Briefs and content sets

A brief holds what a piece of content is about: the angle, the audience, the key points, the claims and the call to action. A set is everything made from one brief: a post and, if you want them, a carousel, a headline image, an infographic, a first comment and a video. Every member of a set stays linked to the brief it came from, and the whole set is approved at once. Open Content, choose Post mode and select Briefs & sets. Owners, admins and operators can create and edit briefs and sets.

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Start a brief

Choose New brief and pick where it starts: If AI drafting is available, tick Let AI propose the angle, key points and claims (1 AI request). Otherwise you write the brief yourself. A page or PDF that cannot be read stops with an explanation; no brief is made up.

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Review the brief

Every field stays editable: angle, audience, up to five key points, claims and the call to action. Each claim is marked as a fact, an opinion or a story.

• A fact needs evidence: attach a Vault source or an approved Vault claim. Until it has one, it shows Evidence needed.
• If a source changes after you attached it, the claim shows Source changed.
• Mark ready is available only when every fact has evidence (or you change it to an opinion).

Saving creates a new revision of the brief.

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Make the set

From a ready brief, choose Make the set and tick the members you want: Post, Carousel, Headline image, Infographic, First comment and Video. Choose the LinkedIn account now or later.

• Before anything runs you see how many AI requests the set uses (one per post or visual; the first comment is written with the post). Anything over one request asks you to confirm. Requests count against your hourly and the workspace’s daily AI limits.
• A Video is attached from Image and video; it is not generated here.
• Each member shows its state: Not made yet, Ready, Made from an older brief, or Needs refresh with the claim that changed. Editing a claim in the brief flags only the members that used it. Refresh remakes one member and changes nothing else; Keep as is keeps it; Remove takes it out of the set before approval.

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Improve the post

Choose Edit post, hooks and wording to open the post in the editor. The post tools work on the saved version.

• Hook options writes three to five alternative openings in one AI request, each labelled with its pattern (Question, Contrarian, Number, Story or Outcome). Use this opening replaces only the first lines; the rest stays exactly as saved. Keep my opening discards them.
• Edit a selection: select text and choose Rewrite, Shorter, Longer, Plainer, Punchier, More like me, or type your own instruction (for example “make it about hiring”). The result appears as a proposal showing what was removed and added. Accept edit saves it as a new version; Reject leaves your text unchanged. Text outside the selection never changes.
• Any new figure the AI introduces is marked Evidence needed, and the style rules applied to the last proposal are listed.
• The LinkedIn preview shows the post on mobile and desktop with the approximate “…see more” fold. Posts are limited to 3,000 characters.

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Approve and schedule the set

1. Choose the account, then Request approval. An owner, admin or reviewer chooses Approve the set, or enters what to change and chooses Request changes.
2. The approval covers the exact version of every member, including the rendered pages, images, video and first comment. Any later change to a member or to the brief withdraws the approval and says why.
3. Once approved, choose when the post goes out. Moving the time re-checks the approval and the account first.

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First comment

A first comment (up to 1,250 characters) is posted by the same account after LinkedIn confirms the post went out. It is created when the set is scheduled, waits for the post’s confirmed receipt, and is never attempted while the post’s outcome is uncertain.