AI Briefs for Consultants — Prepare Client Deliverables for Review

The AI generates a starting framework that passes through several pipeline stages. You refine the output in the block-based editor, add proprietary insights, and apply your firm's brand compliance standards. The final deliverable reflects your consulting value — the AI accelerates the analytical foundation.

Where a brief has sources - files you upload or connect, pages you add, or the search results web research drew on - a repair stage compares the figures in the paragraphs, lists and table body cells of the draft with the numbers in those sources, and rewrites any sentence or cell whose figure it cannot find there, substituting the source value or dropping the claim. A table heading or row label is read as context, not as a figure, and a total, difference or share the table works out from its own cells is never rewritten. That is reconciliation against your own sources, not an independent fact-check, and it is silent: nothing is marked up in the delivered brief, and a sentence it cannot repair, or a draft it cannot finish, keeps its original figures. For a brief written from sources you upload or from the search results web research drew on, the Evidence tab under Checks in the brief editor lists up to five sentences or table cells whose wording or figures it could not match to those sources, for you to check. It matches wording and exact figures, not meaning: a faithful paraphrase, or $8.1M where the source says 8,100,000, can fail to match while being true, so an unmatched sentence is a place to look, not an error, and a matched one is not confirmed either, because this is a comparison with your own sources, not a fact-check. It reads only part of a long source (24 passages of up to 1,600 characters) and at most 12 sources, files first. Of web research it reads the title and snippet of each search result, not the page, so a figure taken from the page alone does not match, and if it could not read every result the list is advisory. It reads a table cell with its row and column, and a total the table works out from its own cells passes when the arithmetic holds. It checks the draft as generated, not your later edits. Treat every figure as needing review until you have confirmed it at the source. A wrong figure in a source passes both checks, which is why the review stays yours.

Add your firm's or client's preferred and banned terms to your Brand Dictionary, and after generation Gixo replaces each banned term in the brief with your preferred wording, or removes it. It is a whole-word terminology check, not a review of tone or formatting, so a manual review pass for style still belongs to you.

Upload source files and Gixo writes the brief to cite the claims and figures it takes from them, with numbered markers such as [1] and [2] and a Sources section listing those files. The writing model places the markers, so a sentence can go uncited: the Evidence tab in the brief editor lists up to five sentences that have none, for you to check, and adds nothing to the brief itself. A brief written without uploaded files has nothing to cite. Marketing and customer-facing formats such as social posts, press notes and email campaigns are written from your files without visible citations.

Especially for solo consultants. Describe the client question and intended audience, add the sources you want to use, and review the proposed outline and missing evidence before generating.

Generate briefs using industry and market topics without entering confidential client data. Add client-specific information after generation in the block editor within your secure environment. Saved workspaces keep source documents organized per engagement.

Business Professional or higher supports comments and named sharing for team members whose current content role permits them. Use the saved draft and versions for client review, and resolve save conflicts before delivery. Presence or cursors do not establish that simultaneous text edits merge automatically. Check changed client claims, figures and citations before sharing.

The multi-stage pipeline handles drafting, number checks and citation linking when you upload sources, and the formatting that junior analysts typically perform. Your team focuses on primary research, client interviews, and strategic synthesis. The block editor and inline AI tools make refinement faster than building from scratch.

Yes, as a preliminary drafting workflow. Define the client question and audience, add selected evidence, and review the proposed outline and missing inputs. Inspect material figures and citation markers yourself, and add qualified industry judgment before client delivery.

An AI brief for consultants is a draft market analysis, competitive-intelligence note or strategy brief built around a client question and selected material. Business provides a reviewed outline, editable sections and source-review aids. Number reconciliation is best effort and can retain original figures; model-generated citation markers can be omitted. Review source support, assumptions and recommendations before delivering the brief.

Business provides an inspectable planning, drafting and source-review workflow rather than proof of factual correctness. It can apply Brand Dictionary terminology, attempt reconciliation of figures against supplied material and surface generated-draft Evidence and citation findings. Reconciliation can retain original figures, markers need checking, and the author remains responsible for client claims and conclusions.