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  2. In-depth guides
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Docs
  • Goals: the complete guide
  • Check-ins: the complete guide
  • Workspace setup: the complete guide
  • Meetings: the complete guide
  • Views: the complete guide
  • Auto-track: the complete guide

Release notes

What's new
  • Tables, callouts and toggles in every artifact
  • 1,300+ integrations, now live in Brev
  • Sections and columns in artifacts, and an Operator that checks with you first
  • A first session that knows your goals, and notification settings by channel
Contact SupportWhat's newBrev MCP serverBrev.ioBlog

6 pages ยท Updated Nov 10, 2026

In-depth guides

Whole workflows on one page, with every rule and edge case, for reading end to end.

  • Goals: the complete guide

    Every rule for goals in one place: progress, status, tracking, roll-up, weights, alignment, scoring, closing a period, and editing or deleting goals.

  • Check-ins: the complete guide

    Every way to check in on a goal, which goals are due, suggested check-ins, reminders, Slack, who can check in, and editing, commenting and drafts.

  • Workspace setup: the complete guide

    Every setting an admin uses to set up Brev: time periods, check-in reminders, terminology, tags, AI capabilities, members, roles, teams and the company profile.

  • Meetings: the complete guide

    Every rule for cadences, the meeting agent, agendas, notes, summaries, action items, meeting scores, privacy and lockdown in one place.

  • Views: the complete guide

    Every rule for views in one place: filters, drafts, saving and sharing views, layouts, KPI cards, the AI summary, prompt recipes and dismissing versions.

  • Auto-track: the complete guide

    Everything about auto-tracking goals from other apps: each tool's connect and track options, Describe a value, refresh schedules and fixes for sync errors.