Simply AskingDocs

Generating a Brief from Your Knowledge Base

Synthesize dozens of documents into a structured brief with sources, key findings, and citations.

This guide is for everyone, with Admins and Managers being the most common users of briefs. Briefs are especially useful for people who need to distill information from many documents into a single, shareable summary. If you have not yet saved a chat answer as a document, consider completing the Turning a Chat Answer into a Document guide first.

Synthesize dozens of documents into a structured brief with sources, key findings, and citations. By the end of this guide, you will know how to scope a brief, add focus instructions, review the output, and share it with your team.

1

Navigate to Generate

Open the Intelligence dropdown, then select Generate. Once on the Generate page, click the Briefs tab to see your existing briefs and the option to create a new one.

2

Create a New Brief

Click New Brief. This opens the brief configuration dialog where you define what the brief should cover.

3

Define Your Scope

Choose what documents the brief should draw from. You can scope by any of the following options.

All DocumentsThe brief synthesizes across your entire knowledge base.
Specific DepartmentLimit to documents owned by a single department.
Specific TagsFilter by tags to focus on a particular project or topic.
Specific EntitiesTarget specific people, organizations, or concepts from the knowledge graph.
4

Add Focus Instructions (Optional)

Optionally add focus instructions to guide the synthesis. For example: "Focus on Q4 results and budget implications" or "Highlight any risks and mitigation strategies." This tells the system what to prioritize when analyzing your documents.

5

Generate the Brief

Click Generate. The system analyzes all documents within your defined scope, identifies key themes, and synthesizes a structured brief. This may take a moment depending on the number of documents.

6

Review the Brief

Review the generated brief. It includes structured sections, key findings with source citations, and a list of all contributing documents. Every claim is traceable back to a specific document in your knowledge base.

7

Edit and Refine

Edit the brief to match your needs. Add your own commentary, reorder sections, or remove parts that are not relevant. The brief is fully editable after generation.

8

Share or Download

Share the brief with your team or download it for external use. Briefs can be shared through Messages or saved as a reference document for ongoing access.

Now that you can generate briefs, learn how to identify and close gaps in your knowledge base. The Gap Closer shows you exactly what topics your team is asking about but your documents do not yet cover.

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