Free tool · ~10 minutes · no sign-up

Project Brief Builder

Turn one workflow into a brief that any supplier — including us — can quote against. Fill in what you know; gaps become open questions. The brief is yours to keep, whoever you hire.

The live preview needs JavaScript. The section headings below make a usable brief template on their own.

What makes a brief useful

A good brief lets two suppliers quote for the same thing, and lets you check what you get against what you asked for. It needs to:

Name the workflow and the owner. "AI for operations" can't be quoted. "Monthly client packs, owned by the Head of Client Operations" can.
State the current cost. Without a baseline, no one can show improvement.
List systems and information honestly, including the most sensitive data involved. That decides which tools are allowed at all.
Define acceptance in testable terms. "Better reports" isn't testable. "95% of figures traceable to source, review in under 90 minutes" is.
Keep open questions visible. Unknowns are normal. Hiding them leads to change requests later.

For the questions to ask suppliers once the brief is ready, see What should an AI implementation brief include?

Disclosure:Paid engagements are contracted and delivered by Neul Labs, which Dipankar Sarkar founded and leads. Playbook recommendations stay vendor-agnostic, and we do not publish supplier rankings.