What is Brev Agent?
Brev Agent is your AI assistant inside Brev. It is designed to help teams move faster by turning context into useful outputs, such as goal drafts, progress summaries, and risk analysis.
You can interact with Brev Agent by typing a message, choosing a suggested prompt, or attaching relevant context.
Getting started
To open Brev Agent, go to the Chat section from the left-hand sidebar.
When you first open the Agent, you’ll see a few suggested prompts, including:
Draft goals from a document
Use this when you have a source document, strategy memo, plan, or notes that should be turned into structured goals.
What goals are at risk?
Use this to have Brev analyze your goals and highlight where progress may be off track or where attention is needed.
Summarize this week’s progress
Use this to generate a concise update based on recent activity, goal progress, or available context.
How to send a message
At the bottom of the screen, use the message box labeled “Message Brev…”.
Type your question or instruction, then send it using the arrow icon.
For example, you can ask:
Summarize progress on our company goals this week.
Or:
Which goals need leadership attention before the next business review?
How to attach a document
Use the Attach button near the message box to upload supporting material.
This is useful when you want Brev Agent to work from a specific document, such as:
Strategy docs
Planning notes
Business review materials
Goal drafts
Meeting notes
Weekly updates
After attaching the file, tell Brev what you want it to do with the document.
Example:
Draft company-level goals from this document and organize them by priority.
Example workflows
Draft goals from a document
Click Attach.
Upload the relevant document.
Ask Brev Agent to draft goals.
Review the suggested goals.
Refine, edit, or copy them into your goals workflow.
Example prompt:
Draft 3–5 goals from this document. Include measurable outcomes and flag anything that feels unclear.
Identify goals at risk
Click What goals are at risk? or type your own version of the question.
Brev Agent can help surface goals that may need attention based on available progress, context, or updates.
Example prompt:
Review our active goals and tell me which ones appear at risk, why, and what action we should take next.
Summarize weekly progress
Click Summarize this week’s progress or ask for a specific format.
Example prompt:
Summarize this week’s progress for the executive team. Include wins, risks, blockers, and recommended next steps.
Tips for better results
Be specific about the output you want. Brev Agent works best when you include the audience, format, and level of detail.
Instead of:
Summarize progress.
Try:
Summarize this week’s progress for an executive audience. Keep it concise and include wins, risks, blockers, and next steps.
Instead of:
Draft goals.
Try:
Draft Q3 company goals from this document. Make each goal measurable and include 2–4 key results.
Common questions
Can I use Brev Agent without attaching a document?
Yes. You can ask Brev Agent questions directly in chat. Attachments are helpful when you want the Agent to use a specific source of context.
What should I attach?
Attach any document that contains useful context for the task, such as planning docs, meeting notes, strategy memos, updates, or business review materials.
Can I edit the output?
Yes. Brev Agent is meant to help you get to a strong first draft faster. You should review and refine the output before sharing it broadly or using it as a final source of truth.
What if the answer looks incomplete?
Try adding more context, attaching a relevant document, or asking a more specific follow-up.
For example:
Add more detail on risks and include recommended owner actions.
Or:
Rewrite this as an executive summary for our weekly business review.
Best practices
Use Brev Agent as a collaborator, not just a chatbot. Give it clear instructions, provide relevant context, and ask follow-up questions until the output is useful.
For the best results, include:
The source material
The audience
The desired format
The level of detail
Any constraints or priorities
Summary
Brev Agent helps you turn company context into action. Use it to draft goals, understand risks, summarize progress, and prepare better business reviews faster.
More Questions?
As always, feel free to reach out to us at [email protected] with any questions or directly chat with us in the Brev app.


