Briefi
Briefi · Edition for operators

Run every meeting
like you've already
prepped.

Briefi reads your calendar, drafts pre-meeting briefs, captures decisions in real time, and writes the follow-up email before you've left the room. Built for operators — solo founders, multi-business directors, and the small teams in between.

No card on file. Connect Google Calendar, get your first brief in under 2 minutes.

The 90-second tour

Prepare, capture, follow up, push to CRM.

One Wednesday morning. Four external meetings before lunch. Watch the whole loop end-to-end — no edits, no fast-forwards, no vendor demo flow.

The Briefi loop

Three motions. Every meeting.

A 90-second prep, a quiet capture during the call, a sharp follow-up before lunch. The loop runs whether the meeting is internal, sales, or 1:1.

01Prepare

Walk in already briefed.

Briefi pulls every external meeting from your calendar, picks the right discovery guide for the industry, and drafts a brief that names three smart questions, the red flags to listen for, and what a 'good outcome' looks like for this counterparty.

  • 41 industry-specific discovery guides
  • Counterparty-aware tone matching
  • Listen voice briefing on the way
02During

Capture without breaking eye contact.

A focused note pad with one-tap chips for Decision, Action and Pain. Mark a quote and Briefi quietly time-stamps it. Open the discovery guide drawer to walk the script live — Briefi captures notes section by section and auto-saves every 1.5 seconds.

  • Time-coded Decision / Action / Pain markers
  • Discovery guide right-side drawer
  • Encrypted at rest with your tenant key
03Follow-up

Sharp email. Pushed to your CRM.

Briefi reads the meeting brief, the live notes and the discovery guide outputs, then drafts a follow-up email in your voice — citing specifics from the qualification and pain sections in the recipient's own language. One tap pushes the deal, contact and notes into Salesforce, HubSpot, Monday — and seven more.

  • In-your-voice draft from learned samples
  • One-tap CRM push · 10 providers supported
  • Outcome + ICP score auto-tagged
Why Briefi

A meeting with Briefi vs. a meeting without it.

Without Briefi

A scramble of tabs and post-its.

  • Eight minutes before the call you're skim-reading their LinkedIn for context that doesn't load.
  • During: typing furiously while they talk, half-listening, missing the actual signal.
  • After: the follow-up email sits in drafts for three days. By the time you send it the moment's gone.
  • CRM never gets updated. Pipeline review on Friday is a fiction held together with hope.
Time tax
~45 minutes per external meeting on prep + follow-up admin.
With Briefi

One quiet, intentional motion.

  • Brief lands in your inbox 30 minutes before the call — three smart questions, the red flags, the right tone.
  • During: tap the chip to mark a decision. Briefi quietly time-stamps it. You actually listen.
  • After: the follow-up draft is waiting in your voice, citing their own words. You edit two lines and hit send.
  • CRM updated automatically. Pipeline review is a glance — Briefi has been writing it for you all week.
Time saved
~3 minutes per external meeting. Six hours back per week.
Built for operators · 4 industries shown

Industry-aware from minute one.

25+ discovery guides cover most SMB scenarios. Solar, marketing automation, custom software, trades, lawyers, accountants, brokers — pick from the chip on Prepare, or let Briefi suggest one from the calendar invite.

Solar / energy

Site visits + GHL automation

Briefi opens with the right qualification questions — roof age, current bill, finance vs cash, decision timeline — and the brief flags red flags like 'owner is renting' before you waste an hour.

GHL pushRoof-age red flagsICP scoring
Solar consultant on a rooftop site visit
Naveen R.Sales lead, SunNorth
Custom software

Scope without the spiral

Discovery guide for 'build me an app' calls. Briefi forces you through stakeholders, success metrics, integrations and the dreaded 'is this a CRM or a spreadsheet' question — before you quote.

Stakeholder mapSuccess metricsIntegrations checklist
Software studio founder at her desk
Casey LinDirector, Paxform
Trades / construction

Quotes that don't bleed

'Homeowner first quote' guide forces site access, scope of works, deposit terms and the realistic timeline before you walk away. The follow-up email lands within an hour, with a polite nudge for go/no-go in 48.

Site access checklistDeposit terms48h follow-up
Builder reviewing plans on site
Ben K.Owner, Frame & Co.
Marketing / agency

Run five clients like one

Each client gets its own workspace with separate inbox, pipeline, and CRM connection — but Briefi's Command bar searches all five at once. 'Show me every Marcus this week' surfaces the full picture in one tap.

Multi-workspaceCross-tenant searchPer-client GHL
Marketing director at her studio
Sara P.Founder, RewardCo
Six tools, one loop

Everything that runs around the meeting.

The brief, the capture, and the follow-up are the loop. These six tools keep it running — Inbox triage, scheduling links, the voice briefing on your commute, and the rest.

Inbox AI

Triaged in your sleep.

Every 15 minutes Briefi pulls from your connected IMAP mailboxes — Gmail, Outlook, cPanel, custom domains. Classifies threads by urgency and into one of 13 categories, surfaces what needs you. Auto Inbox mode (Pro+) drafts replies in your voice for one-tap send.

13 categoriesAuto replyFolder round-trip
Scheduling links

"Pick a time" without the back-and-forth.

Custom slugs (briefi.sh/chidi/intro), per-page rules — buffers, working hours, days of week, lead time. Pages auto-attach the right discovery guide so the brief writes itself the moment a meeting is booked.

briefi.sh/chidi/introbriefi.sh/chidi/quote-callbriefi.sh/chidi/30min · etc.
Voice briefing

A 60-second briefing on your way in.

