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Setting Up Your Company Memory

Company Memory grounds Brev's updates, summaries, and goal context in your actual business — set it up in three steps.

Set up Company Memory

Company Memory is how Brev learns your business — so every update, summary, goal insight, and agent action is grounded in your real context, not generic boilerplate.

Note: When your organization is created, Brev automatically seeds Company Memory with the basics it can find online — so you're starting from a draft, not a blank page.

1) Review the basics

In Settings → Memory:

  • Fill in the relevant fields.

  • Correct anything Brev pre-filled that isn't quite right.

2) Add a description

A few bullets go a long way. Capture:

  • Your top priorities this quarter or month.

  • The metrics you track (e.g., ARR, retention, pipeline).

  • Your mission and vision.

  • Your core values.

3) Keep it current

Update Company Memory whenever priorities shift, so Brev stays accurate.

Success check: Brev's summaries, goal updates, and AI Goal Coach feel grounded in your company's language and priorities.

More questions?

Reach out anytime at [email protected] or chat with us directly in the Brev app.

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