Notes & docs

LESS SCATTERED.
MORE CONNECTED.

Make a home for campaign briefs, working ideas, and the details your team needs to keep moving.

A creative sketchbook-like scene of ideas taking shape

Give your next idea a home.

Write down the campaign goal, audience, product, and creative direction before production starts. Add references and organize the brief so the important decisions are easy to find. Notes and docs give your working ideas a home close to the rest of the creative workflow, whether you are planning your own launch or preparing a brief for a client's team.

? ? ?Refine a passage
Selected passage
Suggested wording
Workflow illustration

Refine the brief before you share it.

Select rough copy and refine its wording while keeping the meaning clear. A useful brief separates the goal, the visual direction, and the practical requirements. Use comments and mentions for team feedback where appropriate, and review proposed rewrites before accepting them. Keep product claims, dates, prices, and other factual details accurate as the wording evolves.

? ? ?Share the direction
Brief reviewed
PDF
Word document
Workflow illustration

Ready for the next person.

Export the document as PDF or Word when it needs to leave the workspace. Within your creative process, use the approved brief to explain a generation or editing task, and check that the current brand and attachments match it. A concise, reviewed brief gives the next person enough context to act without having to reconstruct the campaign from scattered messages.

Example agent request

Rewrite this brief more clearly. Keep the product facts and launch date unchanged, separate the goal from the visual direction, and make the caption requirements easy for the creative team to follow.

Your brief · Your direction

Turn a working note into a useful brief.

Use writing assistance to clarify selected text and make your direction easier to follow. When moving into creative chat, carry over the approved goal, audience, and references explicitly. The agent can work from the context you supply, so include the details that matter rather than assuming it has read every document in your account.

Example client directions
Client A

launch brief · product facts and deadlines

Client B

monthly plan · feedback and creative references

Keep the right brief with the right client.

Organize client notes around the relevant brand and campaign. Record the approved direction, feedback, and outstanding decisions so your team can return to the work with context. For agencies, name the client and deliverables clearly in the brief, then select the matching brand when creating assets. A reusable structure helps; copied-over client facts do not.

FREQUENTLY ASKED QUESTIONS

What kinds of documents can I create?

Use notes and docs for campaign briefs, ideas, meeting notes, and other working documents connected to your creative process.

Can I get help rewriting a passage?

Yes. Use writing assistance on the relevant text, describe the intended change, and review the rewrite. Be explicit about facts or wording that should remain unchanged.

Can my team leave feedback?

The notes workflow supports collaboration features such as comments and mentions. Use the access available to your team and keep feedback attached to the relevant document.

Does the creative agent automatically read all my notes?

Do not assume it has every document in context. Provide the relevant brief and references when starting a creative request, and confirm the selected brand.

Can I export a brief?

Yes. Use the document export options for PDF or Word, then check the exported file before sharing it with a client or production partner.

How should I organize agency briefs?

Keep the client, campaign, audience, deliverables, and deadlines clear. Use separate client context and review the brief before handing it into generation, editing, or publishing.

MORE IDEAS.
PRACTICAL
GUIDES.

Read the blog
Surreal portrait with a cloud of ideas
4 min guide

Turn scattered notes into a brief your creative team can use

Surreal signposts representing different campaign directions
6 min case study

Turn campaign goals into angles, captions and a posting plan

An expressive collage of a creative team working on different ideas
5 min use case

Manage content for multiple client brands without switching tools

Notes & docs | ZMEU