Google Drive.
- AI extracts the meeting summary, attendees, decisions and potential action items for review.
- Open a full transcript page and ask Briefable questions using the meeting as grounded context.
- Long transcripts are processed in sections and combined into one structured meeting record.
- Microsoft Teams syncing, manual import and approved downstream action creation are planned additions.
4 attendees · 3 decisions · 5 potential actions
Move the client onboarding pilot into the September release.
Danielle to confirm the revised onboarding workflow by Friday.
Briefable
Ask questions across your authorised files and working context. Search Notion, Google Drive, OneDrive and SharePoint using natural language, with control over which connected accounts inform each answer.
- Ask questions across all authorised sources or narrow the answer to selected accounts.
- Semantic search across Notion, Drive, OneDrive and SharePoint.
- Structured thinking — brainstorm, compare options, prepare decisions.
- Use authorised transcript insights alongside files, relationships and other working context.
- Turn any recommendation into a tracked task with one action.
“What context do I need for my 2pm meeting with Nick?”
Active proposal: $12,000 website redesign. Last email: 9 days ago. Open task: review revised scope. Previous meeting discussed timeline concerns.
Pipeline
Connect enquiries, proposals, opportunities and follow-up to the people and activity around them. Stale-deal warnings surface before revenue goes cold.
- Stages, values and status across multiple brands.
- Stale opportunity and follow-up signals with recommended actions.
- Contact and organisation context linked to every deal.
- Email and meeting history connected to pipeline activity.
- Capacity-aware visibility — see how active pipeline relates to workload.
Contacts
People, organisations, communication, opportunities and follow-up visible together. Relationship health signals surface before useful connections fade.
- People and organisation records with linked enquiries and deals.
- Email and meeting history per contact — no searching required.
- Visible “follow up due” signals based on your chosen interval and last activity.
- Notes and working context attached to each relationship.
- Search and filtering across all contacts and organisations.
Connected accounts
Connect more than one Google, Microsoft or Notion account without mixing identities or losing source context. Briefable keeps the account behind each email, event, file and answer visible.
- Add, label, filter and manage multiple Google, Microsoft and Notion connections.
- See email and calendar activity together, then narrow the view to one account when needed.
- Choose the sending identity deliberately, with the correct account signature applied.
- Scope knowledge search to selected connections so personal and work sources stay intentional.
- Connection credentials are encrypted at rest and isolated to the signed-in user.
- Download a complete personal data export or permanently delete the account and its stored data.
Inbox · Calendar · Drive · Send as work
Calendar · Drive · Personal signature
Outlook · Calendar · OneDrive · SharePoint
Selected pages and meeting notes only
An organisational Briefable is not simply several personal accounts. The individual workspace becomes part of a governed organisational system, with shared context and workflows alongside clear controls over access, visibility, AI behaviour and approval.
Role-based workspaces
Each person works from a Briefable view shaped around their responsibilities, while the organisation controls which shared information, modules and actions are available to them.
- Role-based access to modules, data sources, workflows and operating views.
- Individual priorities and private work remain separate from shared organisational context.
- Leadership, operations, delivery and specialist roles can see different signals from the same system.
- Team, department, client or project workspaces configured around real responsibilities.
- Tenant isolation keeps each organisation’s people, connections and knowledge separated.
Organisation-wide signals · Approval queue · Exceptions
Shared tasks · Commitments · Service issues
Approved sources · Assigned actions · Relevant knowledge
AI governance and approvals
Organisations define the models, information boundaries and human approval points that apply to each role and workflow. AI can prepare work, but external or material actions remain controlled.
- Approved AI models and task-specific routing set at organisational level.
- Guardrails and prompt rules aligned to policy, risk and brand requirements.
- Approval-required actions for email, publishing, records, decisions and other external activity.
- Reviewable AI output with the supporting context and source made visible.
- Live privacy, provider and data-use disclosures for informed organisational control.
Prepared from approved sources · Reviewer: Operations lead
Internal model · Restricted knowledge set · Source links included
Human reviewed · Scheduled for 9:00am
Organisational context
Briefable’s organisational onboarding combines approved documents with a guided AI conversation. It builds a structured understanding of the organisation, then uses that context to configure workspaces, workflows and specialist modules.
- Document-first onboarding using approved PDF, DOCX and PPTX material.
- Guided conversation asks about gaps instead of making people repeat what is already documented.
- Structured organisational profile covering purpose, services, roles, priorities, terminology and constraints.
- Controlled access to Microsoft 365, Google Workspace, Notion and private knowledge sources.
- Implementation, onboarding and ongoing improvement configured around the organisation.
Purpose · Services · Roles · Policies · Priorities
Approval rules · Role boundaries · Shared workflows
Grounded context for workspaces, prompts and modules
Publish and Analytics are optional specialist modules. They are configured separately for organisations with specific content production, approval or reporting needs. Discuss an organisational build →
Publish
A structured content pipeline for organisations that publish regularly across social media, blogs, newsletters or internal channels. Drafts are AI-prepared, staged for review and published only after human approval.
- Social card and post creation with platform-specific formatting.
- Blog and article drafting with connected brand context.
- Multi-channel scheduling with draft, review and approve stages.
- Content calendar with preparation context from pipeline and contacts.
- WordPress, LinkedIn and newsletter integration support.
- Human review before anything is published externally.
AI-prepared from pipeline data · Awaiting review
1,200 words · Brand voice applied · Ready for approval
Scheduled for Thursday 9:00am · WordPress + LinkedIn
Analytics
Custom dashboards that connect website, content, pipeline and operational performance into one view. Configured around the metrics, sources and reporting rhythm that matter to your business.
- Website traffic and engagement metrics from connected analytics sources.
- Content performance linked to the Publish pipeline.
- Pipeline conversion and revenue tracking across stages.
- Custom KPI cards configured around your operating model.
- Trend detection and AI-prepared performance summaries.
- Weekly or monthly briefing integration with the Today module.
Enquiry volume is up 18% this month. Two blog posts drove 60% of traffic. Pipeline conversion from web enquiry is trending above last quarter.
The value is in what happens between the modules.
For individuals, Briefable turns activity in one part of the day into context and action elsewhere. In an organisational deployment, the same connections operate within role, access and approval controls.
Stale deals surface in the morning brief.
A proposal with no recent activity is surfaced with the contact, value and next action.
Meetings reshape task priority.
Work connected to an upcoming meeting moves up the list with the reason explained.
Actionable email becomes tracked work.
AI identifies commitments inside threads and creates attributed tasks.
Meetings become usable organisational memory.
Summaries, decisions and potential actions stay searchable and available for follow-up questions.
Follow-ups surface before relationships fade.
Briefable monitors intervals and adds relationship actions to your briefing.
Knowledge available where the decision happens.
Drive, OneDrive, SharePoint and Notion context inform answers and preparation.
Schedule becomes capacity intelligence.
Meetings, focus blocks and active workload shape the advice you receive.
Turn individual clarity into coordinated organisational action.
Start with workflow discovery, then configure role-based workspaces, approved sources, governance, shared workflows and specialist modules around how your organisation actually works.
Choose the Briefable path that fits how you work.
Start with a personal workspace, or talk with us about a governed Briefable deployment for your organisation.