AI Creative Brief Extraction Agent
Automating Creative Brief Extraction with AI
Turn unstructured inputs into structured briefs
The agent ingests client emails, PDFs, call transcripts, and intake forms, then extracts and maps key fields—objectives, audience, deliverables, timelines—directly into your agency's brief template.
Surface gaps and generate clarifying questions
Automated gap detection compares extracted fields against your mandatory checklist and produces a ready-to-send clarification pack with specific, RACI-anchored questions for stakeholders.
Enforce brand guardrails and route for approval
Every draft brief is grounded in your brand guidelines, tone guides, and legal libraries—then routed through internal review with human-in-the-loop checkpoints, version control, and audit trails.
How Cassidy automates creative brief intake using AI
Step 1: Trigger on new intake request
The Workflow activates when a new project request arrives—whether from an intake form, email, shared drive upload, or Slack message—pulling in all attached client materials.
Step 2: Extract and normalize client inputs
Cassidy processes emails, PDFs, decks, and call transcripts using OCR and transcription, then normalizes formats and de-duplicates content to create a unified source of truth.
Step 3: Map fields to your brief template
The Agent extracts key information—business objectives, KPIs, audience, key messages, deliverables, specs, timelines, and mandatories—and maps each to the corresponding field in your agency's creative brief template.
Step 4: Enrich with brand and historical context
Cassidy pulls from your Knowledge Base to attach brand guidelines, tone guides, legal mandatories, past campaign learnings, and relevant assets—grounding every brief in your agency's institutional knowledge.
Step 5: Analyze gaps and generate clarification questions
The Workflow compares extracted fields against your mandatory checklist, flags missing or ambiguous items, and auto-generates a client-ready clarification pack with specific questions and proposed defaults.
Step 6: Draft the brief and route for review
Cassidy composes a structured draft brief in your agency's voice and format, then routes it to strategy, creative, and PM teams via your existing tools—with Human-in-the-Loop approval gates, redline tracking, and version control.
Step 7: Hand off to production
Once approved, the Workflow exports the final brief to Google Docs, Notion, or Slides, pushes structured fields to your PM tool to auto-create tasks and milestones, and attaches reference assets for production kickoff.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
