Creating a prep brief

Pro

Within a Project, click "Prep" on any non-completed interview to generate an AI-written pre-call brief tailored to that conversation. The brief includes "Where You Stand" (what the project has so far), the Top 3 Priorities to capture in this call, and a "Watch For" section with specific cues to listen for.

If you've drafted questions in the Interview Questions tab, the prep brief reviews each one and labels it Keep, Sharpen, Skip, or Promote so you walk in with a sharper version of your own plan.

If the question editor is empty, the prep brief instead generates a 8-10 question starter script you can paste into your interview plan and run with. Every question is load-bearing: no generic warmups, no rapport filler. The interviewer handles social runway off-mic.

For interviews in a Production project that was forked from pre-production, the prep brief automatically pulls in past conversations with the same person from the source project, so the AI knows what's already been covered.

PreviousScheduling an interview

More in Before the Interview

Prepare questions, context, and scheduling

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