Briefi narrates today's most important meetings — counterparty, what they care about, the three smart questions — in a natural voice. Free on Solo via browser TTS, premium on Pro via ElevenLabs.

0:53 / 1:02
Discovery guides

A script with rationale, not a checklist.

41 industry-specific 5-section interview scripts (Context → Setup → Qualification → Pain → Close) — plus author your own per workspace. Walk them live in the During drawer with notes per section, auto-saved.

ContextSetupQualificationPainClose
CRM push · 10 providers

One tap into your CRM.

Salesforce, HubSpot, Pipedrive, Zoho, Dynamics 365, GoHighLevel, Monday, Close, Copper, ActiveCampaign. Briefi creates the contact, tags the deal stage, sets ICP score, drops the note, and creates the follow-up task — with the right field mapping per CRM.

Salesforceconnected
HubSpotconnected
Zoho CRMavailable
+ 7 more · Pipedrive · Dynamics · GHL · Monday · Close · Copper · ActiveCampaign
Recording & notes

Record in-browser. Or let a bot do it.

Hit Record on /during for first-party browser recording — mic audio is diarised + transcribed server-side, then Briefi pulls Decisions and Actions. Or connect Fireflies / Fathom and let your existing notetaker do the joining.

Recording · 18:42Solo+
Business planPublic REST API · v1

Briefi has an API. Of course it does.

Per-tenant API keys. Read meetings, contacts, deals and threads. Trigger briefs and follow-ups. Push outcomes to your own CRM. OpenAPI schema published, rate-limited at 100 req/min per workspace.

terminal · curl · /v1/meetings/{id}/brieflive
# Generate a brief for a meeting via the public API
$ curl https://app.briefi.sh/api/v1/meetings/mtg_8f2a/brief \
-X POST \
-H "Authorization: Bearer brk_live_e3f1..." \
-H "Content-Type: application/json"
# Response · 200 OK · 10 credits used
{
"meeting_id": "mtg_8f2a",
"brief": "Marcus Hargreaves, founder of Northwind Logistics...",
"questions": [
"What was the trigger for evaluating now?",
"Who decides on the Apex partnership?"
],
"red_flags": ["Owner is renting"],
"credits_used": 10
}
MCP server@briefi/mcp-server

Talk to your meetings from Claude.

Briefi ships an MCP server. Add it to Claude Desktop in 30 seconds and ask natural-language questions across every workspace — Briefi will read meetings, search threads, and update deal stages on your behalf.

ClaudeConnected to briefi
Find every meeting Marcus Hargreaves is in next week and write me a briefing pack — pull pain points from the last call.
briefi_search_contacts({"q":"Marcus Hargreaves"})→ found 1 match · ct_4f1a
briefi_list_meetings({"contact_id":"ct_4f1a","window":"next_week"})→ 2 meetings · GHL 1-2-1 (Tue), Quote review (Thu)
briefi_generate_brief({"meeting_id":"mtg_8f2a","style":"compact"})→ working...
I found 2 meetings with Marcus next week. From the last call (Mon 28 Apr), the live pain points are:
  • — GHL setup taking longer than promised by their last vendor
  • — Apex partnership renewal needs a decision by 15 May
I'll generate compact briefs for both. Ready to draft the follow-up for the Tuesday 1-2-1?
"Briefi is the only thing in my stack that earned its keep on day one. The pre-meeting brief saved me from quoting on a deal that would have eaten my June."
Chidi Okechukwu — Founder, Briefi.sh
Chidi Okechukwu
Director, Trimorph · runs Paxform, RewardCo, Cashtech, Openquarter
Pricing · per workspace · AUD

Pay for capability, not seats.

Billing cadence
Free
Free

Try the loop with one workspace.

50 credits / mo
  • 1 workspace
  • 1 Google account
  • Calendar + Gmail sync
  • Brief, follow-up, capture
Start free
Solo
A$15/ month

For directors managing a few side businesses.

500 credits / mo
  • 3 workspaces
  • 3 Google accounts
  • Notetaker + voice briefing
  • Manual contact enrichment
Choose Solo
Most chosen
Pro
A$29/ month

Auto Inbox AI, CRM push, IMAP. The full loop.

2,000 credits / mo
  • 3 workspaces (+$15/extra)
  • CRM push (HubSpot · GHL · Monday)
  • Auto Inbox classification
  • IMAP/SMTP + voice briefing TTS
Choose Pro
Business
A$59/ month

Team seats, public API, MCP server, multi-workspace.

10,000 credits / mo
  • 5 workspaces (+$15/extra)
  • 3 seats included (+$10/seat)
  • Public REST API + MCP
  • White-label + priority support
Talk to sales
Briefi everywhere

Install on your device.

Briefi runs as an installable app on desktop, Android, and iPhone — same brief, live capture, and follow-up flow across every device. No App Store, no Play Store, no installers.

Open Briefi
Founder pricingLimited window · lifetime-locked rates

Lock forever rates today.

Solo at $9/mo. Pro at $19/mo. Business at $39/mo. Stays at that price for the life of your account, including future feature unlocks.

Redeem founder code
Ready when you are

Your next meeting deserves a brief.

Connect Google Calendar, see your first brief in 90 seconds. No card on file. Cancel from Billing whenever.