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Change how the AI summary is written

Edit a view's prompt recipe to set the tone, audience and length of its AI summary or digest, and dismiss a bad version.

Last updated Nov 10, 2026

ai
admin only
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The Organization view, with the Summary button in its header that opens the summary panel.

A prompt recipe gives Brev standing directions for a view's AI summary, such as who reads it and how long it should be.

Who can do this: roles that can publish views to the org (Owners and Admins by default), and team admins and owners on their team's view. An Org Admin must first turn on Prompt Recipes in Settings → AI & agents → Capabilities. It's off by default. See Roles & permissions.

Edit the recipe #

  1. On Organization or a team view, click Summary.
  2. In the panel's toolbar, click the sliders icon (Edit generation recipe). The Prompt Recipe dialog opens.
  3. Under Prompt, write your directions, up to 2,000 characters.
  4. To set the style, expand Advanced and pick a Tone, Audience and Length. Default keeps Brev's standard style.
  5. Click Try prompt to preview the result. Each preview runs a real generation and uses AI credits.
  6. Click Save. To publish the preview now as well, click Save as version first.
Tone
Default, Direct, Encouraging or Formal.
Audience
Default, My Team, Company-wide or Leadership.
Length
Default, Brief, Standard or Detailed.
Success check
The dialog closes. The next summary follows your recipe. Summaries already written aren't rewritten.

Dismiss a bad version #

  1. In the summary panel, use the arrows to show the version you want gone.
  2. Click the trash icon in the toolbar (Dismiss this version for everyone).
  3. Click Dismiss version. The previous version takes its place.

Dismissing works with Prompt Recipes off too.

Edit the digest's recipe #

The digest on Organization and team views has its own recipe, separate from the summary's. The same people can edit it. To change it:

  1. In the footer of the Digest's Insights card, click Adjust recipe. Once a recipe is saved, the link shows its text instead. On a narrow card, it's in the card's ⋯ menu.
  2. Write your directions under Prompt, and set the style under Advanced if you want.
  3. Pick a section to preview: Summary, Highlights, Blockers or Tactics. Click Try prompt. Each preview uses AI credits.
  4. To publish that section's preview now, click Save section.
  5. Click Save.
Success check
The dialog closes, and the Adjust recipe link shows your recipe's text. The next digest follows it.
PreviousCopy or share an AI summaryCopy a view's AI summary, or share it by email, to a Slack channel or in Microsoft Teams.
NextNotificationsSee what needs your attention: mentions, actions assigned to you, updates on your goals, meeting recaps and integration alerts.
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  • Copy or share an AI summary

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  • 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.

On this page
  • Edit the recipe
  • Dismiss a bad version
  • Edit the digest's recipe