How to Create a Business Brief with Gixo
A step-by-step tutorial: upload source documents, select a recipe, review the verified output, edit with semantic blocks and inline AI, and export a polished brief ready for stakeholders.
From Raw Sources to a Polished Brief in Six Steps
Each step maps directly to the Gixo Briefs workspace. Follow this sequence for your first brief.
Create a new workspace or select a saved one. Upload PDFs, DOCX files, spreadsheets, or other research materials. These are the source documents the AI will draw from during generation — every number and claim in the final brief will be verified against what you upload here.
Choose from 54 curated recipes across Sales, Marketing, Finance, Product, and Executive domains. Each recipe defines section structure, word ranges, and evidence policies. Add a topic prompt describing what the brief should cover. Set word count targets and any specific instructions.
The 8-stage pipeline generates the brief, enforces word counts, checks brand compliance, verifies every number against your sources, optimizes content, injects inline citations, adds normative references, and validates structure. Review the output — numbers are flagged and repaired, citations are inline, and the executive summary is auto-generated.
Open the brief in the block-based editor. Insert KPIs, checklists, comparison tables, pros/cons lists, and more via slash commands. Use Quick AI for instant rewrites (Rewrite, Simplify, Expand, Fix Grammar, Professional Tone, Casual Tone) or Power Edit for deep AI-assisted refinement with your document as context.
Invite team members for real-time co-editing with remote cursors. Add inline comments on any block for review workflows. Iterate on the brief with your team until every section meets your standards for accuracy and clarity.
Export to PDF or DOCX for email distribution to executives and board members, or HTML for internal web sharing. All formatting, citations, semantic blocks, and structure are preserved. The exported brief is ready for presentation without additional formatting work.
Tutorial FAQ
Create Your First Verified Business Brief
Upload sources. Pick a recipe. Get a verified, cited brief with number checking. Edit with 20+ semantic blocks. Export to PDF or DOCX.