What is a briefing, and how do I make one?

A briefing is a short audio summary you listen to on the drive in. It is made from the place’s visits, metrics, tasks and mail.

On the phone

1. Open the place and tap Briefing, or + and Make a briefing.
2. Add a focus if you want one, for example “the fence line and water troughs”.
3. Choose a length of 1, 2 or 4 minutes.
4. Wait about a minute, then play it. A small player stays above the tab bar while it plays.

When you start a scheduled visit, the app may show Briefings first with a Start a visit button.

On the web

1. Open Briefings, or open a place, and select Make a briefing.
2. Choose the Place, fill in What should it cover? and pick the Length.
3. Your briefings appear under Being made and then Your briefings.

Good to know

• Making a briefing needs a connection.
• The focus can be up to 500 characters.
• Teams can have briefings made at midnight, your time, for that day’s scheduled visits, up to 20 per person. When that is on, Briefings appears in the sidebar and in More on the phone. If you do not see it and want it, ask support.
• Briefings are made by our service providers, who keep data only to do the work and do not train on it.