What is a Project Brief?
A Project Brief is a deeper, AI-generated analysis of a specific friction point or improvement opportunity that Optimize has surfaced for your team. Rather than just flagging that something is slow or inconsistent, a Project Brief pulls together:
- Why the issue was flagged, with supporting examples
- The workflows it affects
- Potential solutions and recommendations
You create a Project Brief from an existing "Top Issue" when you want a more detailed, shareable writeup rather than the summary view.
How Project Briefs are created
- Open Scribe Optimize and select the relevant team.
- Go to Top Issues for that team — this is where Optimize lists the friction points it has detected.
- Open an issue to review why it was flagged, along with examples, potential solutions, and affected workflows.
- If you want a more detailed writeup, select Create project (shown as Create Project Brief in current versions). This triggers a deeper analysis of the relevant workflows.
- Once the analysis finishes, select Show project (Show Project Brief) to open it.
Using a Project Brief
Because a Project Brief packages up the evidence, root cause, and recommendations for an issue in one place, it's typically used to:
- Brief stakeholders or leadership on a specific process problem without them needing to dig through raw workflow data
- Support a business case for fixing a bottleneck or investing in automation, backed by real workflow evidence rather than anecdotes
- Hand off context to whoever will own the fix, so they aren't starting from scratch
Exporting or sharing a Project Brief
Project Briefs follow the same general sharing and export patterns as other Scribe content, so you can get them in front of people who don't have an Optimize seat:
- Share a link with teammates on your Scribe team so they can view the brief directly in Optimize.
- Export to PDF for an offline or printable copy to attach to an email, deck, or business case. (Note: PDF export is available on Pro and Enterprise plans; Enterprise System Admins control whether it's enabled for your account.)